Team Chat

Team Chat is internal, staff-only messaging separate from customer channels — for quick coordination without leaving the app.

When to use

Use Team Chat for staff-to-staff conversation: a project channel, a department room, or a direct message to a colleague. It also lets you create and update work from the chat itself with work commands, so a quick request does not get lost. Keep customer-facing replies in the Inbox instead.

Before you start

internal-chat:read lets you open Team Chat at /communications/team-chat, view your channels, and join or leave public channels. Sending messages and creating channels need the write permission for Team Chat.
Work commands read data through the same permission checks as the AI copilot, so you only see what your role already allows.
A channel can be linked to a project; you need access to that project to link it.

Steps

Open Team Chat

Go to Communications → Team Chat and pick a person or group channel.

Use @mentions to notify colleagues and attach files inline. Mentions trigger notifications so nothing is missed.

Create or join a channel

Create a public, private, or direct channel and add members from your company. Browse public channels and join or leave them yourself. A public channel can be scoped to the whole company or a department so members are added automatically.

React, search, and attach

React to messages with emoji, search messages in a channel, and attach files through the upload button.

Run a work command

Type a slash command in the message box: /tasks, /projects, /calendar, /docs to look things up, or /task, /done, /start to create or update a task. Lookup results are visible only to you; changes post a card to the channel.

Communications — Team Chat channels and work commands

Channel types

Type	Who is in it	Notes
Public	Members join and leave on their own	Optional company or department scope
Private	Invited members	Members are checked against your company
Direct	Exactly two people	No third person can be added and you cannot leave; archive it instead

Tips & common mistakes

Work-command lookups are not saved to the channel; copy what you need or run the command again.
In a channel linked to a project, /tasks is limited to that project unless you use **/tasks *** or /tasks all.
A channel always keeps at least one admin; the last admin cannot be removed or demoted.
Only files uploaded through the chat upload are accepted as attachments; do not paste external file links as attachments.
If a command fails you get a short coded error (forbidden, not found, failed, or unknown command); forbidden means your role lacks access.

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