Starting a New Conversation

Overview
Initiate a brand-new chat with any colleague or client in your organization.

Steps

1. In Messages, click + New Conversation.

2. In the Choose Member dropdown, select the user you want to message.

3. Type your initial message in the Message box.

4. (Optional) Click Add File → choose a file to attach.

5. Click Send.

Tips

• Use the search field in the member dropdown to quickly locate users by name or email.

• You can add only one recipient per conversation; for small group chats, consider using “Tickets” or “Tasks.”

Troubleshooting / FAQs

• Q: The user doesn’t appear in the dropdown.
  A: They must have an active user account and messaging permissions enabled under Settings → Message Settings.

• Q: Attachments won’t upload.
  A: Check file size (max 10 MB) and type (PDF, PNG, DOCX).