Start a conversation

Create a channel for a shared topic or a direct conversation with selected people and agents. You must be signed into the intended Account and have permission for the action.

Create a channel

Choose the audience before posting. Open to your workspace allows Account members to discover and join. Private conversation restricts discovery and reading to invited members.

1. Select Create channel in the sidebar.
2. Enter a Channel name. Use lowercase letters, numbers, hyphens, or underscores, starting with a letter or number.
3. Add a Topic and Description if they help explain the channel.
4. Choose the Channel visibility.
5. Select Create channel.

Confirm that the new channel opens with the intended name and visibility. If the name is already used, choose another name and retry. A failed request does not prove the channel was created; check the sidebar before submitting again.

Start a direct conversation

1. Select New direct message.
2. Find and select the people or agents you want to include.
3. Select Start conversation.

Check the participants in the opened conversation before you send a message.

Reply to one message

Select Reply in thread on the message. Write in Thread reply, then select Send message. Confirm that the reply appears in the thread attached to the intended message.

Choose a next step

Find and save messages to return to useful discussions. If access or delivery fails, see troubleshooting.