Team chat

Talk where the work already is.

Channels, direct messages, threads, files, search and calls for your team, inside the same workspace as your invoices, projects and people. Open a channel to a client, and let invoices, payments and leads post into it.

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Free Starter plan. No card needed. Features vary by plan.

Channels

general
sales2
bright-door-studio1
finance

bright-door-studio

Start a call

Ngozi 9:12 am
@Tunde the signed retainer is in. Can you start the November schedule?
2 replies
Tunde 9:20 am
Retainer-agreement.pdf
👍 3
KudiBooks app
Invoice INV-0152 was paid · ₦250,000.00

Message #bright-door-studio

Product illustration with sample data.

How it works day to day

For teams that want their conversations next to their records instead of in a separate tool.

1
Make channels for teams, clients or topics.
2
Talk, share files and call when typing is slower.
3
Let invoice, payment and lead events post into the right channel.

Inside Team chat

What it does

Team chat

Channels for each client or topic, direct messages, threads and files, with calls when typing is slower. It lives in the same workspace as your invoices, projects and people.

Full feature guide →

Channels and direct messages: Public and private channels with topics and archiving, and conversations with up to nine people.
Threads, reactions, mentions: Reply without cluttering the channel. @mention a person, @here or @channel, and see unread and mention counts.
Files and links: Upload files, which only people in the channel can open. Links show a short preview.
Search: Find words and the start of words, ranked, with filters for person, dates and files.
Later and reminders: Save a message, set a reminder with /remind, schedule a message to send later, and keep drafts that follow you between devices.
Presence and status: See who is online and set a short status. Mute a channel or choose what notifies you.
Voice and video calls: Start a call in a channel or message for up to eight people, with screen sharing.
Opt-in email and push: Each person can ask for an email digest of missed mentions and messages. Browser push notifications need the server to be set up for them.

Chat with clients and partners

A client can join a private channel from their portal sign-in and see only that channel. Another business on KudiBooks can share a channel with you and choose who from their side comes in.

Full feature guide →

Client guests: Guests sign in through the client portal, the same way they see their projects and invoices.
Marked as guests: Everyone in the channel can see who is a guest.
Shared channels: Two businesses can share one channel. Each business decides which of its people join.
Your side stays yours: An owner or admin of the other business has no power over the rest of your chat.
Revoke at any time: Remove a guest, or stop sharing a channel, and access ends.
Off until you switch it on: Guests need to be allowed for the workspace in chat settings and then for the channel. Sharing with other businesses has its own switch. Owners and admins control both.

Chat automation and control

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.

Full feature guide →

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.