Live Chat is Sydnee’s built-in communication system designed to help your team and clients stay connected, collaborate, and respond to messages in real time — all without relying on external messaging apps or email threads.
You get a power view, your clients get a simple bubble in their client portal.
Live Chat now includes:
Account conversations
Channels
Direct messages (DMs)
Everything lives inside the Live Chat area of Sydnee.
How Live Chat Works
There are three kinds of chats in Sydnee. Account Group Chats, Channels, and Direct Messages.
Account Group Chats
Every account in your portal has its own dedicated conversation space where team members and clients with access to the account can chat together.
This keeps communication tied directly to the work, files, tasks, and requests related to that client.
This is automatically created for every account you have.
Channels
Channels are group conversations your team can create around anything — internal operations, projects, departments, clients, launches, or workflows.
Channels appear alongside account conversations in the Live Chat sidebar.
Direct Messages (DMs)
Direct messages allow one-on-one conversations between teammates or clients directly inside Sydnee.
DMs are separate from account conversations, making it easy to have private discussions without creating additional channels or account threads.
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.