Plan availability: Startup or higher for the full experience. Free workspaces get Team Chat too, limited to 3 public channels and the last 30 days of history, without file sharing or @Clarky. See Plans & Billing.
Channels
Public rooms anyone can join, private channels for sensitive topics
Direct Messages
1:1 and group DMs with anyone in your workspace
@Clarky in Channels
Mention @Clarky anywhere to pull CRM answers into the conversation
Threads and Reactions
Keep side discussions tidy and react with emoji
Where to find it
Chat is the first item in the sidebar (tagged “Internal”) and the default screen after you log in. Your channels and direct messages are listed right in the sidebar, with unread and @mention badges so you can see what needs attention at a glance.Clarky itself is pinned at the top of your Direct messages. That conversation is Ask Clarky, your 1:1 line to the CRM assistant.
Channels
1
Create a channel
Click the + next to Channels in the sidebar. Give it a name and an optional description.
2
Choose public or private
Public channels are visible to everyone in the workspace and anyone can join. Private channels are invite-only and invisible to non-members.
3
Invite people
Open the member list in the channel header to add teammates. Posting in a public channel joins it automatically.
Direct messages
Click the + next to Direct messages to start a DM. Pick one person for a 1:1 or several for a group DM. Starting a DM with the same people always lands you back in the same conversation, so history never splits.Threads, reactions, and mentions
Threads
Threads
Hover any message and choose Reply in thread to branch off a side conversation. Threads open in a panel on the right and keep the main channel readable.
Reactions
Reactions
Hover a message to react with an emoji. Reactions stack, and you can tap an existing one to add yours.
@Mentions
@Mentions
Type @ to bring up an autocomplete of your teammates. Mentioned people get a notification even if they’ve turned the channel down to mentions-only.
Editing and deleting
Editing and deleting
You can edit or delete your own messages from the hover menu. Deleted messages leave a placeholder so threads stay coherent.
Clarky is a teammate
Mention @Clarky in any channel or thread and Clarky answers right there, visible to everyone in the room. It’s the same assistant as Ask Clarky, with the same access to your contacts, companies, pipeline, bookings, and analytics. Examples of what to ask in a channel:- “@Clarky who is on the calendar tomorrow?”
- “@Clarky which quotes have gone quiet this week?”
- “@Clarky what’s in the pipeline for Acme Corp?”
- “@Clarky pull up Jordan Smith’s contact details”
@Clarky answers with the CRM visibility of the person who mentioned it, and the reply is visible to everyone in the channel. Available on paid plans.
File sharing
Attach files to any message in a channel or DM. Images preview inline; everything else shows as a downloadable file. Uploads count toward your workspace storage and are available on paid plans, up to 25 MB per file.Notifications
You’re in control of the noise at two levels. Each channel has its own setting in the header:
DMs always notify. The Team chat row on Notifications is the global on/off for Team Chat push notifications.
Notifications arrive as push messages on your devices. If someone DMs or @mentions you and you don’t have a push device set up, Clarky emails you instead (at most one email per channel every 30 minutes, so a busy conversation never floods your inbox).
Who can use Chat
Every workspace member has Chat access by default. Admins can turn it off per member with the Chat toggle on Settings > Users, including when sending an invite. Admins always have access.Free plan limits
Free workspaces get a real, working Team Chat with a few limits:Older messages on the Free plan are hidden, not deleted. Upgrade and your full history reappears.
Next steps
Ask Clarky
Your pinned 1:1 conversation with the CRM assistant
Plans & Billing
See what each plan includes