Starting a Direct Message
With a Team Member
1
Find the person
Look in the sidebar under Direct Messages or Team Members.
2
Click their name
A DM conversation opens.
3
Start chatting
Type your message and press Enter.
With an AI Coworker
1
Go to AI Coworkers
Click AI Coworkers in the sidebar.
2
Select a coworker
Choose the AI coworker you want to chat with.
3
Start your conversation
Ask questions or give instructions.
From Anywhere
Quick-start a DM:- Click the + button or “New message”
- Search for a person by name
- Select them from the results
- Start your conversation
DM Features
Private by Design
DMs are visible only to:- You
- The other participant
Message History
- Conversation history is preserved
- Scroll up to see past messages
- Search within the conversation
All Message Features
DMs support everything project channels do:- Rich text formatting
- File attachments
- Reactions
- Message editing and deletion
- Threads
Chatting with AI Coworkers
Starting an AI Conversation
- Select an AI coworker from the list
- Type your message or question
- The AI responds in real-time
AI Response Streaming
Watch AI responses appear as they’re generated:- Text streams in as it’s written
- No waiting for complete response
- You can read while it’s still generating
AI Capabilities in DMs
Depending on the AI coworker, you can:- Ask questions and get answers
- Request help with writing
- Get analysis and insights
- Delegate tasks
- Generate content
Example AI Conversations
Asking for help:Managing Direct Messages
Finding Conversations
Recent DMs appear in the sidebar:- Most recent conversations at the top
- Unread indicators for new messages
- Search to find older conversations
Starting Fresh
Each time you open a DM, the conversation continues where you left off. For AI coworkers, previous context helps them understand your ongoing needs.Clearing History
If needed, you can:- Delete individual messages
- Start a new conversation thread
- Archive old conversations
DM Notifications
Notification Settings
Control how you’re notified:- All messages: Notify for every DM
- Mentions only: Just when you’re mentioned
- Nothing: Mute the conversation
Muting a Conversation
For busy conversations:- Open the DM
- Click the settings icon
- Select Mute notifications
- Choose duration or permanent
Unmuting
- Go to the muted conversation
- Click settings
- Select Unmute
Presence in DMs
Online Status
See if the person is available:- Green dot: Online and active
- No indicator: Offline or away
- Typing…: Currently composing
Read Receipts
Know when your message is seen:- “Delivered” when sent
- “Seen” when they’ve read it (if enabled)
DM vs. Project Channels
| Use DMs For | Use Channels For |
|---|---|
| Private discussions | Project updates |
| Quick questions | Team decisions |
| Personal matters | Shared information |
| One-on-one feedback | Group discussions |
| AI conversations | Project context |
AI Coworker DM Tips
Be Specific
The more context you provide, the better the AI can help: Less effective:Use Follow-ups
AI conversations build on context:Give Feedback
Help AI improve its responses:- “That’s good, but can you make it more formal?”
- “Can you expand on the second point?”
- “That’s not quite what I meant, I was looking for…”
Best Practices
Use DMs for private matters
Use DMs for private matters
Keep personal, sensitive, or one-on-one topics in DMs rather than public channels.
Respond in reasonable time
Respond in reasonable time
DMs often carry implicit urgency. Try to respond within a reasonable timeframe or set expectations.
Move to channels when relevant
Move to channels when relevant
If a DM discussion becomes relevant to the whole team, summarize it in a project channel.
Use AI coworkers effectively
Use AI coworkers effectively
AI coworkers are great for drafts, summaries, brainstorming, and research. Provide clear context for best results.
Troubleshooting
Can't find someone to DM
Can't find someone to DM
- They must be in your workspace
- Check if they’ve been removed or deactivated
- Try searching by full name or email
Not receiving DM notifications
Not receiving DM notifications
- Check your notification settings
- Verify the conversation isn’t muted
- Check your device notification permissions
AI not responding
AI not responding
- Check your internet connection
- The AI may be processing a complex request
- Try refreshing the page
- Simplify your request if it’s very complex
