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“New Message” Settings

  • To send a message to another member within your workspace, simply click on “New Message” to get started.

  • You can view the list of current members or search for specific individuals in your workspace by entering their name or email address.

  • To send a message to a Persona, you can select from three tabs: “All,” “Shared,” or “Any Existing Persona”

  • The Personas you have access to interact with will display a message icon, while others will show a plus symbol, indicating that you can add them (if you have the necessary access).

  • To send a message in a channel, click on the channel tab on the left-hand side.

  • Channels you have access to will display a message icon, while those you don’t have access to will show a plus icon.

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“New Message in Channels” Settings

  • To send a message in a channel to another member within your workspace, simply click on “New Message” to get started.

  • You can view the list of current members or search for specific individuals in your workspace by entering their name or email address.

  • Click the message bubble to the right of the member’s name to start a conversation.

  • To access the option to “Invite to Channel”, lick the three dots next to the message icon.

  • Once you’ve selected a member to invite, you’ll be able to view the channels where you can extend an invitation.

  • The invited members will be able to see the channels they have access to under the “Channels” section.

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Invite External People by Email (only possible for owners/admins)

  • Owners and admins can also invite external users by entering their email addresses.

  • A pop-up screen will confirm that the invitation has been sent.

  • On the People page in Organization Settings, the invitation will appear as ‘Pending’ until the user accepts it.