Skip to content

Chat (internal) โ€‹

Zellbox ships an internal team chat so the front desk + practitioners can coordinate without leaving the app. It's a workspace-wide real-time chat with direct messages, group chats, file + document attachments, calendar-event sharing, reactions, replies, and message edit/delete.

The chat opens at /chat from the sidebar. Three columns: the left rail lists Groups + every workspace member (clicking a teammate opens the conversation, lazily creating the channel on first message); the middle is the message timeline + composer; the right rail carries your schedule context (mini-calendar + next-7-days appointments), hidden on small screens and toggleable via ๐Ÿ“… in the chat header.

Internal chat page โ€” Team rail, an active conversation with a shared event card, and the right-rail schedule context

Starting a direct chat โ€‹

  1. Open /chat.
  2. In the Team section of the left rail, click any teammate's row.
  3. The conversation opens in pending mode (empty list). Type a message + send.
  4. On send, Zellbox creates the direct chat and delivers the message. The row moves into the real-chats block of the Team section.

Creating a group chat โ€‹

  1. Click + New group chat at the top of the left rail.
  2. Pick 2+ workspace members.
  3. (Optional) give the group a name.
  4. Click Create group.

New group chat modal โ€” optional group name + member picker

Groups always appear in the Groups section at the top of the left rail.

Replying, reacting, editing, deleting โ€‹

Right-click any message to open the action menu, or hover for the quick toolbar:

  • Reply โ€” opens a quote chip above your composer. Send to attach the reply.
  • React โ€” open the emoji picker (12 options ordered by workplace usage: ๐Ÿ‘ โœ… โค๏ธ ๐ŸŽ‰ ๐Ÿš€ ๐Ÿ”ฅ ๐Ÿ™ ๐Ÿ’ฏ ๐Ÿ‘€ ๐Ÿ˜‚ ๐Ÿ˜ฎ ๐Ÿ˜ข). Click again to remove your reaction.
  • Edit โ€” only on your own messages, within 15 minutes of send. Inline textarea, Enter to commit / Esc to cancel.
  • Delete โ€” only on your own. The message renders as "This message was deleted" so the thread keeps its shape. Available only via right-click (not the hover bar) so it can't be mis-clicked.

Sending an attachment โ€‹

The paperclip on the composer opens the 3-source picker:

  • From your computer โ€” direct upload.
  • From workspace documentsโ€ฆ โ€” pick from Documents.

Up to 10 attachments per message. Each chip in the composer can be removed with ร— before sending.

Sharing a calendar event in chat โ€‹

From the Calendar page:

  1. Right-click an event chip.
  2. Click Share withโ€ฆ.
  3. Multi-select workspace members + optional note.
  4. Click Share.

Calendar event right-click context menu

Zellbox creates (or reuses) the chat channel, sends an event card into it, and navigates you into the conversation. Recipients see the event card โ€” click to open the event editor in-place over the chat page.

The event card also shows the linked customer (if any) as a clickable chip that opens the customer-detail modal without leaving chat.

Opening the channel-info panel โ€‹

Click the โ“˜ in the channel header. A right-side panel slides out with channel members, group name editor (groups only), add-member / remove-member affordances (admin / channel creator), and leave-channel for groups.

What you'll see in a thread โ€‹

  • โœ“ / โœ“โœ“ on your own messages: delivered / seen. โœ“โœ“ only on direct (1:1) channels; groups skip per-user seen tracking.
  • Typing indicator: "X is typingโ€ฆ" appears below the message list while the peer is composing. Auto-clears after 3.5s.
  • Day separators: when messages span multiple days, the timeline shows a centered date pill ("Today", "Yesterday", "Mon, May 18") between groups.

Zellbox documentation