Overview
Internal Chat is your own team's conversation space inside ConversaLabs β a team chat (Slack/Teams style) that lives next to support but is completely separate from conversations with customers. It doesn't create tickets and never enters SLA, CSAT or support reports: it's internal, private communication between the agents in your account.
With it, the team aligns day-to-day work, asks quick questions and shares context (a conversation, a contact, a deal) without switching tools. Internal Chat offers three ways to talk:
- Channels β rooms by topic, team or project (public or private).
- Direct messages β private 1-to-1 messages with another agent.
- Announcements β broadcast channels where only authorized people post and everyone else reads.
Prerequisites
- The Internal Chat module enabled for your account (optional feature β if it doesn't appear in the sidebar, ask an administrator to turn it on).
- An active user (agent) in the account. Internal Chat is for the team only β contacts and customers never take part.
- To manage a channel's members and roles, be a channel owner/admin or an account administrator.
Step by step
- Open Internal Chat from the left sidebar.
- See the list of channels and direct messages on the left, and select one to open the conversation.
- Type in the message field at the bottom and send (the send key follows your profile preference β Enter or Ctrl/β + Enter).
- Use @ to mention a teammate and get their attention.
- Attach files, record audio or react with an emoji, just like in a normal conversation.
- To start a new topic, create a channel or open a direct message with another agent.
Settings & options
- Per-channel notifications: each member chooses to receive everything, mentions only or nothing, and can mute a channel.
- Notification preferences: the Internal Chat types (mention, direct message and announcement) appear on your preferences page and can be enabled for the bell and email.
- Channel avatar: set an image or an icon with a color to identify the channel at a glance.
- Personal note: write a note visible only to you inside a channel, handy for reminders.
- Members and roles: owner, admin and member, with permission to add/remove and promote/demote.
Use cases
- Coordinate the support team in real time without an external tool.
- Ask a teammate for help on a customer and share the conversation as a card.
- Post operational notices in an Announcements channel everyone reads.
- Align sales: discuss a CRM deal or a charge right in the team chat.
Tips, limits & best practices
- Internal Chat is separate from Conversations: messages here never reach the customer.
- Use private channels for sensitive topics and Announcements for official notices.
- Tune each channel's notification level so you aren't distracted by everything.
- Keep channels organized by topic/team so search and history stay useful.
Troubleshooting
- I don't see Internal Chat: the module may be disabled for the account or your role β talk to an administrator.
- I can't add/remove members: this action requires being a channel owner/admin or an account administrator.
- I'm not getting notifications: check the channel's notification level, whether it's muted, and your bell/email preferences.