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 5 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
Go to the Chat feature.
Open the relevant conversation.
Find the message you want to save.
Press and hold long and select star.
View starred messages
You can Un-star a message by clicking the star icon (the one with a line through it).
How to Create a Poll in Chat
Polls give your team a structured way to make decisions without leaving the conversation. Instead of scrolling through free-text replies or counting emoji reactions, you can ask a question, list the options, and see clear results at a glance. Polls work in both one-on-one chats and group conversations, and are available on all plans.
To create a poll in a chat, follow these steps:
Open the conversation where you want to run the poll.
Select the attachment on desktop or plus icon on the app in the message bar.
Select Poll.
Enter your question in the poll title field.
Enter at least two answer options.
Adjust the poll settings to fit your needs.
Select Send to post the poll to the conversation.
Poll Settings
You can control how a poll behaves before you send it:
Multiple selection: Let each person choose more than one option.
Anonymous voting: Hide who voted for what, so only the totals are visible.
Show results after voting: Keep results hidden until a person casts their own vote.
How Voting Works
Once the poll is sent, everyone in the conversation can tap an option to vote. Results update in the conversation as votes come in, so the team can see where things stand and reach a decision faster.
💡 Tip: Use a poll for quick team decisions like choosing a meeting time, confirming a shift change, or gathering fast input, so responses stay organized instead of getting buried in the chat.
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