Messages

Messages brings every conversation together. Across the top are the channels: All, Team, Telegram, Mail and Portal, each with the number of messages waiting in it.

Connect your channels

• Telegram: connect your own Telegram account in Settings → Telegram by scanning a QR code. You choose which chats and groups belong to which client, and their history comes over.
• Email: connect a mailbox in Settings → Email. Client letters and replies to your requests land in the inbox.
• Portal: nothing to connect. Every portal conversation is here.

Reply or leave a note

The message box has two modes. Message goes to the client. Note stays inside the team, on its own colour, and the client never sees it. Right-click or long-press a message for its menu: reply, reply in a note, edit, create a task from it or copy it.

Photos and files in a chat open in place. Press Save to documents to keep one in the client's documents for the right month.

Who sees a chat

A Telegram chat belongs to the colleague whose account it is. Owners and admins decide what the team may see, and the account's owner can share a chat with a colleague. The thread's menu shows who has a chat and lets you share it.

Team chats

Team holds chats between colleagues: one to one or in groups, with files. They never leave the firm.