More Conversations | Staying in Sync with the Team

🎙️ The Conversation

Quickly share meeting takeaways and updates with your team, especially on-the-go between back-to-back meetings — asynchronously talk through ideas instead of setting up another meeting. If inspiration strikes while you're away from your computer, like walking the dog or waiting for school pick-up, record your thoughts and share it to start a conversation without waiting for schedules to align. Allow for thoughtful replies without the pressure of a traditional meeting or phone call. And, accommodate cross-timezone discussions, letting team members listen and respond at their convenience.

Follow the steps below to create a Conversation for your team’s Daily Standup.

Create the Conversation

1. From the app Home Screen, tap the “+” to create a Named Conversation (this lets you add more people to the conversation later).**
   1. Name the Conversation: “<Team Name> Sales Learnings” (Add logo if you like.)
   2. Attach any frequently access links or documents, such as link to dashboards, data rooms, etc. (Optional)
   3. Add team members via their email address and hit create.
2. Send a first message to explain the purpose of the Conversation and any relevant rules of engagement. For example: “Will share out key sales meeting takeaways and learnings here!”

📨 Team members will receive emails when updates or questions are shared into the Conversation. They can listen and reply from their browser when they are available. The emails also provide links to download the app if they prefer.

**Note: For larger teams needing easier communication and more control over information access, start by creating a Workspace.

Quick tips

• Use threads to keep topics organized. For easier-to-follow dialogue, send a new message in the Conversation to start a new thread for each distinct discussion topic. If you want to continue a discussion, hit “reply” to reply to the message in a thread.
• Set a Discussion Topic on new messages to keep threads organized. More about Discussion Topics.
• Copy & paste transcripts right into your workflow, whether that’s a CRM, chatGPT, an email or another document.

Advanced

Create a Workspace for your team.

• Want others on the team easily find and join team conversations?
• Want more control over access to information?
• Want to make it easy to find and start conversations with the right team members?

Create a Workspace for your team.

1. From the app Home Screen → Tap the “+” button and select “New Workspace”.
   1. Name the Workspace. For example: <Company or Group Name>.
   2. To invite team members, add their emails.
   3. Enter the names for relevant Conversations such as “Daily Standup”, “Product”, “Engineering”, “Fun”, “Sales”, etc. and hit “Done”.
2. Tap into each Conversation and add the relevant people into each Conversation.
   1. Send a first message as appropriate.
   2. Tap the Conversation header at the top of the Conversation to get to settings to adjust Conversation visibility within the Workspace.
   3. Add emails of relevant people to invite them to the Conversation.

More about Workspaces.