Bring more into Team Chat

Share images and files in Team Chat, turn messages into tasks, and jump from client conversations to team discussions. Plus, full contact exports and live call connection insights.

• Share images and files in Team Chat

  New

  Share photos and documents in channels and reply threads, with inline image previews on web and mobile where media sharing is enabled.

• Turn chat messages into tasks

  New

  Create a task from a Team Chat message, with the message prefilled and AI suggestions to get started. Available with CRM sync enabled.

• Connect client conversations to team discussions

  New

  A new indicator on calls and texts opens the related Team Chat discussion, keeping the context within reach.

• Get everyone's attention with @here

  New

  Notify your group or channel's members with a single mention, including teammates who are offline.

• Export your complete contact list

  New

  Workspace admins can request a full contact CSV from Settings, Exports and receive an email when it's ready.

• See connection health while you call

  New

  The web dialer shows a live Good, Fair, or Poor connection indicator, with details for both sides of the call.

• Test your calling connection

  New

  For SIP calling workspaces, run a server connection check from Settings, Audio and copy the results to share with support.

• See your team's setup progress

  New

  Admins can check each member's setup progress in the new web Team View and spot outstanding connections.

• Pick up your drafts on mobile

  Improvement

  Unsent Team Chat drafts are saved and restored on mobile, including drafts started on web.

• Separate your call and text numbers

  Improvement

  Advisor Link Pages can direct calls and texts to different numbers, with both included when a client saves your contact details.

• Share an Advisor Link Page

  Improvement

  Choose an Advisor Link Page from the web message composer's Actions menu to insert its short link into your draft.

• Sync adult children from Slant

  Improvement

  Non-dependent household children with phone numbers now sync as contacts, so you can text them without creating separate Other Contacts.