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, making 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.
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.