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ChatGuide Β· v1.0

Create a channel and message your team

Create a named channel within your entity, add colleagues, and post messages with mentions and attachments.

Channels are named rooms within a single entity where your team can talk in one place. This guide walks you through creating a channel, adding members from your entity, and posting your first message.

Before you start

  • You need the chat.participate capability. Without it, Chat shows You don’t have access to staff chat.
  • You can only add colleagues who belong to the same entity β€” the member list is drawn from that entity’s eligible staff.
  • Your #general channel already exists for every entity and everyone in it is joined automatically, so create a new channel only when you want a focused, separate room.

Steps

  1. Open Chat. You arrive in your entity’s #general channel by default.

  2. If you belong to more than one entity, choose the right one from the Entity selector at the top of the conversation list.

  3. Under Channels in the left-hand list, select the + button (New channel).

    [screenshot: New channel button in the Channels list]

  4. In the New channel panel, type a Channel name (for example, sales).

  5. Under Add members, tick each colleague you want to include. You are always added yourself.

    [screenshot: New channel panel with name field and member checkboxes]

  6. Select Create channel. The new channel opens ready to use. (Choose Cancel to discard.)

  7. In the composer, type your message. To mention someone, type @ and pick a name from the suggestions β€” mentions resolve to channel members only, and each mentioned person receives an in-app notification.

  8. To attach a file or image, select the πŸ“Ž (Attach) button and choose a file, then Send. A message can carry text, attachments, or both.

    [screenshot: message composer with @mention suggestions and attach button]

Result

Your channel appears under Channels and rises to the top of the list as people reply. Messages you send show your name and time; you can Edit or Delete your own messages (only your own) β€” an edited message is marked (edited) and a deleted one renders as message deleted. Text is limited to 8,000 characters, and unread messages show a count beside the channel name.

Put this into practice