Team chats

A team chat is a conversation between the users of your company, one to one or in a group. It lives on the Team tab of the inbox, carries photos, PDF files and mentions, and lets you ask an agent a question inside the chat.

Available on web and the mobile app. Every user opens it, at every level.

Where do I find team chats?

Open the inbox and choose the Team tab. On the phone, open the inbox the same way. The list shows every chat you are in, newest first, with the unread chats marked.

Team chats are separate from the conversations with customers in the inbox. A team chat never appears on a contact, and a customer thread never appears on the Team tab.

How do I start a chat?

1. Open the Team tab and press New chat.
2. Choose users. Choose one person for a chat with one person, or more for a group.
3. Press Start chat.

A chat with one person is always the same chat. If you start a second chat with the same person, Combdex opens the first one. A group has a name and a picture, which you set in Chat info.

What can I send?

• Text, up to 4,000 characters in one message.
• Photos (JPEG, PNG, WebP and HEIC) and PDF files, up to 10 in one message. A file larger than 25 MB is refused with the message "The file is larger than 25 MB."
• A mention: type @ and choose a member or an agent. @everyone names every user in the chat.

Chat photos are private to the chat. They do not go into the media library and do not attach to a project.

How do mute and mentions work?

Each new message sends a notification to every other member who has not muted the chat. The notification opens the chat. Mute a chat from its dots menu. A message that names you with @ reaches you even when the chat is muted, and so does @everyone. See Notifications.

How do I ask an agent in a chat?

1. Open Chat info and choose Add agent.
2. In a message, name the agent with @.

The agent reads the message that named it and the 20 messages before it. It answers in the chat as the person who asked, with that person's access, and it changes nothing. An agent you cannot ask shows greyed in the mention picker, with the reason: you do not have access to the assistant, your access cannot use this agent, the agent is turned off, the daily AI budget is used up, or the agent needs a connection. Agents are part of Dex.

Who runs a group chat?

The person who creates a group is its admin. An admin can:

• Make another member an admin, or remove an admin.
• Remove a member or an agent.
• Change the three settings: "Only admins can edit chat info", "Only admins can add users" and "Only admins can send messages". All three start off.

If the last admin leaves, the active user who joined first becomes the admin. The chat ends when its last user leaves. A chat admin is a role inside one chat. It is not the Admin level of the company (see Access levels and groups).

How do I delete a message or a chat?

• Delete for me hides a message on your screens only.
• Delete for everyone deletes the message and its files for every member. The sender can do this within 2 days of sending. A chat admin can do it at any time. The message stays as the line "This message was deleted." or "An admin deleted this message."
• Leave chat stops new messages from a group. You keep the history up to the moment you left.
• Delete chat removes the chat from your list only, after you leave a group or in a chat with one person. The other members keep it.

The history also shows event lines, for example "Dana added Sam." These are written by Combdex and nobody can edit them.

What happens when a user leaves the company?

When a user is removed from the company, they leave every chat at once. Their past messages stay, with their name. See How do I remove a user safely.

What Combdex does not do yet

• Team chats do not have voice messages or calls.
• A team chat cannot include a contact or anyone outside the company. Use email or a text from the record for that; see Writing and sending email.