Team Chat lets your team talk without leaving the dialer. Ask a teammate a question, hand off a lead, share a file, or tag a contact so everyone can open it in one click. Your customers never see this chat.
┌ Team Chat ──────────────────────────── ⤢ ✕ ┐
│ Chat with: Everyone ▾ │
│ Everyone in your workspace can read this. │
│ │
│ MG Maria Gomez Nov 11, 2:14 PM │
│ Anyone free to take a callback? │
│ │
│ You Nov 11, 2:15 PM │
│ On it. 🙌 🔗 Jordan Lee ↗ │
│ │
│ [ Message your team. Type @ to mention… ] │
│ 😊 📎 Tag contact 0/4000 Send │
└──────────────────────────────────────────────┘🧭 Open Team Chat#
Click Team Chat in the dialer's tab bar. On a phone, tap Team Chat in the bottom bar. It opens as a panel next to your work, so you can keep dialing. Click Team Chat again, the ✕ button, or press Esc to close it.
- Use the expand button (⤢) to make the panel bigger, and again to shrink it.
- A number on the Team Chat tab counts unread messages. An @ in front of the number means someone mentioned you.
Team Chat is part of the dialer window. It isn't shown when the dialer is embedded inside another CRM page.
👥 Who can see your messages#
Use Chat with at the top of the panel to choose a conversation.
| Conversation | Who reads it |
|---|---|
| Everyone | Every active teammate in your AI Sync workspace, including people who don't use the dialer. |
| A teammate's name (Private) | Only you and that teammate. Nobody else in your workspace. |
Under the picker, a line reminds you which one you are in.
When a teammate sends you a private message you haven't read, it appears in an Unread private messages list above the picker. Each entry shows the name, a preview and the time. Click it to open that chat.
✍️ Send a message#
- Choose Everyone or a teammate in Chat with.
- Type in the box. A counter shows how much you have used out of 4000 characters.
- Click Send, or press Ctrl + Enter (Cmd + Enter on a Mac).
Plain Enter adds a new line. It does not send.
- Mention a teammate. Type @ and pick a name. They get a mention alert. In a private chat you can only mention the two people in it.
- Links. Web addresses in a message become clickable links that open in a new tab.
- Drafts are safe. If a message fails to send, your text and attachments stay in the box. Try again without worrying about duplicates. Switching to another conversation keeps your unfinished draft too.
- Pace. You can send up to 30 messages a minute.
You can't edit or delete a message after you send it. Check before you click Send.
😊 Emoji#
Click the smiley button, then pick an emoji. It is added to the end of your message. The picker has a short set of common ones: thumbs up, clap, fire, party, phone, calendar and more.
📎 Attachments#
Click the paperclip, or paste an image into the message box.
| Limit | Value |
|---|---|
| Files per message | Up to 5 |
| Size per file | Up to 5 MB |
| Total per message | Up to 10 MB |
| Allowed types | Images (JPG, PNG, GIF, WebP), PDF, TXT, CSV, ZIP, Word, Excel and PowerPoint |
- Images show a preview in the conversation. Click one to view it larger.
- Other files show the file name and size. Click to download.
- Only people who can read the conversation can open its attachments. In a private chat, that is just the two of you.
- You can remove a pending file with its ✕ before you send.
If a file is refused, the chat tells you the limit you went over.
🔗 Tag a contact#
Click Tag contact, search by name, phone number or email, and pick the contact. You can tag up to 10 contacts in one message. Teammates click the tag to open the contact's card without leaving the chat. If a contact was removed, the tag shows Contact unavailable.
🕒 Dates and history#
- Every message shows the date and time it was sent, in your own time zone. Hover over the time to see it in full.
- Your own messages are on the right and labelled You.
- The chat refreshes every few seconds while it is open.
- It shows the latest 50 messages. Click Load earlier messages to go back further.
- Messages from someone who has left your workspace show as Former teammate.
Messages are marked read when you are at the bottom of the conversation and the dialer window is in front. Scroll down to clear the unread count.