Chat

Communicate with team members directly inside Simply Asking. Send messages, start group conversations, and stay updated with unread indicators. Chat appears in the center nav when messaging is enabled for your business org.

1

Open Chat

Click Chat in the top navigation bar.

2

Start a Conversation

Click New Conversation and search for a recipient by name or email.

3

Send Your Message

Add a subject line, type your message, and click Send.

Messages lets you communicate with other members of your organization without leaving Simply Asking. Whether you need to discuss a document, coordinate on a project, or ask a quick question, everything stays in one place.

Direct ConversationsPrivate 1:1 messaging with any team member
Group ConversationsMulti-person threads for team discussions
Unread TrackingBadge counts and visual indicators so you never miss a message
Rich ContentShare images, use rich text formatting, and edit sent messages
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