The room’s conversation, with the work inside it
Messages, files, voice and video notes sit beside live cards for the room’s tasks, notes, meetings and minutes. Any message can become a to-do, and business intelligence answers questions right in the conversation.
Northwind rollout
6 members · AI project manager
Priya S · 9:12
Arjun M · 9:20
Convert to → To-do
Send Northwind the SSO checklist
9:24
Riya N is typing
The agent speaks in the same conversation
Chat is where conversational intelligence starts: the room’s interactions, and the agent’s outputs, all land in one stream.
- 01
Business intelligence on request
Workspace owners mention @Business intelligence, pick a date range and get an executive summary, outcomes, priorities, risks and next steps for the room.
- 02
Ask the agent about a file
Send any file shared in chat to the AI project manager and ask it what you need to know.
- 03
Outputs posted as cards
What the agent produces — tasks, notes, schedules, minutes — appears in the conversation as a card the room can open.
Everything a team says, and everything it shares
Chat is free and sits in the same agentic room as the tasks, files and meetings it talks about.
Mentions and task links
Type @ to mention a person or everyone, # to link a room, or #number to attach a task to the message.
Voice, video and screen notes
Record an audio note, a video note or your screen, and send it to the room in place of a long message.
Convert to a to-do
Turn a message into a to-do on any list, with the date picked up from the message text, or convert it to a note.
Files, places and contacts
Drag in files, share from the room’s files, or send a location, link or contact card.
Read by and delivered to
See who has read each message and who it was delivered to, and who is typing right now.
Reactions and replies
React with Sounds good, Agree or Looking into, quote a message in a reply, or reply one-on-one.
Every message is a starting point
Open a message’s menu and the conversation becomes work without leaving the room.
Convert to
Owners and hosts turn a message into a to-do or a note in one step.
Set a reminder
Get reminded about a message later, so a request is not lost in the scroll.
Request approval
Ask for a formal yes on what a message proposes, tracked in the room’s approvals.
Forward or reply one-on-one
Forward a message to another room, or take a reply into a direct conversation.
Message
Actions
Convert to
To-do
To-do #15 created · due Friday
In the message bar
- @ mention a person or All
- # link a room · #14 attach a task
- @Business intelligence
A conversation that leaves work behind
What gets said in chat becomes tasks, notes and meetings in the same agentic room.
Someone asks
A request is posted in the room, with the file it refers to.
It becomes a to-do
The message is converted to a to-do with the date taken from the text.
Context is kept
Longer messages are converted to notes the room can keep editing.
A call follows
When chat is not enough, the meeting and its minutes land in the same room.
Who runs on Chat
One conversation per project
Every project room holds its own chat, so decisions sit next to the tasks and files they concern.
Updates without typing
Voice and video notes from site, with locations shared straight into the room.
Ask how a room is doing
Workspace owners ask business intelligence for a summary of outcomes, risks and next steps without leaving the chat.
Chat, answered
No. Chat is free. Business intelligence questions asked in chat use BI credits, and commands the agent executes use command credits.
Yes. Owners and hosts can convert a message to a to-do on any list, with the date read from the message, or convert it to a note.
Yes. Message info shows who the message was delivered to and who has read it.
Workspace owners. They choose a date range and whether the answer is visible only to them or to the whole room.
Yes. Search room finds messages across the room and jumps straight to the message in the chat.
Deploy an AI project manager with Chat
Every agentic room comes with its apps and its AI project manager. Start free, or walk through it with us.