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DocsMessaging Features
Rich text, @mentions, threads, reactions, inline editing, search, pins, bookmarks, and more
Rich Text Formatting
Format messages with a toolbar or markdown shortcuts.
The message composer is a full rich text editor. A compact toolbar above the input provides quick formatting, and you can type markdown shortcuts inline — the editor converts them automatically as you type.
Toolbar Options
- Bold — Strongly emphasizes text. Markdown:
**text**. - Italic — Mildly emphasizes text. Markdown:
*text*. - Strikethrough — Crosses out text. Markdown:
~~text~~. - Inline code — Formats a short span as monospace code. Markdown:
`code`(backticks). - Bullet list — Creates an unordered list. Markdown: start a line with
-or*. - Quote — Indents a block as a blockquote. Markdown: start a line with
>.
Each toolbar button shows as highlighted when the current selection uses that formatting, so you can see at a glance what is active. Click a highlighted button again to remove the formatting.
@Mentions
Tag a teammate by typing @ followed by their name.
Type @ in the composer to open the mention autocomplete. As you type, the list filters by name or email; press Enter (or click) to insert the mention. Mentioned teammates appear as a blue, bolded chip inside your message.
Start a mention
Filter by name
Select a teammate
When a mention is sent, the tagged teammate receives a notification that links directly to the conversation. If the recipient has set their notification preference for the conversation to Mentions only, they still receive the mention alert even when ordinary messages are silenced.
Threads
Reply to specific messages to keep discussions organized.
Threads let you reply to a specific message without cluttering the main conversation. Hover (or long-press on mobile) any message and choose Reply in thread to open the thread panel. The original message is pinned at the top of the panel, and your reply is grouped underneath it. Other participants see a replies indicator on the parent message and can expand the thread to read or join the discussion.
Threads use a flat model — all replies appear at the same level under the parent message. There are no nested threads within threads, which keeps the discussion easy to follow. Inside a thread, every reply supports the same actions as a top-level message: react, pin, bookmark, edit your own replies, delete, and copy text.
Reactions
Respond to messages with emoji reactions.
React to any message by hovering over it and clicking the reaction icon. Select an emoji from the picker to add your reaction. If someone has already reacted with a particular emoji, click that emoji to add your own reaction to the same one. Click your reaction again to remove it.
Reactions are visible to all conversation participants. Each reaction shows a count and, on hover, the names of everyone who reacted with that emoji.
File Sharing
Attach and share files directly within conversations.
You can share files in any conversation by clicking the attachment icon in the message composer or by dragging and dropping files into the chat area. Shared files are displayed inline with a preview when possible.
Supported File Types
- Images — PNG, JPG, GIF, WebP. Displayed as inline previews.
- Documents — PDF, Word (.docx), Excel (.xlsx), PowerPoint (.pptx). Shown with a file card and download link.
- Spreadsheets — CSV and Excel files. Downloadable from the file card.
- Other — ZIP archives, text files, and other common formats. Displayed with a generic file card.
Entity Linking
Share CRM records as interactive cards in your messages.
Entity linking lets you reference CRM records directly in a conversation. When you share a record, it appears as a rich entity card showing key details like the record name, status, and owner. Other team members can click the card to open the full record.
To link an entity, type / in the message composer to open the entity picker. Search for a company, contact, or deal by name and select it. The entity card is inserted into your message and sent along with any text you include.
Supported Entity Types
- Companies — Shows company name, type, status, and owner.
- Contacts (People) — Shows contact name, email, company, and owner.
- Opportunities (Deals) — Shows deal name, stage, value, and close date.
Message Search
Find messages across all conversations you belong to.
Open search from the magnifier icon in the conversation header. A full-screen panel slides in with a search input at the top. Results are grouped by conversation, with a small icon indicating the conversation type (direct message, channel, or deal room).
Open search
Type your query
Jump to a message
Pinned Messages
Pin important messages for easy reference.
Pin any message to make it easy to find later. Pinned messages are accessible from the Pinned Messages panel, which you can open from the pin icon in the conversation header. The panel lists every pinned message with the sender, date, and a preview snippet.
To pin a message, hover over it and click the pin icon in the action toolbar, or long-press and choose Pin from the mobile action sheet. Pinned messages show a small pin label above the bubble. To unpin, use the same toolbar button (now labeled Unpin) or choose Unpin from the action sheet. Any member of the conversation can pin or unpin messages.
Message Bookmarks
Tag messages as Decision, Action Item, Blocker, or Follow Up.
Bookmarks let you categorize important messages so you can track them later. Unlike pins, which simply highlight a message, bookmarks assign a specific tag that describes the nature of the message. Bookmarks are personal — each teammate manages their own.
Open the Bookmarks panel from the star icon in the conversation header. The panel shows all bookmarked messages in the conversation, grouped under filter chips at the top so you can view all at once or filter by a single tag.
Bookmark Tags
- Decision — A conclusion or agreement reached in the conversation.
- Action Item — A task or to-do that someone needs to complete.
- Blocker — An issue or obstacle that is preventing progress.
- Follow Up — Something that needs to be revisited or checked on later.
To bookmark a message, hover over it and click the bookmark icon in the action toolbar, or long-press on mobile and choose Bookmark from the action sheet. Clicking the icon again removes the bookmark.
Load Older Messages
Page through earlier history in a conversation.
When you open a conversation, the most recent 50 messages load first. To see older history, scroll up — the next 50 older messages load automatically when you reach the top. At the top of the timeline a Load older messagesbutton is always available; click it to fetch the next page manually if scrolling hasn't triggered the auto-load.
Message Actions
Everything you can do from a message's action menu.
Hover over any message on desktop to reveal a small action toolbar above the bubble. On mobile, long-press the message to open a bottom action sheet. The following actions are available on every non-deleted message:
- Reply — Quote the message inline in the composer. Your next send is linked as a reply.
- Reply in thread — Open the thread panel for this message and continue the discussion as a side conversation.
- React — Opens a quick-reaction picker. On mobile, a row of six common reactions appears at the top of the action sheet.
- Pin / Unpin — Adds or removes the message from the Pinned Messages panel.
- Bookmark — Tags the message for later reference in the Bookmarks panel.
- Copy text — Copies the message content to your clipboard as plain text (strips formatting). A brief checkmark confirms the copy.
- Edit (your own messages) — Enters inline editing mode. See Inline Editing.
- Delete (your own messages) — Soft-deletes the message for everyone. See Editing and Deleting.
Inline Editing
Edit your own messages in place.
You can edit any message you've sent — whether it's in the main conversation or inside a thread. Click Edit message from the action menu; the bubble switches to a textarea with your original content. Make your changes and save, or cancel to leave the message unchanged.
Editor Shortcuts
Edited messages show an (edited) indicator next to the timestamp. Hover or tap the indicator to see the exact edit time. If you save without changing the content, the message is left unchanged and the (edited) tag is not added.
Copy Message Text
Copy any message to your clipboard.
Every non-deleted message has a Copy textaction — in the hover toolbar on desktop and in the long-press action sheet on mobile. Formatting (bold, italic, code, lists) is stripped and only the plain text is placed on your clipboard. The copy icon briefly shows a green checkmark to confirm the action.
Keyboard Shortcuts
Navigate and compose messages quickly from the keyboard.
Editing and Deleting Messages
Correct or remove messages you have sent.
You can edit or delete your own messages after sending. Hover over the message and select Edit message or Delete message from the more menu. Edited messages show an (edited) indicator so other participants know the content was modified. Deleted messages are replaced with a [Message deleted] placeholder in the timeline for all participants. See Inline Editing for details on the editor experience.
Notifications & Read Status
Stay informed about new messages without missing anything.
When you receive a new message, two things happen: the Messages sidebar badge updates with the unread count, and a notification appears in the notification bell at the top of the page. Opening a conversation automatically marks it as read and clears the badge count.
Per-Conversation Notification Preferences
Control notifications on a per-conversation basis.
Each conversation has a notification preference you can set via the conversation settings panel (gear icon in the header). Choose from three levels:
- All messages (default) — Notified for every new message in the conversation.
- Mentions only — Only notified when you are @mentioned. Available in group and channel conversations only.
- None — Mutes all notifications for this conversation. Messages still appear in the conversation but no bell or badge notifications are triggered.
The preference applies to both the notification bell and the sidebar unread badge. In direct messages, the "Mentions only" option is hidden since every DM is directed at you.
Per-Sender Muting
Mute notifications from specific users within a conversation.
In group conversations and channels, you can mute notifications from specific members without muting the entire conversation. Open the conversation settings panel and click the speaker icon next to a member's name to toggle their mute status. Messages from muted senders still appear in the conversation — only the notifications are suppressed.
Global Messaging Scope
Control which conversations trigger notifications globally.
In Settings > Notifications, the New Message type has a scope setting: All conversations or Direct messages only. When set to "Direct messages only," group and channel messages will not trigger notifications (but DMs still will), regardless of per-conversation preferences.