Quick Answer
How do you start an Internal Chat in BizStackPro?
Open Conversations, click New, choose Internal Chat, select the team members you want to include, and start messaging. You can add more users later, search chats by subject, participant, or last message, and choose whether newly added users can see previous chat history.
How Internal Chat Works
There are times when your team needs to discuss a customer conversation without sending that discussion to the customer.
Internal Chat gives BizStackPro users a private communication space inside the Conversations module.
It can be used for handoffs, quick questions, support escalations, billing discussions, sales coordination, or other team-only communication.
Internal Chat supports text, emojis, attachments, subjects, participant management, searchable conversations, and controlled history access for newly added users.
Internal Chat stays separate from customer messages
These chats are intended for BizStackPro users and are not sent to the contact.
Internal Chat at a Glance
Before You Begin
Decide who needs access and how much previous conversation history new participants should be allowed to see.
- Identify the team members who need to be included.
- Use a clear subject when the chat will continue over time.
- Remember that users generally cannot be removed once they have been added.
- Decide whether newly added users should see earlier chat history.
- Keep customer-facing communication separate from internal team discussion.
- Use attachments only when the information belongs in the internal discussion.
Step-by-Step: Start an Internal Chat
Create the chat, add your teammates, and begin the private conversation.
Open Conversations
Go to the Conversations module.
Click New
Select New to start a new conversation.
Select Internal Chat
Choose Internal Chat from the available conversation options.
Add Participants
Select the BizStackPro users you want included in the chat.
Send Messages
Enter your message and use text, emojis, or attachments as needed.
Add a Subject
Use the edit control to add a subject line that describes the purpose of the discussion.
A clear subject can make the chat easier to find later.
Use one chat per topic
The source page recommends separate chats for topics such as a sales handoff, support escalation, or billing question so the discussions stay easier to search and follow.
Manage Participants and Chat History
Add More Users Later
Open the chat and select Add Users when another teammate needs to join the discussion.
Choose History Access
When adding a new user, choose whether that participant should be allowed to see the previous chat history.
Users Cannot Generally Be Removed
The source page states that additional users can be added, but users generally cannot be removed once added.
Check access before adding someone
Because removal is not generally available, confirm that a user belongs in the discussion before adding them.
Search for an Internal Chat
Use searchable information from the chat to locate past internal discussions.
Search by Subject
Use the subject line to locate chats by topic.
Search by Participant
Search using the names of users who participated in the chat.
Search by Last Message Text
You can also search using text from the chat's most recent message.
Why Internal Chat Is Useful
Private Team Collaboration
Discuss the customer situation without placing internal notes into the customer-facing message thread.
Stay Inside Conversations
Coordinate with teammates without leaving the Conversations area to use a separate communication tool.
Rich Messaging
Use text, emojis, and attachments when additional context is needed.
Searchable Discussions
Subjects, participant names, and message text can help you locate previous internal discussions.
Controlled History Access
Decide whether newly added users should be able to see earlier messages in the discussion.
Internal Chat Best Practices
Frequently Asked Questions
How do I start an internal chat with my team?
Can I add more people to an ongoing internal chat?
How do I search for an internal chat?
Will new participants be able to see previous chat history?
Is Internal Chat secure for sensitive information?
Continue Learning
Continue learning how internal collaboration, tasks, activity, and the broader Conversations workspace work together.
