Help Center
DocsMessaging Features
Threads, reactions, file sharing, search, bookmarks, notification customization, and more
Threads
Reply to specific messages to keep discussions organized.
Threads let you reply to a specific message without cluttering the main conversation. When you reply in a thread, the response is grouped under the original message. Other participants see a "replies" indicator on the parent message and can expand the thread to read or join the discussion.
Threads use a flat model — all replies appear at the same level under the parent message. There are no nested threads within threads, which keeps the discussion easy to follow.
Reactions
Respond to messages with emoji reactions.
React to any message by hovering over it and clicking the reaction icon. Select an emoji from the picker to add your reaction. If someone has already reacted with a particular emoji, click that emoji to add your own reaction to the same one. Click your reaction again to remove it.
Reactions are visible to all conversation participants. Each reaction shows a count and, on hover, the names of everyone who reacted with that emoji.
File Sharing
Attach and share files directly within conversations.
You can share files in any conversation by clicking the attachment icon in the message composer or by dragging and dropping files into the chat area. Shared files are displayed inline with a preview when possible.
Supported File Types
- Images — PNG, JPG, GIF, WebP. Displayed as inline previews.
- Documents — PDF, Word (.docx), Excel (.xlsx), PowerPoint (.pptx). Shown with a file card and download link.
- Spreadsheets — CSV and Excel files. Downloadable from the file card.
- Other — ZIP archives, text files, and other common formats. Displayed with a generic file card.
Entity Linking
Share CRM records as interactive cards in your messages.
Entity linking lets you reference CRM records directly in a conversation. When you share a record, it appears as a rich entity card showing key details like the record name, status, and owner. Other team members can click the card to open the full record.
To link an entity, type / in the message composer to open the entity picker. Search for a company, contact, or deal by name and select it. The entity card is inserted into your message and sent along with any text you include.
Supported Entity Types
- Companies — Shows company name, type, status, and owner.
- Contacts (People) — Shows contact name, email, company, and owner.
- Opportunities (Deals) — Shows deal name, stage, value, and close date.
Search
Find messages, files, and linked records across all conversations.
The search bar at the top of the messaging interface lets you search across all conversations you have access to. Results include matching messages, shared files, and linked entity cards. Click any result to jump directly to that message in its conversation.
Pinned Messages
Pin important messages for easy reference.
Pin any message to make it easy to find later. Pinned messages are accessible from the pinned messages panel, which you can open from the conversation header. This is useful for keeping key decisions, important links, or reference information readily available.
To pin a message, hover over it and select "Pin message" from the actions menu. To unpin, open the pinned messages panel or hover over the pinned message and select "Unpin." Any member of the conversation can pin or unpin messages.
Message Bookmarks
Tag messages as decisions, action items, blockers, or follow-ups.
Bookmarks let you categorize important messages so you can track them later. Unlike pins, which simply highlight a message, bookmarks assign a specific tag that describes the nature of the message.
Bookmark Types
- Decision — A conclusion or agreement reached in the conversation.
- Action Item — A task or to-do that someone needs to complete.
- Blocker — An issue or obstacle that is preventing progress.
- Follow-up — Something that needs to be revisited or checked on later.
To bookmark a message, hover over it and select "Bookmark" from the actions menu, then choose the appropriate type. You can view all bookmarked messages from the conversation settings panel, filtered by type.
Keyboard Shortcuts
Navigate and compose messages quickly from the keyboard.
Editing and Deleting Messages
Correct or remove messages you have sent.
You can edit or delete your own messages after sending. Hover over the message and select "Edit" or "Delete" from the actions menu. Edited messages show an "(edited)" indicator so other participants know the content was modified. Deleted messages are removed from the conversation for all participants.
Notifications & Read Status
Stay informed about new messages without missing anything.
When you receive a new message, two things happen: the Messages sidebar badge updates with the unread count, and a notification appears in the notification bell at the top of the page. Opening a conversation automatically marks it as read and clears the badge count.
Per-Conversation Notification Preferences
Control notifications on a per-conversation basis.
Each conversation has a notification preference you can set via the conversation settings panel (gear icon in the header). Choose from three levels:
- All messages (default) — Notified for every new message in the conversation.
- Mentions only — Only notified when you are @mentioned (coming soon). Available in group and channel conversations only.
- None — Mutes all notifications for this conversation. Messages still appear in the conversation but no bell or badge notifications are triggered.
The preference applies to both the notification bell and the sidebar unread badge. In direct messages, the "Mentions only" option is hidden since every DM is directed at you.
Per-Sender Muting
Mute notifications from specific users within a conversation.
In group conversations and channels, you can mute notifications from specific members without muting the entire conversation. Open the conversation settings panel and click the speaker icon next to a member's name to toggle their mute status. Messages from muted senders still appear in the conversation — only the notifications are suppressed.
Global Messaging Scope
Control which conversations trigger notifications globally.
In Settings > Notifications, the New Message type has a scope setting: All conversations or Direct messages only. When set to "Direct messages only," group and channel messages will not trigger notifications (but DMs still will), regardless of per-conversation preferences.