Chat
Talk about the work next to the work.
Channels, threads and direct messages next to your records. Share an invoice or ticket as a card; approve leave there.
- Works today on the demo company
- Live demo sign-in from us, on request
- Your server or MyRecords Cloud
- First response
- Met · 18 min
- Resolution
- Met · 2 h 40 min
- SLA
- Standard
- Assigned to
- Divya Nair
-
Ramesh Kulkarni by e-mail · 10:02
Order SO-0412 came today, but 2 cartons of 4″ steel hinges are short. Please check.
- Ticket created from e-mail · SLA Standard applied
- Assigned to Divya Nair · Orders team, round robin
- Divya shared the ticket to #godown in Chat
-
Divya Nair reply · 10:20
Sorry, Ramesh. The 2 cartons left our Peenya godown today on DN-0233.
- Divya set status to Resolved · 12:42
# godownthread
Divya Nair 10:06
@Suresh was SO-0412 sent in full?
Suresh Patil 10:14
2 cartons missed the van. Sending today on DN-0233.
E-mail tickets work once your support mailbox is connected; agents can also raise tickets for callers, and customers through the portal. Fictional customer and team.
What it fixes
What changes with Chat.
In short
Chat in MyRecords gives the team channels, direct messages and threads inside the same system as the books. Any record, from an invoice to a support ticket, can be shared as a card, and a leave request, expense claim or any record with an approval step can be approved from its card. Messages arrive live in the browser; push to phones works once the push service is connected.
-
Before: Work talk is spread over personal WhatsApp groups.
With Chat: Channels per team or project inside MyRecords. When someone leaves, the history stays with the company.
-
Before: Every message about an invoice needs a screenshot.
With Chat: Share the record itself as a card. Colleagues open it with one tap, if their role allows.
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Before: Approvals wait until the manager is back at the desk.
With Chat: Approve a leave request, an expense claim or any record with an approval step from its card in Chat.
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Before: Decisions get lost in long conversations.
With Chat: Threads, pins, saved messages and one search across messages, files, links and polls.
What it does
What Chat does for you.
Everything here works today on the demo company, except where a tag says it needs your account or works in part.
- 01
Channels and direct messages
Public and private channels, grouped in workspaces, and one direct conversation per pair of people. Unread counts, @mentions,
- 02
Threads, polls and reminders
Reply in a thread, react, run a poll, set “Remind me” on a message or “Send later”. Format text, send a voice note, and pin or save messages. Activity gathers mentions, threads, reminders, scheduled and saved.
- 03
Record cards and approvals
Share any record as a card, from an invoice to a lead or a ticket; opening it still follows each person’s access. Leave requests, expense claims and records with an approval workflow show Approve and Reject to their approver, and “Ask for approval” sends one to a colleague.
- 04
Make a record from a message
Turn a message into a to-do, task, lead or support ticket, with a link to it under the message. A file sent in chat can be attached to a record.
- 05
Search, files and export
Search messages, files, links and polls, by person and conversation. Send files and photos up to 25 MB. Export a conversation as a PDF by date range.
- 06
Workspaces, department channels and bots
Chat admins group channels and people into workspaces. With HR, a channel per department is made and kept in step as people join and move. A bot can post recurring messages, and message actions run from any message.
- 07
AI in Chat
“Catch me up” summarises unread messages, “Action items” proposes to-dos, “Translate” turns a message into English or 11 Indian languages, “Show transcript” writes out a voice note, and the MyRecords Assistant answers in a direct message. With the AI Assistant add-on; transcripts need Gemini or Vertex AI.
- 08 Once connected
WhatsApp and phone push
Once WhatsApp Business is connected, messages from verified customer, supplier and staff numbers land in the channels you choose, and replies can go back on WhatsApp. Phone notifications work once the push service is connected; in the browser, messages arrive live today.
- 09
Document notifications and webhooks
A separate module you switch on. A bot posts to a channel or a person when a record is created, changed, submitted, cancelled or deleted. Webhooks send chat events to another system and let another system post into a channel.
- 10 Once connected
Chat AI agents
A separate module you switch on. AI bots in chat that follow your instructions, look up or create records through functions you allow, and read files you give them. They run on your own OpenAI account or a model you host.
Try it
See it on the demo company.
We show you the live system on a call, with the demo company's team channels. Ask for a demo sign-in to explore it yourself, or join the pilot programme.
Reports and roles
What you see, and who sees it.
Reports come ready on day one. Each person sees only the screens and records their role allows.
Reports you get
- Activity: mentions, threads, reminders, scheduled and saved messages
- Search across messages, files, links and polls
- Read by, on each message
- Conversation export (PDF, by date range)
- Daily e-mail of unread mentions
Who sees what
- Every user
- Chat in the channels they belong to and in direct messages. Every access pack includes Chat.
- Channel admin
- Rename and describe their channel, choose who can join, archive or delete it, and manage its members.
- Chat admin
- Workspaces, people, department channels, message actions, recurring messages, the WhatsApp inbox, bots, document notifications and webhooks.
Before you decide
What works today, and what does not.
Said plainly, so you can plan around it. What comes next is on the roadmap.
Works today8
On the demo company, now.
- Channels and direct messages
- Threads, polls and reminders
- Record cards and approvals
- Make a record from a message
- Search, files and export
- Workspaces, department channels and bots
- AI in Chat
- Document notifications and webhooks
Once you connect2
Built in; needs your own account with the provider.
- WhatsApp and phone push
- Chat AI agents
- On a phone
- Works in any phone browser and installs to the home screen. Messages arrive live while the page is open; push to phones needs the push service connected. Chat needs a connection.
- Bringing data in
- Nothing to import: Chat starts empty. People come from your users, and department channels from HR.
- Getting data out
- Export a conversation as a PDF by date range. On your own server, every message sits in your own database.
- Integrations
- Document notifications and webhooks come with their own module. WhatsApp works once WhatsApp Business is connected, and phone push once the push service is connected. “Catch me up”, action items and translate need AI Assistant; Chat AI agents need your own OpenAI account or a model you host.
- Where it runs
- Runs as your own dedicated system: on your server under an AMC, or on MyRecords Cloud for a monthly fee. Your team's messages stay in your system, not on a consumer chat app. Data ownership and exit
Questions
Questions people ask
Something else on your mind?
Ask us anything about modules, a quote or moving across. A person from our team replies.
Ask a question01Do we still need WhatsApp groups?
For customers, perhaps. For work inside the company, Chat keeps the conversation next to the records and the history stays with the company when someone leaves.
02Will I get notified on my phone?
Push to phones works once the push service is connected. Until then, messages arrive live while MyRecords is open, and a daily e-mail lists the mentions you have not read.
03If I share a record, can everyone in the channel open it?
Only the people whose role lets them open that record. The card does not widen anyone's access.
04Can I approve leave from Chat?
Yes. A leave request or expense claim shared as a card shows Approve and Reject to its approver, and so does any record with an approval workflow. The same rules apply as on the record's own screen.
05Can customers chat with us here?
Not as chat users; Chat is for your team. Once WhatsApp Business is connected, WhatsApp messages from customers' verified numbers can land in a channel and your replies go back on WhatsApp. Customers also reach you through Support, by e-mail once your mailbox is connected, or through the customer portal.
06What do Chat AI agents do?
They are AI bots that answer in chat by the instructions you give them, and can look up or create records through functions you allow. They are a separate module and run on your own OpenAI account or a model you host. The MyRecords Assistant in chat comes with AI Assistant instead.
Last updated Applies to MyRecords 3 Nov 2026 release
Next step
See it on your own numbers.
A live demo on our sample company, with the modules you would switch on. Or ask us for a quote first.
Live demo
Book a walk-through
- On our sample company, for your kind of work
- A quote for the modules you need
- Your questions, answered by our team