Chats are a great way to keep the conversation going, keep all information in one place, and maintain a record of the conversation for easy reference.
How conversations work in Indy
When you send a chat message, your clients and collaborators will receive the messages in an email notification. To keep the conversation flowing, your contacts can:
Reply to the chat email and the message will be relayed back to your chat thread
Message you directly from a project portal's chat
Send you a direct message if they are also on Indy
Chats inside a project
Every project you create contains a project chat thread that allows you to keep information organized and in the context of your projects.
With Pro, you can bring your clients into the conversation with real-time chats when a Project Portal is enabled 💎. Your clients don't have to register an account on Indy to use a project chat or the rest of the portal features.
What you see
What your clients see when the Project Portal is enabled 💎
Project chats aren't the only way to make use of the conversations inside Indy. You can directly message your contacts outside of a project.
Direct chats use a different, global view of all your chat threads. You can easily access these via the top "Chats" tab.