Before you start
The Conversations area brings shared chats and messages attached to work records into one inbox, including news, ideas, customers, opportunities, projects, goals, tasks, candidates, and training needs.
Messages remain attached to their original record. Use the conversation header to open that record and review the rest of its information.
Information
A conversation only appears while you can access its original record. Following or posting in it does not preserve access after your permissions, visibility, or enabled company features change.
Use Relevant and All
Relevant contains:
- every chat you can access;
- conversations where you posted;
- conversations where someone mentioned you;
- conversations you chose to follow.
Select All to see every accessible conversation that already has messages, even when you have not participated.
Search filters by the title of the chat or work record. It always applies the same permissions and visibility rules.
Understand unread messages
The unread count includes every new message and reply except messages you sent yourself. Opening a conversation marks the messages shown to you as read.
Messages and replies appear together in chronological order, so you can follow the complete discussion without opening subthreads.
Open the related record
In a work conversation, select Open followed by its source type, such as Open Project. The original page retains its details, actions, and access controls.
Take part and organise your inbox
Send a message
- Open a conversation.
- Write in the field below the messages.
- Add formatting, a mention, or a file when needed.
- Select Send.
An archived chat keeps its history but does not accept new messages.
Follow or unfollow
Select Follow to keep a work conversation in Relevant without posting. You can select Unfollow later.
If you previously posted or were mentioned, unfollowing does not remove it from Relevant because those reasons are stored separately.
Conversations that stay separate
The complaint channel never appears in this inbox. It keeps its protected workflow and encrypted messages. The personal AI assistant also uses its own conversation and is not mixed with messages between people.
Result
You can verify the result in your personal area or through the status described above.
Common problems
- Change from Relevant to All.
- Search for the original record's title.
- Check that you can still open that record from its own area.
- For a chat, ask its creator to review visibility.
- Ask an administrator to check your permission and the relevant feature if the whole area is unavailable.