Plan: Published native app. Plan Requirement: Growth or Higher. Private staff only — never sent to a customer.
Team Conversations is private staff discussion kept separate from customer messages and invoice notes. Nothing here is sent to a customer.
Prerequisites
- Workspace plan is Growth or Higher.
- An Admin has pressed Install Team Conversations and the install is Active.
- You are a current member of the workspace.
Start a conversation
- Open the app or go to
/apps/team-conversations. Confirm heading Team Conversations and state Active. - Press New Conversation.
- Enter a Subject, tick team members, optionally link a Customer, Invoice, Promise, or Dispute (only if the install has that read permission), and write the first message.
- Press Start Conversation.
Work a thread
- Choose a conversation from Active. Use Older Conversations / Newest Conversations if the list is paged.
- Write under Reply to Your Team and press Post Message. Copy is plain text only and never sent externally.
- If needed, press Mark Conversation as Read, Load Older Messages, or Latest Messages.
- Press Archive to file it. Open the Archived tab and press Restore to bring it back. Restore before posting another message on an archived thread.
Expected result
Only invited staff see the thread. Customer-facing Activity, portal messages, and reminder channels are unchanged.
If conversations cannot open
The banner is Team Conversations cannot open. Core invoices, workflows, promises, disputes, and customer communications are unchanged. Install, resume, or check the plan.
What this will not do
- It does not email or SMS a customer.
- It does not replace portal messages or Activity replies.
- On remove: private conversation records are retained as tenant evidence and become inaccessible. Reinstalling can restore access.