Let your business post into chat, and keep the record in order
Have a paid invoice or a new lead show up in the right channel without anyone typing it. Set how long messages are kept, hold them when you must, and export them when you are asked.
Free to use. No card needed.
Chat settings
ExportIncoming webhook
Posts into #sales as “Website form”
/remind
Reminds you in 2 hours
Retention
Messages in #general are deleted after 12 months
Legal hold
On for #finance, nothing there is deleted
Illustration with sample data.
How it works
- 1
Connect an event
Choose a channel for invoices issued or paid, accepted estimates, new leads or approvals requested.
- 2
Add your own sources
Create an incoming webhook for a channel and call its address from a form or another tool.
- 3
Set the rules
Choose how long messages are kept, and put a legal hold on a channel when records must not be deleted.
What you get
- Event posts
- Invoice issued or paid, estimate accepted, new lead and approval requested can post into a channel as an app.
- Incoming webhooks
- A web address per channel. Anything that can send a web request can post a message.
- Slash commands
- Type /remind me tomorrow at 9am to send the report, /invite @name to add someone, /topic to change the topic, /mute, /star and a few more. /help lists them.
- Roles in a channel
- Owner, moderator, member and read-only viewer, with rules for who posts, who adds people and who may use @channel.
- Retention
- Choose how long messages are kept for the whole workspace, and override it for a single channel. Older messages and their files are deleted for good.
- Legal hold
- A hold on the workspace or on one channel stops anything there from being deleted by retention.
- Export
- Owners and admins can export messages as CSV or JSON. Public channels are included by default, private channels and direct messages only when asked for, and each export is written to the audit log.
Common questions
Can other tools read my chat through an API?
Not yet. Incoming webhooks post in; outgoing webhooks and a bot API with tokens are not built.
Is chat end-to-end encrypted?
No. Messages are stored on the server so they can be searched, retained and exported.
Who can change these settings?
Owners and admins of the business.
Related features
Run your business from one place.
Create a free account, tell us what you do, and switch on the tools you need. Bring your finances, clients, people and social accounts together.