Chat

Convictional's chat feature lets you send messages directly to teammates, in group conversations, or to yourself, with replies, reactions, @mentions, GIFs, file attachments, and real-time updates. Open it from Chat in the top navigation.

Marking a decision

Hovering over a message reveals a Decide action, which turns that message into a recorded Decision tied back to the conversation. Once decided, the message shows a decision pill with the decider's name — click it again to undo (only the decider or an org admin can undo it).

Group chats

Group chats are tied to groups in your organization. Before a group chat is available, an admin must first create the corresponding group in Organization Settings → Groups.

Once a group exists, its chat is accessible from the Chats page. You can filter to see only group chats using the Groups filter (next to All) at the top of the Chats list. Group chats show the group name and member count in the header.

All members of the group can participate in the group chat. Group chats cannot be renamed — the chat name always matches the group name.

Direct messages

You can send a direct message (DM) to any teammate in your organization. To start a DM:

1. Go to the Chats page
2. Search for the person's name in the search bar
3. Select them from the contacts list

You can also start a DM from someone's profile by clicking Direct message. A floating chat window will appear on the current page without leaving what you're doing. You can minimize the panel, close it, or expand it to the full chat page — see Floating chat panel below.

Multi-person conversations

To start a conversation with more than one person, click New chat on the Chats page, then select multiple recipients. Each person you select appears as a removable chip in the search bar. If a conversation with that exact group of people already exists, you'll be taken there instead of creating a duplicate; if those people all belong to an existing group, you'll be offered to continue in that group's chat instead.

Multi-person conversations can be renamed by clicking the edit icon next to the title in the chat header. Click Clear to reset the name back to the default (the list of member names).

Note to self

Selecting Note to self from your contacts (or searching for it) opens a private chat that only you can see — a place to jot notes, park links, or draft messages. It behaves like any other chat, including attachments, GIFs, and reactions, but it has no members panel, can't be renamed, and doesn't support @mentions or per-chat notification settings.

Adding people to a conversation

In direct messages and multi-person conversations, you can add new members by opening the Members panel (the person icon in the chat header) and clicking Add people. Search for a teammate and select them.

When adding someone, you'll be asked whether to give them access to the existing message history (Give access to history) or Start a new conversation without it. If a conversation with the resulting group already exists, you'll be directed there instead of creating a duplicate.

Group chat membership works differently: it's managed from the group itself, not the chat. Opening the Group members panel and clicking Add to group adds someone to the underlying group in your organization — which also gives them access to that group's chat, goals, and posts.

Leaving a conversation

You can leave a multi-person conversation or a group chat at any time from the Members panel — click the logout icon next to your own name and confirm. You can't leave a direct message, since a DM always has exactly two people.

If leaving (or being removed from) a multi-person conversation drops it to one remaining member, the conversation is archived. If it drops to two remaining members who already have a DM together, the conversation is merged into that existing DM.

Notifications

Use the bell icon in the chat header (not shown for notes to self) to control how that specific conversation notifies you: Default (use your account settings), Relevant to me (@mentions only), or All (every message). Manage your overall notification preferences from the link at the bottom of that menu.

Chats in your inbox

Chats can also surface in your Inbox like other collaborative content. When you open a chat from your Inbox, an action bar appears at the top letting you archive, mark it read or unread, or snooze it until later.

Floating chat panel

Any chat can be opened as a floating panel that stays with you as you navigate the app: click the Open in panel icon in the chat header. The panel can be minimized to a small bar, closed, or expanded back to the full chat page — your draft message is preserved across all of these.