💬 Internal Chat: Team Communication

1. Introduction & Access

The Internal Chat feature allows team members to communicate securely with each other directly within the Velocity360 platform. This is separate from client-facing conversations (SMS, Email) and is never visible to the customer.

Where to Find Internal Chat

• Location: Navigate to the main Conversations tab (Unified Inbox).
• Access Point: Look for the Internal Chat section, typically found as a dedicated sidebar tab or filter option within the Conversations menu.
• Purpose: Use this for general staff discussions, coordination, or quick questions that do not require documentation on a specific contact's timeline.

2. Starting a New Chat

You can easily initiate a one-on-one or group chat with any other active staff members in your account.

Step-by-Step New Thread Creation

1. Navigate to the Internal Chat section under Conversations.
2. Click the + New Chat button or icon.
3. Select the user(s) you wish to include in the conversation from the team member list. You can select multiple users for a private team discussion.
4. Type your initial message and click Send.
5. Team members will receive an instant notification within the platform or via their configured push alerts.

3. Internal Notes vs. Internal Chat

It's important to distinguish between Internal Chat (for general staff communication) and Internal Notes (for client-specific context).

When to Use Which Feature

Feature	Primary Use	Visibility/Location
Internal Chat	General team coordination, quick questions, non-client-specific discussions (e.g., "What are the Q4 goals?").	Dedicated section under the main Conversations tab.
Internal Notes	Adding context or private information directly related to a client or deal (e.g., "Client is only available after 6 PM due to work.").	Located within the live chat thread of the specific Contact Profile.