Case Chats
Real-time messaging within a case. Discuss case details with team members without leaving the case view.
Case Chat Features
Creating Conversations
- Case teams automatically included
- Invite additional participants
- Create focused discussions
- Keep all chat in case context
Rich Messaging
- Text formatting
- @mentions
- Emoji reactions
- File attachments
- Message threading
Message Management
- Edit messages
- Delete messages
- Pin important messages
- Search chat history
Chat vs Comments
| Chat | Comments |
|---|---|
| Real-time | Timestamped notes |
| Conversational | Formal documentation |
| Temporary | Permanent audit trail |
| Immediate updates | Historical record |
Notifications
Get alerted for:
- Direct @mentions
- Case messages (configurable)
- Unread messages
See Also
- Chats — All chat features
- Case Comments — Formal notes