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Conversations that stay with the project

Every thread belongs to a project, so the history is next to the work, not buried in someone’s inbox. Talk with the client, keep a reply to your team, or limit a thread to the people who need it.

Get started Messages docs

Four kinds of conversation

Each conversation has an audience. In a client-visible one you can still turn on Internal for a single reply.

Decide who is in a thread

Restrict a conversation to the people who need it, and change that later. Upclient posts a note in the thread whenever someone is added or removed.

  • People you add can read the whole conversation, earlier messages and files included
  • People you remove lose access straight away
  • Attachments follow the visibility of the conversation and the message
  • Mentions notify people who can already see the thread, never anyone else

Your client replies from the portal

Each project in the portal has a Messages page. Clients see the conversations they belong to, reply, mention people already in the thread, and start a new one with your team.

  • Client-visible threads, restricted ones they were added to, and conversations on their tasks
  • Messages are grouped by day, with an Unread filter
  • They get a notification in the portal and by email when someone replies

Questions

Can clients ever see an internal message?

No. Internal conversations and messages marked internal are never shown in the portal, and their attachments stay with your team.

Can I talk to just one person on the client side?

Yes. Start a conversation, click Restrict access and pick the people who should see it. Only teammates can change who is in it.

Does mentioning someone give them access?

No. A mention notifies someone who can already see the conversation. In internal conversations you can only mention teammates.

Where do I see every conversation?

Messages in the sidebar lists every conversation you can access across projects. Filter by project, source or status, such as Unread or Needs response.

More of Upclient

All features

Move client email into the project

Invite your client and reply where the work is.

Get started Read the docs