Nautis

A real-time messaging space for your team. Send messages in shared channels or in one-on-one direct messages, attach files, react with emojis, mention teammates, and reply in threads.

Anyone in your organization with read access to the Chat module.

Sending messages, creating channels, and managing them require the matching permissions.

The feature must be enabled on your plan.

- Anyone in your organization with read access to the Chat module.
- Sending messages, creating channels, and managing them require the matching permissions.
- The feature must be enabled on your plan.

From the sidebar, open Profile &amp; Company and click Team Chat.

Click the + button next to the Channels section in the sidebar.

Fill in: Name (spaces become hyphens), Description, Guidelines, Visibility (Public or Private).

For Private channels, tick the teammates you want to add. You're added automatically.

1. Click the + button next to the Channels section in the sidebar.
2. Fill in: Name (spaces become hyphens), Description, Guidelines, Visibility (Public or Private).
3. For Private channels, tick the teammates you want to add. You're added automatically.
4. Click Create channel.

Find a teammate's name under Team Members.

Type your message and press Enter.

1. Find a teammate's name under Team Members.
2. Click their name. A DM thread opens.
3. Type your message and press Enter.

The dot next to each teammate shows online status: green, yellow (away), red (do not disturb), or grey (offline).

Type, use the formatting toolbar, or press Shift+Enter for a new line.

1. Open the channel or DM.
2. Click into the message box.
3. Type, use the formatting toolbar, or press Shift+Enter for a new line.
4. Press Enter to send.

Click the paperclip (any file) or image icon.

1. Click the paperclip (any file) or image icon.
2. Pick the file.
3. A preview appears. Add an optional note.
4. Press Enter.

For voice notes: click the microphone icon, record, then send.

Type <code>@</code> and start typing a name.

1. Type <code>@</code> and start typing a name.
2. Pick the person from the dropdown.
3. Send. They get a notification.

Hover (or long-press on mobile) a message.

Pick an emoji. Click again to remove your reaction.

1. Hover (or long-press on mobile) a message.
2. Click the smiley face icon.
3. Pick an emoji. Click again to remove your reaction.

The reply panel opens on the side. Type and send.

1. Hover the message.
2. Click the reply icon.
3. The reply panel opens on the side. Type and send.

Opening a channel or DM marks visible messages as read. The unread badge clears once you've scrolled through new messages.

Step-by-step: bookmark, pin, copy to a data room, and turn into a task

Each message has an action menu with extra options:

Pin — pinned messages show in a dedicated section.

Bookmark — save in your personal bookmarks.

Copy to Data Room — send an attachment to a data room.

Create task — turn a message into a task.

- Pin — pinned messages show in a dedicated section.
- Bookmark — save in your personal bookmarks.
- Copy to Data Room — send an attachment to a data room.
- Create task — turn a message into a task.

Use the search field at the top of the sidebar to filter quickly.

Drag and drop files from your desktop to attach.

A connection status indicator shows if you go offline; sending pauses.

Private channels only appear in the sidebar for their members.

- Messages are encrypted at rest.
- Use the search field at the top of the sidebar to filter quickly.
- Drag and drop files from your desktop to attach.
- A connection status indicator shows if you go offline; sending pauses.
- Private channels only appear in the sidebar for their members.

Who can see my messages in a public channel?

Anyone in your organization with chat access. Private channels are members-only.

Yes. Open the message's action menu and choose delete.

Can I edit a message after sending?

Yes. Other participants see an "edited" indicator.

Open channel options and find the leave option. Rejoin public channels anytime; private channels need an invite.

Will I get notified for every message?

You get notifications for DMs, mentions, and thread replies. Channel messages without a mention are quieter — adjust in channel notification settings.

A real-time messaging space for your team. Send messages in shared channels or one-on-one direct messages, attach files, react with emojis, mention teammates, and reply in threads.

Chat

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Chat

What it does

Who can use it

How to get here

Step-by-step: create a channel

Step-by-step: send a direct message

Step-by-step: send a message

Step-by-step: attach files and images

Step-by-step: mention a teammate

Step-by-step: react to a message

Step-by-step: reply in a thread

Step-by-step: mark messages as read

Step-by-step: bookmark, pin, copy to a data room, and turn into a task

Tips & limits

FAQ