Chat

Chat is the team’s messaging inside MyRecords: channels for a group (sales, accounts, support, the whole team) and direct messages between two people.

Messages arrive live, without reloading the page. Chat has no menu of its own: the list of channels and people is its sidebar.

The Chat page

• Activity gathers your mentions, threads, reminders and saved messages.
• Search chat finds a message in any conversation you are in.
• Browse channels lists the public channels you have not joined, each with Join.
• New channel creates one; Chat settings holds your own chat options.
• Channels lists the channels you belong to. A # marks a public channel and a lock a private one; a conversation with unread messages is shown in bold.
• Direct message, at the bottom: type a colleague’s name in Find a person… to open your conversation with them. Two people always share the same conversation; it is never duplicated.

Send a message

1. Pick a channel or a person on the left.
2. Type your message in the box at the bottom and press Enter. Shift+Enter starts a new line.
3. Type @ and a name to mention a colleague; it shows in their Activity.
4. Press the paperclip to send a file or a photo (up to 25 MB by default). Pictures show inline.

Messages are grouped by day, newest at the bottom, with the sender and the time.

On a message, Reply in thread keeps a side conversation together. You can also react, Pin it, Save for later, Remind me, Forward it, see who read it, Attach to a record, or Make a to-do, task, lead or ticket from it.

Start a channel

1. Press New channel.
2. Type a Name, for example sales-team.
3. Choose Public (anyone can join) or Private (invite only).
4. Press Create channel, then add the people.

Tip

Create a channel per team or project. Keep customer documents on the customer’s record rather than in a chat: the record keeps them with its history, and chat is for talking.

The assistant and AI in Chat

With the AI Assistant switched on, a bot called MyRecords Assistant is in the people list. Send it a direct message with a question about your records; it answers from what you are allowed to see, like the Assistant page. Catch me up summarises what you missed, Action items to to-dos turns a conversation into to-dos, and Translate shows a message in your language. These need the AI Assistant add-on (and an AI key on your own server).

On a phone

Chat works in any phone browser; Chat is on the bottom bar, except for people who only use My HR (they get My HR there). Notifications pushed to your phone when the browser is closed are available once phone push is connected for your company.

Who sees this

• Everyone with the Chat user role can chat. Every access pack includes Chat.
• Channel membership decides who reads what: a private channel’s messages are visible only to its members, and a direct message only to its two people.
• Your administrator manages chat users, workspaces and the chat bots under Chat › All screens. AI agents in Chat are a module of their own (Chat AI agents).