Chat

Executive Summary

Chat provides in-app messaging so teams can communicate without leaving Operations. Open conversations from the profile menu and exchange messages with colleagues in real time.

Who This Is For

• All staff who need quick internal communication
• Teams coordinating on orders, claims, projects, or daily operations

Key Capabilities

• Direct and group conversations
• Real-time message delivery
• Accessible from the profile menu

Table of Contents

1. Opening Chat
2. Starting a Conversation
3. Sending Messages
4. Managing Conversations

Getting Started

Open Chat from your profile menu in the top-right corner (Chat).

![Screenshot: Open chat from profile menu — placeholder]

Starting a Conversation

1. Open Chat.
2. Start a new conversation or select an existing one.
3. Choose the colleague or group to message.

![Screenshot: Chat conversation list — placeholder]

Sending Messages

Type your message in the input area and send. Messages appear immediately for online recipients.

![Screenshot: Chat message thread — placeholder]

Managing Conversations

Return to the conversation list to switch threads. Scroll up in a conversation to read earlier messages.

![Screenshot: Active chat window — placeholder]