Team chat

Team Chat is messaging for your team only — nothing here ever reaches a patient’s phone. That separation is the whole point: coordinate, ask a quick question, and discuss patients freely without the “wrong box” risk of using one tool for both. Open it from the speech-bubble icon in the left rail (tooltip Chat). The page heading reads Team Chat with the subtitle Internal messaging for your team members.

Team Chat page: header with New Conversation button and a three-dot menu, All and Unread chips, room search box, rooms list, and an open room.

The layout

Header — a New Conversation button and a ⋮ (three-dot) menu at the top right. The ⋮ menu holds Settings and (for admins) Export All Team Chats.
Rooms list — a Search by room name… box with a blue + beside it, plus All and Unread filter chips (the Unread chip carries a count). Selecting Unread when nothing is unread shows an All caught up! empty state.
Open room — messages on the right, with a composer at the bottom and a ⋮ menu on the room header for room management.

Start a conversation (create a room)

There’s one flow for both group chats and one-on-ones:

Select New Conversation at the top right (or the blue + beside the room search).
In the Create a New Room form, open the Select team members multiselect and choose who to include.
Optionally enter a Room name (optional). With one other person and no name, the room behaves as a direct message and is auto-named after the participants.
Select Create Room (or Cancel).

Create a New Room form with the Select team members multiselect, an optional Room name field, and Create Room and Cancel buttons.

Manage a room

Open a room and select the ⋮ menu on the room header. What you see depends on your role:

Menu item	What it does	Who sees it
Invite User	Add a teammate to the room	Everyone
Rename Room	Open the Rename Room modal to change the name	Everyone
Remove User	Take a teammate out of the room	Admin, Manager
Delete Room	Delete the room (asks Are you sure? and warns it can’t be restored)	Admin, Manager
Export Chat	Save the room as PDF/text — see Exporting a chat	Admin

Employees and Outsourced staff see a shorter menu — only Invite User and Rename Room:

Selecting Rename Room opens a small modal:

Rename Room modal with a New Room Name field and Save and Cancel buttons.

Send messages, attachments, and images

Edit or delete your own messages after sending, and react to a message to acknowledge it without adding noise.
Attachments: use the paperclip to upload. Size caps are 10 MB for images, 25 MB for documents, and 50 MB for video and audio.
Paste to send: paste an image from your clipboard anywhere on the page and it’s sent to the open room.
Image lightbox: images open full-size in a lightbox with previous/next navigation through the room’s images.

How long messages and files are kept

The product footer states the retention policy: messages are retained for 1 year, and file attachments are retained for 90 days (max 10 MB images, 25 MB documents, 50 MB video/audio). If you need a longer-lived record, export the chat or turn a decision into a task.

Notifications

A new chat message lights up the green dot on the Chat icon in the rail and flips the browser tab title to 👀 Teamio - New Chat Message!, so a backgrounded tab is still noticeable. Sound and desktop alerts are set in ⋮ menu > Settings — see Message notifications.

Empty states you’ll see

You don’t have any chat rooms. Please click on the + icon above to create a new room first — no rooms yet.
Please select a chat room on the left to start messaging — no room open.
No messages yet. Start typing your message below — an empty room.

Chat vs the alternatives

Decision in chat that needs action? Turn it into a task — chat scrolls away (and only keeps a year), tasks persist.
Knowledge worth keeping (procedures, how-tos)? Put it in the Wiki, not a chat message.
Need a lasting record? See Exporting a chat.

Exporting a chat
Texting with patients — the patient-facing counterpart
Message notifications