Steps
1
Go to Chat
In the left navigation, select Chat.
2
Start a conversation
Select New conversation, then search for a person to message them directly, or add
more than one person to start a group.
3
Write your message
Type and send. Type
@ followed by a name to mention someone directly, or reply to a
specific message to quote it. You can also react to a message and pin one that matters.Verify
Your message appears in the thread, and you can see whether the other person is currently
online.
Common problems
- You can’t message another agent. You can always message a supervisor or admin — that’s always available. Messaging another agent directly needs two things: your admin has turned peer-to-peer chat on for the workspace, and you share a campaign with that agent.
- You can message some agents but not others. You only share campaign assignment with some of them — peer chat is scoped to people you actually work with.