Live Chat Basics

The built-in live chat functionality allows internal users (including Master Account, Admins, Project Managers, Office Managers, Teammates, and Salespersons) to communicate in real-time, both in one-on-one Direct Messages as well as group Channels. Everything related to live chat can be handled by clicking your avatar in the top-right corner of your SuiteDash environment.

Your existing one-on-one conversations will appear under the "Direct Messages" header in the chat sidebar. To start a new direct chat with someone, simply click the "Directory" tab, and then click their name.

In addition to one-on-one conversations, you can also create group Channels, to bring multiple users into a conversation. To create a new Channel, you can click the "Create Channel" button in the Directory.

After clicking, a form will open that will allow you to enter the Channel Name, as well as select different users to add to the Channel. Once you have the Channel named and users assigned, simply click the "Create" button to save and start the message thread. 

You can also change your chat status by clicking on your name in the top-left corner of the sidebar.

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