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Internal Chat in Conversations
Collaborate privately with teammates using built-in Internal Chat inside BizStackPro Conversations—perfect for coordination that stays off the customer thread.
Coordinating With Your Team Without Messaging the Contact
You may need to collaborate with your team during a conversation, but sending messages directly to the contact isn’t always appropriate.
Internal Chat allows you to communicate privately with teammates while staying inside the Conversations module.
Without a private communication channel, coordination can become messy or accidentally exposed to the contact.
This guide will show you how to use internal chat so your team can stay aligned without affecting customer conversations.
Once you understand how internal chat works, follow the steps below to create chats, manage participants, and collaborate efficiently inside your BizStackPro account.
What Internal Chat Does
Internal Chat lets you message teammates privately inside the Conversations module. It’s ideal for handoffs, quick questions, and team coordination—without sending anything to the contact.
Follow along: Open Conversations → click New → choose Internal Chat → add users → start chatting.
Key Features and Benefits
- Private collaboration: Messages are visible only to your BizStackPro users.
- Stay in context: Coordinate while working inside the Conversations module.
- Rich messaging: Use text, emojis, and attachments to communicate quickly.
- Searchable: Find chats by subject, participants, or last message text.
- Controlled history: Choose whether newly added users can see past chat history.
Important: You can add more teammates later, but you generally cannot remove users once they’ve been added to that internal chat.
How to Start and Manage Internal Chats
- Open Conversations: Navigate to the Conversations module.
- Create a chat: Click New and select Internal Chat.
- Add participants: Choose the team members you want included.
- Send messages: Type your message, add emojis, and attach files as needed.
- Add a subject: Use the edit icon to set a subject line (helps with search).
- Search: Find chats using subject, participant names, or last message text.
- Add more users later: Click Add Users and choose whether they can view chat history.
Best practice: Use one internal chat per topic (sales handoff, support escalation, billing question) so conversations stay clean and searchable.
Pro Tips
- Use clear subjects: “Acme — Refund Request” is easier to find than “Question”.
- Limit history visibility: For sensitive topics, restrict past history when adding new users.
- Keep customers separate: Use internal chat for team-only notes and coordination, not customer messaging.
Want smoother team coordination inside Conversations?
Internal Chat keeps collaboration private while your customer thread stays clean. Pair it with tags, tasks, and workflows for a complete inbox system.
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Frequently Asked Questions
How do I start an internal chat with my team?
Go to Conversations, click “New”, select “Internal Chat”, add your team members, and start messaging.
Can I add more people to an ongoing internal chat?
Yes, you can add team members later, but you typically can’t remove users once added.
How do I search for an internal chat?
Search using the subject, participant names, or the last message text.
Will new participants be able to see previous chat history?
You choose whether newly added users can access chat history when you add them.
Is Internal Chat secure for sensitive information?
Yes—Internal Chat is private, and history visibility can be controlled when adding new participants.
Keep Team Talk Private—Keep Customer Threads Clean
Use Internal Chat to coordinate responses, share context, and hand off conversations—without exposing anything to the contact. It’s one of the easiest ways to improve speed and consistency across your team.
Organized inbox. Faster collaboration.
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