Collaboration
Team messaging, group workspaces, and an AI assistant — all inside the portal where your work already lives. Create groups around projects, clients, or topics. Share portal records directly into the conversation. Add your AI assistant as a team member. No app switching, no copy-pasting links, no context lost between tools.
Features
- ✓ Groups — create team workspaces around any topic: a project, a client, a department, or a recurring discussion
- ✓ Per-group chat channels — each group has its own persistent message thread, separate from all others
- ✓ AI assistant as group member — add the AI to any group chat; it reads shared records and chat history and responds when addressed
- ✓ Shared portal record links — share any portal record (matter, project, customer, work order, etc.) directly into a group conversation with one click
- ✓ Internal Chat — floating 💬 bubble for direct messages and quick group chats without leaving any screen
- ✓ Online presence — green/gray dot indicators show who's active right now
- ✓ Typing indicators — see when teammates are composing a reply ("Ryan is typing •••")
- ✓ Read receipts — "Seen by [names]" on sent messages so you know when the team has read it
- ✓ Desktop notifications — browser alerts with sender name and message preview; click to open; audio ping on new messages
- ✓ Date-grouped message history — messages organized by Today, Yesterday, weekday, and date for easy review
- ✓ #hash record references — type a # to link portal records inline; recipients click through to the live record
- ✓ Multi-member group chats — create group conversations from Internal Chat with a multi-select member picker
- ✓ Group management — add/remove members, rename groups, configure settings per group
- ✓ Video & audio calling — initiate calls directly from group or direct chat contexts
- ✓ Collaboration dashboard — stat cards (Total Groups, Unread Messages, Recent Activity) with unread badges and recent group list
- ✓ QBE and column customizer — advanced filtering and customizable columns on the groups list with CSV export
What sets it apart
AI that's part of the team
Add the AI assistant as a member to any group. It sees the shared portal records and chat history, and jumps in when addressed — like having an analyst in every meeting.
Work lives in the conversation
Share any portal record directly into chat — matters, projects, customers, work orders. No links to external systems, no copy-pasting. The record is right there in the thread.
No app switching
The 💬 chat bubble floats on every screen. Message your team without leaving the record you're looking at. Your work and your conversation stay in the same place.
Real-time presence
Typing indicators, read receipts, online presence dots, and desktop notifications — the real-time features your team expects, built into the same portal they already use every day.
See it in action
Watch how groups, shared records, and the AI assistant work together in a live demo.
Schedule a Demo