Team Chat
Keep your team connected with real-time internal messaging
Team Chat is Yobi's internal messaging system designed to keep your team connected and productive. Separate from customer conversations, Team Chat provides a dedicated space for collaboration, planning, and quick communication.
Getting Started with Team Chat
Access Team Chat from the main navigation menu. The interface is designed to be intuitive and familiar, making it easy for your team to adopt quickly.
Direct Messages
One-on-one conversations with team members for quick questions and private discussions.
Group Channels
Organized spaces for team or project discussions with multiple participants.
File Sharing
Share documents, images, and other files instantly with drag-and-drop support.
Search Function
Find past conversations and shared files quickly with powerful search capabilities.
Creating and Managing Channels
Channels are the backbone of Team Chat, allowing you to organize conversations by topic, department, or project.
To Create a New Channel:
- 1
Click the "+ New Channel" button in the sidebar
- 2
Choose a descriptive channel name (e.g., "marketing-campaigns", "dev-team")
- 3
Set the channel privacy:
Public: Any team member can join
Private: Invite-only access
- 4
Add team members to the channel
- 5
Optional: Set a channel description and topic
Channel Best Practices
- Use clear, descriptive channel names
- Create channels for recurring topics or projects
- Archive channels when projects complete
- Set channel topics to clarify purpose
Message Features
Enhance your communication with rich formatting, mentions, and message actions.
Rich Text Formatting
Format your messages for clarity and emphasis:
Mentions and Notifications
Get someone's attention by mentioning them:
@nameNotify a specific team member
@channelNotify everyone in a channel
@hereNotify active channel members
Message Actions
Available for each message:
React
Add emoji reactions
Reply in thread
Keep related messages together
Edit
Correct your own messages
Delete
Remove messages you've sent
File Sharing
Share files directly in Team Chat for easy collaboration.
How to Share Files:
- 1.
Click the paperclip icon in the message input
- 2.
Select files from your computer
- 3.
Add an optional description
- 4.
Send to share with the channel or individual
File Size Limits
Maximum file size: 25MB per file. For larger files, consider using cloud storage links or breaking files into smaller parts.
Notifications and Preferences
Customize how and when you receive Team Chat notifications.
All messages
Get notified for every message
Direct messages & mentions
Only when someone messages you directly
Nothing
Turn off all Team Chat notifications
Do Not Disturb
Set DND hours to pause notifications during off-hours:
- 1.
Click your profile picture
- 2.
Select "Notification Preferences"
- 3.
Set your DND schedule
Integration with Other Features
Tasks
Create tasks directly from chat messages
Customer Conversations
Discuss customer issues internally before responding
File Storage
All shared files are automatically organized and searchable