Sparkforge Internal Chat for Private Team Collaboration

Internal Chat moves team-only discussions into Sparkforge Conversations. Threads stay private to participants, sit alongside contact conversations, and keep context attached to the CRM record.

What This Article Covers

• Inbox layout once Internal Chat is enabled
• Starting an internal chat
• Adding users to an existing thread
• Notification controls
• Access and visibility rules

Inbox Overview

Enable Internal Chat in Labs to surface a new inbox panel in Conversations. Two inboxes appear:

Team Inbox

Shows conversations across the sub-account based on your access level.

• Only Assigned Data users see conversations they own or follow.
• All Access users (admins) see every conversation in the sub-account.

My Inbox

Personal view of threads you are involved in.

• Assigned to Me — conversations where you are the contact owner.
• Internal Chat — private team threads where you are a participant.

Start an Internal Chat

1. Open Conversations and click New.
2. Select Internal Chat.
3. Choose the users to include and click Start Chat.

Internal chats support text, emojis, and attachments. Click the edit icon in the top-center panel to add a subject — once set, you can search threads by subject, participant, or last message.

Add Users to an Existing Chat

1. Open the internal chat and click Add Users in the right panel.
2. Select team members and click Next.
3. Choose whether they see prior chat history.
4. Click Confirm.

Once added, users cannot be removed from the chat.

Notification Settings

Open Settings > My Profile > Notifications. Choose between:

• Notifications for every message in chats you participate in
• Notifications only when added to a new internal chat

Access and Permissions

• Create: any user with access to Conversations can create internal chats. Agency Admins and Users can create chats even if they are not part of a sub-account.
• Participants: only sub-account users can be added.
• Visibility: only participants can read the chat. Other team members cannot see threads they are not added to.
• Login As: if you log in as another user, you cannot see their internal chats — these stay private.

Notes

• Internal Chat is native to Sparkforge and adds no extra cost.
• Threads keep deal and contact context attached, so handoffs and questions land where the work is happening.