Chat
Open Chat to use conversation threads. Desktop provides a conversation or history sidebar with the active thread beside it. Mobile uses the responsive chat layout. Chats can be linked to records such as leads, opportunities, companies, quotes, tickets or campaigns when the record flow supports it. That link gives the conversation business context.Documents
Open Documents to browse and work with files available to the workspace. Record pages can also expose related document actions. Uploads are subject to file validation, storage quota and permissions. Different entry points such as product images, CRM documents or chat attachments can share the same safety requirements even though the UI is different.Keep important evidence on the record
If a file or conversation explains a sales decision, invoice issue or support resolution, link it to the relevant business context where possible. That makes handoffs easier and reduces private knowledge trapped in one person’s inbox.Upload and import help
Review data and file handling guidance.