Getting Started Guide ~5 min read

Stay Connected with Team Chat

Great customer support is a team effort. Team Chat gives your support team a dedicated space to communicate in real-time—ask questions, share knowledge, and coordinate on complex customer issues without leaving Converge.

Why Team Chat Exists

Customer support teams need to communicate constantly. Whether it's asking a colleague how to handle a tricky situation, sharing an update about a product issue, or simply staying in sync during a busy shift—quick internal communication makes everything smoother.

No more app switching

Instead of jumping between Converge and Slack or WhatsApp groups, your team can chat right where they work.

Context stays close

Discussing a customer issue? You're one click away from the actual conversation. No need to copy-paste details.

See who's available

The team member list shows who's online right now, making it easy to know who can help.

Who can access Team Chat? All team members with access to Converge can use Team Chat. Messages are visible to everyone on the team.

Success Check: Team Chat is a shared space for your entire team. Perfect for general announcements, quick questions, and team coordination.

Accessing Team Chat

Team Chat lives in its own section of Converge, easily accessible from the sidebar.

  1. 1
    Find the Team icon in the sidebar

    Look for the Users icon (two people) in your sidebar navigation.

  2. 2
    Click to open Team Chat

    The chat interface opens, showing the conversation history and the message input at the bottom.

  3. 3
    Toggle the team member list

    Click the Users icon in the header to show or hide the list of team members and their online status.

Team Chat interface
Pro Tip: A badge appears on the Team icon when you have unread messages, so you'll never miss important team updates.
Success Check: You can see the Team Chat with your team's message history and the member list showing who's online.

Sending Messages

Team Chat works just like any modern messaging app. Type your message, hit Enter, and it's instantly delivered to everyone on your team.

Basic messaging

  1. 1
    Click the message input

    The input field is at the bottom of the chat. Click to start typing.

  2. 2
    Type your message

    Write what you want to share with your team. The input expands as you type longer messages.

  3. 3
    Press Enter to send

    Your message is instantly sent to everyone. Use Shift+Enter if you need to add a new line without sending.

Formatting your messages

Make your messages clearer with basic formatting. Use the toolbar above the input or keyboard shortcuts:

Format Shortcut Result
BoldCtrl/Cmd + BBold text
ItalicCtrl/Cmd + IItalic text

Adding emojis

Click the emoji button in the toolbar to open the emoji picker. Browse categories or search for the perfect reaction.

Real-time typing indicators

When a teammate is typing, you'll see their name appear below the message list. This helps you know someone is about to respond, so you don't accidentally talk over each other.

Success Check: Your messages appear instantly in the chat. You can see when others are typing.

Sharing Files & Media

Sometimes a screenshot says it better than words. Team Chat lets you share images, videos, and files directly in the conversation.

Ways to share files

Click the attachment button

Click the paperclip icon next to the message input to choose:

  • Image — Photos and screenshots
  • Video — Screen recordings and clips
  • File — Documents, PDFs, and other files

Drag and drop

Simply drag a file from your computer and drop it onto the chat area. The upload starts automatically.

Paste from clipboard

Copy a screenshot or file, then paste (Ctrl/Cmd + V) directly into the chat. Perfect for quick screenshot sharing.

Adding captions to files

When you attach a file, you can type a message to go along with it. This is great for providing context: "Here's the error the customer is seeing" or "Product documentation for reference."

Pro Tip: Taking a screenshot? Most systems let you copy it to clipboard (Cmd+Shift+4 on Mac, Win+Shift+S on Windows), then paste directly into Team Chat.
Success Check: Files appear in the chat with previews for images and videos. Click any file to view or download it.

Team Presence & Status

Knowing who's available makes coordination easier. The team member panel shows everyone on your team along with their current status.

Understanding the member list

  1. 1
    Toggle the member panel

    Click the Users icon in the Team Chat header to show or hide the member list.

  2. 2
    Check online status

    A green dot means online and active. A gray dot means offline or away.

  3. 3
    See roles at a glance

    Each member's position is shown under their name, so you know who to ask about specific areas.

Sorted by availability: Online team members appear at the top of the list, making it easy to see who's around right now.

The team member panel showing a list of team members with green/gray status dots, avatars, names, and positions

Success Check: You can see your entire team's availability at a glance. Online members appear first.

Best Practices & Tips

Use Team Chat for quick coordination

Team Chat is perfect for "Hey, can someone help with this?" or "FYI, the API is slow today." Keep messages focused and actionable.

Share context with screenshots

When discussing a customer issue, share a screenshot. It's faster than describing and eliminates confusion.

Check who's online before urgent requests

If you need immediate help, glance at the member list first. You'll know if someone's available to respond quickly.

Keep it professional but friendly

Team Chat is visible to everyone. Keep conversations work-appropriate while maintaining a supportive team culture.

Use formatting for clarity

Bold important details. It helps messages stand out when teammates are scanning through a busy chat.

What's Next?

Now that you're set up with Team Chat, explore these related features:

  • Quick Replies Guide — Create templates to respond faster
  • Team Management — Add and manage team members in Settings

Need more help?

Our support team is here for you. Click the chat widget in the bottom right corner to start a conversation.

We typically respond within minutes during business hours.