Internal notes
Visually distinct from customer messages and never sent. They stay in the timeline for whoever picks the thread up next.
In developmentPart of inChat early access
Team collaborationTalk to your team right inside the conversation.
Internal notes and @mentions sit between the customer’s messages, visible to your team and never sent to the customer. Questions get answered where the context is, not in a separate group chat.
The job it does
The answer is in a group chat nobody can find later.
Small teams coordinate constantly: “is this the same person?”, “can you do Thursday?”, “what did we quote?”. When that happens in a separate group chat, it’s gone the moment the thread scrolls away.
Without it
- Questions about customers asked in a separate team chat
- Screenshots forwarded to get a second opinion
- Decisions not recorded anywhere the next person can see
- Customers repeat themselves after a handoff
With inChat
- Internal notes inside the customer’s thread
- @mentions that notify the right teammate
- Every decision stays with the record
- Handoffs carry the whole story
Capabilities
What team collaboration includes.
@mentions
Pull a teammate into a conversation without reassigning it. They get notified and can answer in a note.
See who’s on it
Owner and status on every thread, so two people don’t reply at once.
Shared history
Notes, handoffs and status changes are part of the customer’s timeline.
Accountability
Collaboration without losing track of who owns it.
Mentioning a teammate asks for help; it doesn’t hand the conversation over. The owner stays responsible for the reply, and the person who was mentioned answers in a note. When the work really changes hands, that’s a reassignment, and it’s recorded.
- Mentions notify without changing the owner
- Reassignments recorded with a reason
- Notes searchable alongside messages
- Notes kept out of exports sent to customers
How it works
Getting started, step by step.
Agree on what goes in notes
Decisions, promises, quotes and anything the next person needs. Keep sensitive details out of chat altogether.
Mention instead of forwarding
Need a second opinion? Mention a teammate in the thread instead of sending a screenshot.
Hand off with a sentence
Every reassignment gets a one-line note: what was promised and what’s next.
Especially useful for
Team collaboration FAQ
Questions about team collaboration.
What it does, how it’s designed, and what’s still being decided.
Ask us something elseNo. Notes are designed to be stored and displayed separately from messages, and they’re never sent to the channel.
Probably, for things that aren’t about a customer. inChat keeps customer-related coordination with the customer, so it doesn’t get lost.
It’s in development as part of the launch scope. inChat is in early access.
Related
Related features and reading
- ProductConversation assignment
- ProductCustomer history
- GlossaryInternal notes
- GuideMessaging sales best practices
- SolutionGet client chats off personal phones
- ProductUnified inboxEvery connected channel in one shared team inbox.
- ProductConversation managementStatuses, views and waiting timers so nothing sits unanswered.
Early access
Make every conversation count.
Join the early-access list to see inChat in action, help shape what we build next, and be first to know when your team can start.
- A walkthrough built around your channels
- Early look at pricing and plans
- A direct line to the product team