Live chat is a built-in communication tool designed to help you and your clients stay connected, collaborate, and respond to messages in real time.
Each account in your portal has its own dedicated live chat room, where all team members and clients with access to the account can participate in conversations.
You get the pro view—a full chat experience with all your accounts in one place.
Your clients see a simple chat bubble with pop-ups, keeping things easy and intuitive for them.
Key Features of Live Chat
Real-Time Communication – Instantly chat with your team and clients within an account.
Seamless Collaboration – Keep all discussions related to a specific account in one place.
Notification Control – Choose between always receiving notifications, getting notified only for mentions, or turning notifications off entirely.
Email Alerts for Unread Messages – If you miss a message, you’ll receive an email reminder after 1 minute. No additional emails will be sent until you check the chat, preventing unnecessary notifications.
Smart Sorting – Chats are organized based on pinned status, unread messages, and muting preferences for better accessibility.
Who Can Use Live Chat?
Team Members & Backend Users: Team members added to the account and backend users can access live chat from the power view at my.sydnee.app/chat.
Clients: Clients who have been granted access to the account can use live chat through a chat bubble available anywhere in their portal.
Managing Live Chat Settings
Turn Off Live Chat for Your Entire Company – If you prefer to disable live chat across all accounts, you can do so in your company settings. Only the owner of the Sydnee team can change this option.
Turn Off Live Chat for a Specific Account – If you want to disable chat for just one account, you can manage this in the chat settings.
Live chat is a simple and efficient way to keep communication organized without relying on external messaging platforms or emails. It ensures that all discussions, updates, and client interactions stay within the portal for easy reference.
💡 Need additional features? Submit a feature request at feedback.sydnee.app