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Chats

Avikto's integrated Chat system enables real-time communication within your workspace. Whether you're collaborating on a case, coordinating across projects, or having one-on-one conversations, chat keeps your team connected.

Types of Chats​

Project-Level Chats​

Communicate with your entire project team in a shared channel. Perfect for:

  • Project announcements
  • Team discussions
  • Workflow coordination

Case-Level Chats​

Have focused conversations within a specific case. Ideal for:

  • Case collaboration
  • Quick decisions
  • Activity updates

Individual Chats​

Direct messages with team members for:

  • One-on-one conversations
  • Private inquiries
  • Sensitive discussions

Group Chats​

Create custom groups for specific teams or initiatives.

Chat Features​

Messaging​

  • Rich text formatting — Bold, italic, links, code blocks
  • @Mentions — Notify specific team members
  • Emoji reactions — Quick feedback on messages
  • Threading — Organize conversations by topic
  • Message search — Find past conversations easily

Message Management​

  • Edit messages — Correct typos or update information
  • Reply inline — Quote and respond to specific messages
  • Pin messages — Keep important information visible
  • Unpin messages — Remove pinned content when no longer relevant
  • Delete messages — Remove messages (with audit trail)
  • Restore messages — Recover deleted messages within retention period

Accessibility​

  • Sidebar access — Open chats from any page without navigation
  • Floating window — Keep chat open while working elsewhere
  • Notifications — Stay informed of new messages
  • Read receipts — See who has read your messages

Context-Aware Chats​

Chats automatically include context:

:::note Case Chat Context When opened inside a case, the chat channel is automatically named after the case ID (e.g., Case-TOU-IVO-2604-13008) and includes all assigned team members. The case title, status, and priority are visible as context. :::

:::note Project Chat Context When opened inside a project, the chat channel uses the project name (e.g., ivoyant-project) and includes all project team members, with the project name and active workflow status shown. :::

Best Practices​

tip
  • Use case-level chats for case-specific discussions
  • Use project chats for team-wide announcements
  • @mention team members only when urgent
  • Pin important decisions for easy reference
  • Search chat history before asking repeated questions
  • Use threads to keep conversations organized

Notifications​

info

Control how you receive chat notifications:

  • All messages — See everything
  • Mentions only — See when someone mentions you
  • Muted — No notifications (can still read)

You can customize notifications per chat or globally in Settings.

Privacy and Audit​

note

All messages are logged with timestamps, attributed to users, and stored per your organization's data retention policy. Edits and deletions are tracked and available in audit logs.

Integrations​

Chat integrates with:

  • Case notifications — Case updates posted to case chats
  • Workflow triggers — Automated messages when workflows execute
  • Team integrations — Connect with Slack or Microsoft Teams
  • Email notifications — Get chat alerts via email

See Also​