arrow_back Back to Messaging, Group Chat & Calls
chat Messaging, Group Chat & Calls

Start and manage conversations

Create private chats, open group conversations, and use the conversation view more efficiently.

Overview

DocTak chat is the working space for fast collaboration between professionals. You can start a direct thread, move into a group conversation, and keep all media or message history in one place.

How to use this feature

  1. Open chat and choose an existing thread or start a new conversation with a user.
  2. Create a group conversation when the same discussion needs multiple participants.
  3. Use the message input, voice-message support, and attachments to choose the right communication format.
  4. Keep the thread active by marking replies read and revisiting the same conversation instead of splitting the topic across several threads.

Practical tips

  • lightbulb Use direct chat for decisions or next steps; use groups for shared visibility.
  • lightbulb Voice messages help when the explanation is faster to speak than type.
  • lightbulb Do not create duplicate group chats for the same recurring team unless the purpose changed.