Chat

How to use this page

1. 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. 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. 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. 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. 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