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Everything you need to know about using Laureo

Conversations

Create and manage Direct Messages, Group Chats, and Channels

Direct Messages

Private one-on-one conversations with a team member.

Direct Messages (DMs) are private conversations between you and one other person on your team. Only the two participants can see the messages. DMs are ideal for quick questions, private feedback, or any discussion that does not need a wider audience.

Start a new DM

Click the compose button at the top of the conversation list and select "Direct Message." Search for or select the team member you want to message.

Find an existing DM

Your existing DMs are listed in the sidebar under the Direct Messages section. You can also use the search bar at the top of the conversation list to find a specific person by name.

One DM per pair

You can only have one Direct Message conversation with each team member. If you search for someone you have already messaged, the existing conversation will open instead of creating a duplicate.

Group Chats

Multi-person conversations for teams and projects.

Group Chats let you bring multiple team members into a single conversation. They are great for account teams, project groups, or any scenario where several people need to collaborate on a topic.

Create a Group Chat

Click the compose button and select "Group Chat." Give the group a name (e.g., "Enterprise Account Team") and add at least two other members.

Name your group

Choose a descriptive name that makes the group easy to find later. You can change the name at any time from the conversation settings.

Add members

Search for team members by name and add them to the group. You can add or remove members after the group is created.

Group Chat Roles

Owner — The person who created the group. Can rename the group, change settings, add or remove any member, and assign admin roles. Cannot be removed.
Admin — Can add or remove members and rename the group. Assigned by the owner.
Member — Can send messages, react, share files, and participate fully, but cannot modify group settings or manage members.

Channels

Named, topic-based conversations open to the team.

Channels are persistent, topic-based conversations that team members can browse and join. Unlike Group Chats, Channels are discoverable by anyone in the organization. Use them for ongoing discussions like department updates, product feedback, or support escalations.

Create a Channel

Click the compose button and select "Channel." Enter a unique name for the channel (e.g., "sales-updates" or "product-feedback") and an optional description explaining its purpose.

Set a description

Add a description so other team members know what the channel is for. The description is visible when browsing available channels.

Invite initial members

Optionally add members when creating the channel. Other team members can find and join the channel later on their own.

Unique channel names

Channel names must be unique within your organization. If you try to create a channel with a name that already exists, you will be prompted to choose a different name.

Every conversation in the sidebar supports a context menu that lets you manage the conversation without opening it. On desktop, right-click the row. On mobile, press and hold the row — the menu appears as a bottom sheet.

Context Menu Actions

Star / Unstar — Toggles the star flag. Starred conversations appear at the top of the sidebar for quick access.
Mute / Unmute — Suppresses notifications for this conversation while keeping it in your list. Muting also sets the notification preference to None; unmuting restores it to All messages.
Mark as read / Mark as unread — Toggles the unread indicator for the conversation. Marking as unread keeps the blue dot or count badge visible until you open the conversation again; marking as read clears it immediately.
Archive — Removes the conversation from the active list without deleting it. Only the Owner or an Admin of a group or channel sees this option.
Delete — Removes the conversation from your chat list only. See Deleting your copy below.

Mobile long-press

On a phone or tablet, press and hold a conversation row for about half a second. The device gives a short haptic buzz and the action sheet slides up from the bottom of the screen.

Managing Conversations

Mute, star, archive, and control notification preferences.

You can manage your conversations from the conversation header, the context menu on the sidebar row, or the settings panel (the gear icon in the header). The following options are available:

Star — Starred conversations appear at the top of your sidebar list for quick access. Toggle the star on or off at any time.
Mute — Muted conversations will not send you notifications for new messages. The conversation still appears in your list, and unread counts are still tracked, but you will not receive push or in-app alerts.
Archive — Remove a conversation from your active list without deleting it. Archived conversations can be found via search or the archive view and restored at any time. Archiving is restricted to the Owner or an Admin of the conversation.
Notification preferences — Customize whether you receive notifications for all messages, only mentions, or nothing. This setting is per-conversation and overrides your global notification defaults.

Mark as Read or Unread

Control the unread indicator on a conversation without opening it.

The sidebar shows an unread indicator on every conversation that has new messages: a single blue dot for one unread message or a numbered badge (capped at 99+) for multiple. When you open a conversation, the indicator clears automatically and the conversation is marked as read.

To flag a conversation to revisit later, open the context menu and choose Mark as unread. The indicator stays visible until you open the conversation again. To clear the indicator without opening the conversation, choose Mark as read instead.

Deleting Your Copy

Per-user soft-delete removes a conversation from your chat list only.

The Delete option in the context menu removes the conversation from yourchat list. Other members are not affected — they still see the full conversation, including any messages you sent. If someone sends a new message in the deleted conversation, it reappears in your list.

Open the context menu

Right-click the conversation in the sidebar on desktop, or press and hold on mobile.

Choose Delete

The Delete action appears in red at the bottom of the menu. A confirmation dialog asks you to confirm.

Confirm

Click Delete in the dialog to remove the conversation from your list. The action is immediate — your list updates without a page refresh.

Delete vs Archive

Delete is a per-user action: it only affects your view. Other members still see the conversation. Archive, by contrast, removes the conversation from everyone's active list and is only available to Owners and Admins of a group or channel.

What if I change my mind?

You can't restore a deleted conversation on your own, but any new message posted by another member will bring the conversation back into your list with the new message at the top.

Member Management

Add, remove, and manage members in Group Chats and Channels.

Group Chats and Channels support flexible membership management. Who can manage members depends on the role structure of the conversation.

Member Actions

Adding members — Owners and Admins can add new members at any time. Search for a team member by name and click to add them. New members can see the full message history.
Removing members — Owners and Admins can remove members from the conversation. Removed members will no longer see new messages but their previous messages remain visible to others.
Leaving a conversation — Any member can leave a Group Chat or Channel voluntarily. If the owner leaves a Group Chat, ownership transfers to the next admin or the longest-standing member.
Changing roles — The Owner can promote a member to Admin or demote an Admin back to Member. This is available from the member list in conversation settings.

New members see full history

When someone is added to a Group Chat or Channel, they can scroll back through the entire message history. Keep this in mind when discussing sensitive topics before adding new members.

Messaging Overview— Introduction to the messaging feature and key capabilities Messaging Features— Threads, reactions, file sharing, search, and more Deal Rooms— CRM-connected conversations tied to opportunities

Messaging Overview

Messaging Features