Within a Workspace, you can leverage the Threads functionality to have a conversation. Threads include one-off messages and any comments made throughout the workspace. In the article below we'll show you how to leverage messages, which are a more formal side of threads.

There are a handful of use cases we've seen for when to use these:

To create a new message, follow the steps below:

Step 1: Navigate to the Editor or Shared view of a Workspace.

Step 2: Click the button on the top right titled Threads.

Step 3: Click New

Step 4: Write your title and message and post!

You'll be notified via email when a thread is made by a customer, but you'll also see an icon when you click into the space:

Every message has subscribers, who receive email notifications when there is activity within the thread. By default, this is the Workspace owner and whoever created the initial message. You can add anyone as a subscriber manually, as needed.

Messages can also be posted to a Slack channel. Check out the instructions here on how to setup the Slack integration.

Teams may also leverage internal messages within the Editor view. These require a login to your account to view and are most common when collaborating with a team member on a customer or prospective account.

→ Looking for something more lightweight? Learn about comments!