Collab
Work with Collab spaces
Create shared spaces, channels, and direct messages for lightweight collaboration.
Instructions
- 1.Open Collab and create or join a space.
- 2.Use channels for shared topics and direct messages for focused conversations. The DM header has the colleague's email and a copy button.
- 3.Reply in a thread and use its message actions to manage replies. Only the sender can delete their message.
- 4.On Go, sent messages appear immediately and the feed scrolls to them. Check the message's delivery status; retry a failed text send or refresh an unconfirmed attachment send before trying again.
- 5.Use Connect calls when a conversation needs voice or video instead of more messages.
- 6.Invite collaborators carefully and review their role before sending access.
- 7.Keep client-sensitive information in the right channel or private client record.
- 8.Leave or archive spaces that are no longer active.