How Chat Works in the Deal Room
The Deal Room chat helps you and your buyers communicate directly inside the shared space, keeping all questions, feedback, and decisions in one place. Chat supports both group conversations and private direct messages, and opens as an overlay on top of the room so you can stay in context while you talk. This makes collaboration faster and more transparent throughout the buying process.
What You Can Do With Chat
Chat enables you to:
Communicate with all participants in one shared thread
Send private direct messages to a specific buyer or colleague
Share images and attachments
Mention people using @name
Keep all deal-related communication in one central place
Accessing the Chat
Open your Deal Room.
Select the floating Chat bubble in the bottom right corner.
The chat will open as a floating overlay on top of the Deal Room. This means you stay anchored in the same place in the room, can reference the surrounding content more easily, and can close the overlay to return to your work without losing your spot.
All participants with access to the room can see the chat unless messages are sent as direct messages.
Types of Messages
1. Room-Wide Chat
This is the default conversation space visible to everyone invited to the room.
Use this for:
General updates
Sharing content milestones
Answering buyer questions
Coordinating next steps
2. Direct Messages
Direct messages allow you to communicate privately with a single participant.
Use direct messages for:
Sensitive questions
Internal collaboration
Individual follow-ups
Direct messages are not visible to other external participants, but are visible to your colleagues. Only colleagues who are members of the conversation can reply.
Sending a Message
Open the Chat tab.
Type your message in the message field.
Press Enter to send.
Your message appears instantly in the conversation thread.
Uploading an Image
You can share images directly in the chat.
Click the plus icon.
Choose a file.
Send your message.
Images are displayed inline for all participants.
Mentioning a Participant
Use @ to notify a specific person.
Type @ in the message box.
Select a participant from the list.
Send your message.
They will receive a notification to ensure nothing is missed.
Pro tip: You can also use @-mentions to link to Deal Room components such as pages, files or contracts.
Starting a Direct Message
Click the participant's name in the participant list or
In the chat window, click the new conversation icon or Create a new chat button.
Choose the participants for your conversation.
A private conversation opens.
Direct messages include only you and the selected participant(s).
Notifications
Participants receive notifications when:
They are mentioned.
They receive a direct message.
A new message appears in the room chat (based on their notification settings).
Notifications can be delivered as in-app, mobile push, or email, depending on each participant's notification settings.
Note: In-app and mobile push notifications appear in real time. Email notifications can arrive with a delay and should not be relied on for time-critical chat exchanges. If you need to be alerted as soon as a participant sends a chat message, use the GetAccept mobile app or keep the Deal Room open in your browser.
Who Can See What
Type of Message | Visible To |
Room-wide chat | All room participants |
Direct message | Sender, colleagues + selected external participants |
@mentions in room-wide chat | All room participants + highlighted to the mentioned user |
Best Practices
Use direct messages for sensitive or individualized communication.
Use @mentions to ensure critical updates are seen or to link to key parts of the Deal Room.
Share relevant screenshots directly in the chat for clarity.
Keep communication inside the room to maintain a complete deal timeline.