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Messaging Tools

Learn how to make the most out of chatting

Written by Maya D

The Chat feature is designed to enhance and streamline your internal communications, whether with your employees, manager, colleagues, or Help Desk representatives who can assist with various issues. Let’s explore some key functions to help you make the most of this powerful tool.

Please note: all these functionalities can be done from both the mobile app and desktop.


View Only Unread Chats or Groups

You can filter your chat list to view only unread chats so you don't miss any news or important information from your colleagues or managers. You can also filter your chat list to view only group conversations, which includes all Groups and any open or ongoing conversations you have with a Help Desk.


Notify Users with @Mention

While typing out a message, use the @mention function to notify users directly via a push notification, even if their notifications are off or momentarily muted. This way, you can ensure they are alerted of any important messages when you send them. You can either notify a specific user or everyone.

To notify a specific user, write "@" followed by their name.

To notify all users, type "@everyone." This option is useful if you want to ensure critical messages, such as "There has been a gas leak" or "Make sure you wear a white shirt tomorrow," reach everyone in the team chat.


Add a Hyperlink

You can add a hyperlink to the text you are sending on chat to make it clickable for the recipient. This way, they will be redirected to another website or source you need, for example. To add a hyperlink on chat, you can either click on the hyperlink icon and type out the text and add the link, or you can start typing out the message, highlight the text, and then click on the hyperlink icon to add the link.

💡Tip: You can easily edit a hyperlink after sending it by hovering over the message and clicking the pencil icon. Next, click on the hyperlink, then Edit.


Add Attachments

You can add attachments to a chat message to make it more interactive and engaging. Simply click on the paperclip icon on the left side and choose which attachment to add from the options: upload image or video from the gallery, add a file, use the camera to take a photo or video, add a gif, share your current location, share a contact from your mobile, and/or attach a shortcut.

Please note: The ability to add a shortcut as an attachment to a chat message is only available for admins or owners, not for regular users.


Schedule a Message

An important part of effective communication is to plan ahead! This is why you can also write a message in advance but schedule to send it at a later time that is convenient for you and/or the recipient. To schedule a message, access the individual chat, team chat, or channel, type your message, and click on the clock icon on the right side. Then, choose if you want the message to be sent the next time the user is clocked in or choose a custom date and time.  

When a message is scheduled to be sent, you will see an orange clock icon next to it. You can access the message anytime.


Send a Voice Recording

Instead of typing, how about sending a voice recording instead? To do so, press the microphone icon on the right side and start recording your message.


Pin A Message

Got an important announcement, schedule, link, or decision that shouldn’t get lost as the conversation keeps moving? Admins can pin a message so it stays at the top of the conversation; making key information easy to find long after it was first shared, without anyone scrolling back through the chat history.

Please note: pinning is available to chat admins only.

Regular participants can see pinned messages but can’t pin or unpin them. Pinning works in 1:1 chats, team chats, and group conversations, on both mobile and web.

Pin a message on the computer

1. Open the conversation in the Chat feature.

2. Hover over the message you want to pin and click the three dots.

3. Select Pin message. The pinned message appears at the top of the conversation for everyone in the chat.

Pin a message on mobile

1. Open the conversation in Chat

2. Tap and hold the message you want to pin.

3. Select Pin

Unpin a message

To remove a pinned message, an admin opens the message actions again (three dots on web / tap and hold on mobile) and selects Unpin message.

Top Tip: You can pin up to 3 messages per conversation. When you reach the limit, unpin one before pinning another — perfect for keeping only the most current announcements front and center.


Starring Messages

Admins can star messages to save important information (for example: key details, decisions, or reminders) and find it again quickly later.

How to star a message

  1. Go to the Chat feature.

  2. Open the relevant conversation.

  3. Find the message you want to save.

  4. Press and hold long and select star.

View starred messages

  1. Open the conversation.

  2. Open the Conversation info view.

  3. Go to Starred messages.

You can Un-star a message by clicking the star icon (the one with a line through it).


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