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ChatGuide Β· v1.0

Send a direct message

Start a one-to-one conversation with a colleague who shares an entity with you.

A direct message is a private one-to-one conversation with a colleague. This guide shows you how to start one, and explains how existing conversations are reused.

Before you start

  • You need the chat.participate capability to use staff chat.
  • You can only message someone who shares an entity with you. If you pick a colleague who does not, the message is rejected.
  • Every direct conversation is created once and reused β€” messaging the same person again reopens the existing thread rather than making a new one.

Steps

  1. Open Chat.

  2. In the left-hand conversation list, find the Direct messages section and select its + button (New direct message).

    [screenshot: New direct message button under Direct messages]

  3. In the New direct message panel, under Choose a person, select the colleague you want to message. Only staff from your current entity appear here.

    [screenshot: New direct message panel listing eligible colleagues]

  4. The conversation opens immediately. If you have messaged this person before, the existing thread reopens with its history intact.

  5. Type your message in the composer and select Send. You can also attach a file or image with the πŸ“Ž (Attach) button β€” a message may carry text, attachments, or both.

    [screenshot: direct message conversation with composer]

Result

The conversation appears under Direct messages and moves to the top of the list on new activity. Unread messages show a count beside the person’s name until you open the conversation, which marks it as read. As with channels, you can Edit or Delete your own messages (only your own): an edit is marked (edited) and a deletion renders as message deleted. Message text is limited to 8,000 characters.

Put this into practice