Chatting with your teammates

Chat is where you and your teammates get things done together — you ask for an outcome in plain words, and a digital employee replies, drafts, and checks in. This page walks you through holding a productive conversation from the first message to a tracked task.

In short

• Start a new chat, pick (or @-mention) the teammate you want, and ask for an outcome — not a setting.
• The reply streams in word by word; a short “thinking…” moment comes first.
• Attach a document with the + button so your teammate can work from your real files.
• Give a quick thumbs up or down so your teammates keep getting better.
• When a chat becomes real work, Promote to task so it’s tracked on your board.
• A chat alone never sends anything outside your workspace. Ask before sending is ON; nothing goes out without your OK.

Start a chat and ask for work

Open a new chat

From the sidebar, open Chat and start a new conversation. You’ll see a short list of your teammates as pills at the top, and a box that asks “What’s the task?”

*The new-chat screen: pick a teammate, then describe what you need.*

Pick the right teammate

Tap the teammate you want — each pill shows their name. Whoever you pick is who you’re talking to; if you don’t pick, your conversation goes to your lead teammate by default. Already in a chat? Use the teammate picker at the top to switch, or just @-mention someone by name in your message.

*Each pill is a teammate ready to help — tap one to choose, switch anytime.*

Ask for an outcome, in plain words

Type what you want to happen, not how to do it. Then send. Lead with the result you’re after — your teammate figures out the steps.

Try one of these (France-first):

• “Draft a renovation quote for a 90 m² insulation job in Normandy — let me review it before anything goes out.”
• “Write a friendly reminder to a client whose invoice is two weeks overdue.”
• “Write a listing for a 3-room apartment in Lyon, around 65 m², with a balcony.”

*Describe the outcome — your teammate handles the rest.*

Watch the reply come back

Your message appears right away. A muted “thinking…” line shows your teammate is working, then the reply streams in word by word. If you need to stop a reply early, the Send button becomes a Stop button while a reply is in progress.

*The reply types itself out, just like a real conversation.*

You’ll know it worked when your teammate’s reply appears under your message and finishes on its own.

Attach a document

To have your teammate work from your real files, tap the + button next to the message box and choose a file to attach before you send. Your teammate reads the attached document as part of your request.

*The + button attaches a document to your message.*

Attaching a document is great for “tidy up this draft,” “summarize this contract,” or “use these figures.” For documents you want your teammates to keep referring to over time, add them on the Knowledge page instead.

Give feedback with a thumbs up or down

Under each reply you’ll see Was this helpful? with a thumbs up and a thumbs down. A quick tap tells your teammates what’s working — it’s the simplest way to help them improve over time. There’s no penalty for a thumbs down; it just helps them learn.

*Was this helpful? — one tap helps your teammates get better.*

Turn a chat into a tracked task

When a casual conversation becomes real work you want to follow, use Promote to task at the top of the chat. The same conversation moves onto your Tasks board — same teammate, same context — now with a status you can track to done.

*Promote to task turns the conversation into a tracked item on your board.*

A chat you don’t promote stays out of your Tasks board, so quick questions never clutter your work list. For the difference between a chat and a task, see Chats, tasks, and projects.

Good to know

A chat is a conversation, not an action. Drafting an email, writing a quote, or preparing a message in chat does not send anything — it stays in your workspace until you decide what to do with it.

If your teammate is paused, you’ll see a notice with a one-click Resume agent button; resuming replays your message so the chat picks up where it left off.

Whatever you ask for, your teammates check each other’s work before calling it done, and nothing leaves your workspace without you. Ask before sending is ON; nothing goes out without your OK. For the full picture, see Trust and safety.

What if it isn’t working?

If a reply never comes or the chat seems stuck, check these first:

1. No reply yet — give it a few seconds; a “thinking…” line shows your teammate is working before the first words appear.
2. “Couldn’t send — Try again” — a momentary glitch; tap Try again to resend the exact message.
3. The teammate is paused — a notice will say so; tap Resume agent to un-pause and replay your message.
4. “This conversation stopped” — if a chat ended without a reply, tap Retry in the banner to start it again.
5. The connection dropped — if a “Retry now” banner appears, tap it; any reply that arrived during the gap reappears on its own.

Still stuck? See Getting help.

FAQ

Will chatting send an email or message to anyone?

No. A chat stays inside your workspace. Even when your teammate drafts an email or a message, nothing goes out until you give the OK. Ask before sending is ON by default.

How do I talk to a specific teammate?

Pick them from the teammate pills when you start a chat, switch with the teammate picker at the top of a chat, or @-mention them by name in your message.

Can my teammate read a file I attach?

Yes. Tap + in the message box, choose your file, and send — your teammate reads the attached document as part of your request.

What does the thumbs up/down do?

It’s quick feedback. A thumbs up or down under a reply helps your teammates learn what’s helpful, so future replies get better. It’s optional and never blocks anything.

When should I promote a chat to a task?

Whenever the conversation turns into real work you want tracked to completion. Promoting keeps the same teammate and context but adds it to your board with a status. Quick questions can stay as plain chats.

Next steps

Chats, tasks, and projects

Know when to reach for a chat, a task, or a project.

Add Knowledge

Give your teammates documents to refer to across every chat.

The Tasks board

Follow promoted work through to done.

Trust and safety

See how approvals and peer review keep you in control.