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Knowledge Base Chats Chats: Overview and Navigation

Chats: Overview and Navigation


Overview

The Chat module is where you communicate with your team directly inside Geo-CX — no need to switch to a separate messaging app. Every conversation is tied to a specific project, so the people and messages you see always match the job you are working on.

You can have one-on-one conversations with individual team members, or create group chats to coordinate with multiple people at once.

--[Image: Chat list screen showing a mix of direct and group conversations with unread badges]--


How to Access Chats

From the sidebar, tap Chats. This opens your conversation list for the currently selected project.

Chats are project-scoped. The conversations you see depend on which project is active. If you switch projects, the chat list updates to show only the conversations for that project. Contacts available for new chats also come from the members assigned to the active project.


The Conversation List

The chat list shows all your conversations sorted by most recent message. Each item in the list shows:

ElementWhat it shows
Profile imageThe person's photo, or a placeholder if none is set
NameThe person's name for direct chats, or the group name for crew chats
Message previewThe last message sent — shows the text, or "Photo" for images, or the filename for documents
TimestampTime of the last message. Shows the time (e.g., 2:30 PM) if it was today, the date if it was this year, or the full date and year if older
Unread badgeA blue circle with a count of unread messages — only visible when there are unread messages

Two Types of Conversations

All conversations appear in the same list. There is no separate tab for direct messages and group chats — the name is the indicator.

Direct ChatGroup Chat (Crew)
TitleThe other person's nameThe crew name you chose when creating it
ParticipantsYou and one other personYou and two or more people
Online statusGreen dot if the person is currently onlineNot shown
Typing indicatorShows "typing..." when the other person is writingNot shown
Sender names in messagesNot shown (implied)Shown on every message bubble

--[Image: Chat list showing a direct message conversation and a group chat conversation side by side]--


Searching for a Conversation

Use the search bar at the top of the chat list to find a conversation by the person's name or crew name. The list filters as you type.


Starting a New Conversation

To start a new conversation, tap the button in the bottom-right corner of the chat list. This opens the options to:


Inside a Conversation

Once you open a conversation, you can:

  • Send text messages
  • Share photos, videos, and documents
  • Mention a specific team member to send them a notification

For everything you can do inside a chat, see → Sending Messages, Photos, and Files and → Mentioning Someone in a Chat.


Things to Know

You need to be assigned to a project to see its chats. If a project does not appear in your chat list, check with your supervisor that you are allocated to that project.

Messages load in batches. When you open a conversation, the most recent 30 messages load first. Scroll up to load older messages.

Unread counts reset when you open the chat. Opening a conversation marks all messages in it as read and clears the unread badge.