Skip to content
Help CenterPlatform · Communication

Chat

Message the selected client’s authorized conversations with threads, files and saved drafts.

Updated Sep 18, 2026 5 steps 8 questions answeredOpen this page in the platform
On this page

Overview

Communication Chat is the client workspace for messaging the SalesHive team in deal-scoped conversations. It opens the shared conversation for your deal, keeps other clients' channels out of view, and supports messages, search, threads, links, files, and saved drafts. Authorized employees also remain in this selected client workspace instead of being redirected to internal Team Chat. Switching clients loads that client’s conversations; feeds, live updates, people and call listings remain scoped to the selected workspace.

How to use this page

  1. Open your deal conversation

    Open Communication, then select Chat. The page loads the conversation available to your client deal. On a first visit, the shared general conversation is prepared for you and the assigned strategist. The sidebar identifies this as Client workspace.

  2. Choose a conversation or search

    Select a conversation in the left sidebar. Use Search channels or messages to filter conversation names, then press Enter or select the search action to search message text.

  3. Send a message

    Type in the message box and select Send, or press Enter. Use Shift plus Enter for a new line. The composer can add an emoji, format text, insert a link, dictate text when your browser supports it, or attach an allowed file.

  4. Keep track of messages

    Use Unreads, Threads, and Drafts when those views appear in the sidebar. Unreads gathers messages you have not read, Threads collects replies, and Drafts brings back text you started but did not send. Scroll upward to load older messages without losing your place.

  5. Use conversation tools

    Use Links to review saved links and files, Notes for shared channel notes, and People to view conversation members. If a call is available, the call control opens the live conversation call.

What the buttons do

Search channels or messages
Filters visible conversations and opens message search when you submit a query.
Send
Posts the current message and any staged attachments to the open conversation.
Aa
Shows text formatting and link controls.
Emoji
Opens the emoji picker for the current message.
Attach a file
Stages an allowed file so it can be sent with the next message.
Unreads / Threads / Drafts
Opens the matching cross-conversation view when that view has content or is available.
Links / Notes / People
Opens saved references, shared notes, or the member list for the conversation.

Common questions

The client Chat view is limited to conversations for your own deal and its members. It does not show internal SalesHive channels or another client's conversations.
No. The client view is limited to the deal conversations that are made available to you. Channel creation, browsing, and new direct messages are not offered there.
No. Text you start is saved as a draft for that conversation and returns when you come back or reload the page.
Yes. Scroll toward the top of the conversation to load older messages. The page keeps your position while it loads.
Use Retry when it appears in the conversation or sidebar error state. If the problem continues, refresh the page and contact your SalesHive team.
Yes, with the required access. Select the intended client before opening Communication > Chat. The page remains in that workspace; internal SalesHive chat stays separate.
The chat workspace reloads for the newly selected client. Its conversations, live updates and available people follow that client’s access. Check the selected client and conversation before sending anything.
This identifies Chat as the selected client workspace. Check the selected client and conversation before sending. The message box has more space above its controls and roomier text; sending, formatting and saved drafts work as before.
Book a strategy call

Ready to fill your pipeline?

Choose a 30-minute time and we will map out exactly how SalesHive can book meetings for your team.

Loading available meeting times