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Chat

Texts with clients and threads with your team, in one calm list.

Last updated October 28, 2026.

On this page
  1. What it is for
  2. What it does best
  3. Common tasks
  4. Today and at launch
  5. Texting rules
  6. How it connects

What it is for

Chat puts the texts you send clients and the conversations with your team in one place, each one linked to the client or job it is about.

What it does best

Client texts stop living on your personal phone. They come from a business number, they stay with the business, and anyone you allow can pick up the conversation.

Common tasks

Text a client

  1. Open Chat, or open the client in Contacts, and choose Text.
  2. Write the message, or let AI draft it. Read it before it goes.
  3. Send. The thread saves to the client's record.

Talk with your team

  1. Start a thread with one person or a group.
  2. Link it to a client or a job so it shows up there too.

Handle opt outs

  1. When someone replies STOP, Chat stops texting them right away.
  2. Keep a record of consent for every client you text. Marketing texts need written consent first.

Today and at launch

Works today

  • Real Chat between the signed in members of your workspace: #general, public and private channels, and direct messages, with unread counts.
  • Invite links you copy and share yourself. Scale sends nothing.
  • Catch up: AI summarizes what you missed, labeled as AI generated, from only the messages you can see.

At launch

  • Texting clients from a business number. The texting rules (consent on record, STOP and HELP, quiet hours) are built and tested in a sandbox, but no text goes to anyone outside Scale Suite until there is a business phone number and carrier registration for your business.
  • Instant delivery and typing indicators everywhere. Today new messages arrive within a few seconds.

Texting rules

Your business is the sender of the texts made from your account. Have the consent the law requires before you text someone, honor STOP and other opt outs right away, and follow the rules on when you may contact people. The Terms, section 9, have the full rules.

How it connects

Every thread links to Contacts. Reminders from Calendar and Money can go out as texts once texting is on. AI drafts replies; you approve them.

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