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Chat

Message your SalesHive team in a deal-scoped conversation with search, threads, links, files, and saved drafts.

Updated Aug 18, 2026 5 steps 5 questions answeredOpen this page in the platform
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Overview

Communication Chat is the client workspace for messaging the SalesHive team in deal-scoped conversations. It opens the shared conversation for your deal, keeps other clients' channels out of view, and supports messages, search, threads, links, files, and saved drafts.

How to use this page

  1. Open your deal conversation

    Open Communication, then select Chat. The page loads the conversation available to your client deal. On a first visit, the shared general conversation is prepared for you and the assigned strategist.

  2. Choose a conversation or search

    Select a conversation in the left sidebar. Use Search channels or messages to filter conversation names, then press Enter or select the search action to search message text.

  3. Send a message

    Type in the message box and select Send, or press Enter. Use Shift plus Enter for a new line. The composer can add an emoji, format text, insert a link, dictate text when your browser supports it, or attach an allowed file.

  4. Keep track of messages

    Use Unreads, Threads, and Drafts when those views appear in the sidebar. Unreads gathers messages you have not read, Threads collects replies, and Drafts brings back text you started but did not send. Scroll upward to load older messages without losing your place.

  5. Use conversation tools

    Use Links to review saved links and files, Notes for shared channel notes, and People to view conversation members. If a call is available, the call control opens the live conversation call.

What the buttons do

Search channels or messages
Filters visible conversations and opens message search when you submit a query.
Send
Posts the current message and any staged attachments to the open conversation.
Aa
Shows text formatting and link controls.
Emoji
Opens the emoji picker for the current message.
Attach a file
Stages an allowed file so it can be sent with the next message.
Unreads / Threads / Drafts
Opens the matching cross-conversation view when that view has content or is available.
Links / Notes / People
Opens saved references, shared notes, or the member list for the conversation.

Common questions

The client Chat view is limited to conversations for your own deal and its members. It does not show internal SalesHive channels or another client's conversations.
No. The client view is limited to the deal conversations that are made available to you. Channel creation, browsing, and new direct messages are not offered there.
No. Text you start is saved as a draft for that conversation and returns when you come back or reload the page.
Yes. Scroll toward the top of the conversation to load older messages. The page keeps your position while it loads.
Use Retry when it appears in the conversation or sidebar error state. If the problem continues, refresh the page and contact your SalesHive team.
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