Chats (Advanced): Group chat threads
Clients and team members with account access can participate in a group chat thread.
Group chats
If several team members have access to one account, they can communicate with all active users of that account in the same chat thread. Each person involved in the thread will receive a notification when there’s a new message. And you can always grab someone’s attention in the chat by mentioning them using the @ symbol.
Send messages on behalf of other team members
When a thread is automatically started via pipeline automation, the name of the person who created the chat template appears in the From field. This is the name the recipient will see. However, you can change the name by clicking in the From field and selecting another, whether yours, the firm owner’s or another team member’s.
Communicate with your team members
If you need another team member to join a conversation related to a client project, you can mention them in a chat thread using the @ symbol. This will notify them via email and Inbox+ (as long as notifications are set in their preferences), and they can join the conversation. Note that these messages will be visible to the client.
