Published at: 2025-10-30

Chats Overview


1. Chats Definition

Chats is an enterprise-grade communication and collaboration tool that enables instant messaging between internal employees and external business partners. It efficiently connects business scenarios by facilitating real-time discussions around business information.

2. Key Use Cases

  • One-on-One Communication: Quickly initiate tasks, Calendar events, CRM objects, Reports, approvals, and other work items
  • Group Collaboration: Supports group notifications, polls, Kanban boards, and other collaborative features. New members can instantly access shared chat history upon joining, improving group communication efficiency
  • Business Process Collaboration: Enables workflow coordination around business objects by creating dedicated groups (e.g., Account groups, Account Pool groups, Department groups, Lead Pool groups, Opportunity groups) to stay updated on business developments and drive efficient execution
  • Mobile Service Portal: Employees can access convenient one-stop services through the Chats service account, receiving timely internal company updates
  • Downstream Collaboration: Supports Interconnection sessions between partner companies through designated contacts in Chats for seamless cross-enterprise coordination
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