Staff Chat

Staff Chat is a team messaging space inside the CRM.

1. Go to HR → Chat.
2. Pick a channel on the left (for example general).
3. Type in Type a message... and press Enter. Type @ to mention a teammate. You can reply in a thread, react, and add GIFs.

Workflows can post here automatically with the Post to Channel step, for example to announce new leads or a daily briefing.

Here is a video walking through these steps: