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Send, reply, mention and forward

Room chat is where the room talks. You can mention people, link a task, reply to a message, forward it to another room and see who has read it. Everyone in the room can send messages; the options on each message depend on whether you sent it and on your room role.

How to send a message​

  1. Open a room and select Chat in the apps dock (or from Apps).
  2. Type in the message box (Type message - @ to mention, / for formatting).
  3. Press Enter or select Send.

How to mention someone​

  • Type @ and pick a person from the list to mention them, or pick All to mention everyone in the room.
  • Type # and pick a room to link it, or type # followed by a task number to attach that task to your message.

How to ask @Business Intelligence​

Workspace owners can ask business intelligence about the room without leaving the chat.

  1. In the room chat, type @ and select Business Intelligence.
  2. Pick the date range the answer should cover.
  3. Type your question and send it.
  4. The answer appears in the chat as a Business Intelligence message with its date range: an executive summary with outcomes, priorities, risks and next steps.

Use the visibility toggle next to the composer to keep the answer Visible only to you or make it visible to the room's owners.

note

Only workspace owners can use Business Intelligence in chat. Answers use BI credits from your agent credit allowance. See Business intelligence.

How to reply to a message​

  1. Hover over the message and select the ⋯ (more) button.
  2. Select Reply. The message is quoted above the composer.
  3. Type your reply and send it.

To answer someone privately, select Reply one-on-one instead. The reply goes to your one-on-one room with that person.

How to forward a message​

  1. Open the message's ⋯ menu and select Forward.
  2. Select the messages you want to forward (you can tick several).
  3. Choose the rooms or people to forward them to and confirm.

How to edit or delete your message​

  1. Open the message's ⋯ menu.
  2. Select Edit, change the text and save it. The message shows that it was edited.
  3. Or select Delete message and confirm with Delete.

A deleted message stays as a placeholder. Select Delete permanently on it to remove it completely.

note

You can edit your own messages. You can delete your own messages, and the room's owner can delete any message. The owner can also select Owner Lock on a message so it cannot be changed.

How to see who read a message​

  1. Open the ⋯ menu on a message you sent.
  2. Select Message info.
  3. Read By lists who has read the message and when; Delivered To lists who it reached.

How to search a room's chat​

  1. Open the chat's options menu at the top of the chat.
  2. Type in Search room.
  3. Select a result to open it.

How to mute a room​

  1. Open the chat's options menu.
  2. Under Mute, choose Silence or Mute room, or None to hear notifications again.