Location chats cover the whole site. When you need a smaller room, a group chat or a direct message gets you one.
What you'll need
- Available on the Bundle plan, or on a Custom plan that includes Chat.
- Admins and Super Admins create group chats. Anyone can start a direct message.
Start a group chat
Admins and Super Admins only.
Say the new dryer is being installed on Thursday and four people need to coordinate.
To create a group chat:
- Select the speech-bubble icon in the header.
- Select + beside Group Chats in the left panel.
- Enter a Group name, such as Dryer Install.
- Under Add people, tick each person, or use Search people... to find them.
- Select Create Group.
A group needs a name and at least 2 other people. Select all ticks everyone currently listed, which is handy after a search.
Start a direct message
To message one person:
- Select the speech-bubble icon in the header.
- Select + beside Direct Messages in the left panel.
- Find the person with Search people..., then choose them.
- Select Go.
The conversation opens and appears under Direct Messages.
Who you can reach
Group chats and direct messages aren't tied to a location, so the people list covers your whole company, sorted by name. You can message someone who works at a different site.
Good to know- Admins and Super Admins add and remove a group's members, rename it, and delete it, whoever created it. See Manage a group chat or direct message.
- Star a conversation to keep it at the top of the left panel under Starred.
- There's no way to turn a direct message into a group. Start a group chat and add both people.
Common questions
Why don't I see a + beside Group Chats?
Only Admins and Super Admins create group chats. Start a direct message instead, or ask an Admin to set the group up.
Can I change it later?
Yes for a group: an Admin can rename it and change its members at any time. A direct message is fixed at two people.
Does this affect my other locations?
No. Group chats and direct messages aren't tied to a location, so you can reach anyone at your company.
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