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 now 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 Chat from the left navigation menu.
The conversation panel will appear on the right side.
All participants with access to the room can see the chat unless messages are sent as direct messages.
Chat now opens as a floating overlay on top of the Deal Room instead of taking you to a separate page. 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. You can also open chat from more places in the Deal Room, making it quicker to start a conversation from wherever you are.
Note: While the chat overlay is open, it covers most of the underlying page. You remain in the same place in the Deal Room, and you can close the overlay quickly to view the full content again.
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 participants.
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 or File
You can share images directly in the chat.
Click the attachment (paperclip) icon.
Select Upload image or 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.
Starting a Direct Message
Click the participant's name in the participant list or
In the chat window, click the dropdown showing the conversation name.
Select Start direct message.
A private conversation opens.
Direct messages include only you and the selected participant.
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 email, in-app, or both.
Who Can See What
Type of Message | Visible To |
Room-wide chat | All room participants |
Direct message | Only sender + selected participant |
Messages with @mentions | Whole room + highlighted to the mentioned user |
Best Practices
Use direct messages for sensitive or individualized communication.
Use @mentions to ensure critical updates are seen.
Share relevant screenshots or documents directly in the chat for clarity.
Keep communication inside the room to maintain a complete deal timeline.
FAQs about the chat overlay
What's the main difference from before?
Chat is no longer a separate standalone page inside the Deal Room. It now opens as an overlay, so you stay closer to the content you're discussing.
Why is the overlay better than the previous experience?
It reduces context switching. You can open chat, reference the relevant room content more easily, and close it again without fully leaving your place.
Can I still see the page while chatting?
Partly. The overlay obscures most of the page, but you remain anchored in the same place in the Deal Room and can open and close chat much more easily.
Does this change the core purpose of chat?
No. The biggest change is how you access chat and how well it fits into the Deal Room workflow.