How To Use Internal Chat in Tekmatix Conversations for Seamless Team Collaboration

Internal team communication is now easier than ever with Tekmatix’s Internal Chat feature inside the Conversations module. This tool allows you to chat privately with your team — directly within the same platform where you manage customer communications. That means faster coordination, fewer missed messages, and no need to switch between tools.

 Why This Feature Matters

• Keep internal and client chats separate — no risk of cross-messaging.
  

• Coordinate faster — no need for Slack or third-party tools.
  

• Everything in one place — searchable, organized, and CRM-connected.

Step-by-Step: How to Start and Use Internal Chats in Tekmatix

Step 1: Enable Internal Chat

Go to Settings > Labs and activate the Internal Chat feature to get started.

Step 2: Create a New Internal Chat

1. Navigate to Conversations
   

2. Click on + New
   

3. Select Internal Chat as the conversation type

Step 3: Add Participants

• Choose team members from your user list
  

• Click Start Chat to begin

📌 Note: Internal chats are only visible to the participants added

Step 4: Send Messages & Collaborate

• Use text, emojis, or attach files
  

• Chat in real time with your team inside the CRM
  

Step 5: Add a Subject for Easy Reference

• Click the edit icon in the top panel

• Set a chat subject to make searching easier

Step 6: Add More Users to the Chat

• In the right panel, click Add Users
  

• Choose whether new users can see previous messages
  

• Confirm and start collaborating — note: users cannot be removed after being added

Sample Scenario

Use Case: A support agent receives a complex client inquiry. Before replying, they want input from both the tech team and billing.

1. The agent starts an Internal Chat with two teammates inside Conversations
   

2. They attach the client's original message for context
   

3. The team discusses the solution without involving the client
   

4. Once aligned, the agent responds confidently in the client thread
   

Result? Faster resolution, cleaner communication, and a professional response.

 Pro Tips

• Search internal chats using:

  • Subject
    

  • Participant names
    

  • Last message text
    

• Notifications are sent for new messages — never miss an update

Use for team coordination, reviewing cases, or project updates