Clarify the product
A short guide to using it well
Team Chat provides internal coordination close to customer and work context. Decisions, short questions, and handoff notes stay around the same work instead of disappearing into separate apps.
Who is it for?
It suits teams needing fast coordination that do not want conversation to detach from a customer, opportunity, or task record.
What does it not replace?
Team Chat does not replace an official decision record, retention policy, or sensitive-data classification. Sharing rules and access roles must still be preserved.
How to start
- Decide first which conversations belong on a work record.
- Use one shared format for handoff notes and decision summaries.
- Regularly connect unowned conversations to a task or record.
Content verified: 2026-08-31
Frequently asked questions
Who is Team Chat for?
It suits teams needing fast coordination that do not want conversation to detach from a customer, opportunity, or task record.
How should a team start with Team Chat?
Team Chat provides internal coordination close to customer and work context. Decisions, short questions, and handoff notes stay around the same work instead of disappearing into separate apps. Decide first which conversations belong on a work record. Use one shared format for handoff notes and decision summaries. Regularly connect unowned conversations to a task or record.
What does Team Chat not replace?
Team Chat does not replace an official decision record, retention policy, or sensitive-data classification. Sharing rules and access roles must still be preserved.