Connect Chat is a real-time messaging tool that enables users to chat with individuals and groups, quickly share files, and collaborate on any record by connecting with the right people instantly.

Important:

Connect Chat is not available in Next Experience. Starting with Xanadu, certain Connect Chat functions are available in Next Experience by using Sidebar. See KB1123615 – Moving from Connect Chat to Sidebar or Next Experience for more information about the differences between Connect Chat and Sidebar.

Connect Chat animates communication around records, Visual Task Boards, topics of interest, or groups of people.

Features include:
  • Direct conversations between two users.
  • Group conversations between three or more users.
  • Conversations linked to records. Comments and work notes appear in conversations in real time and users can update the record directly from the conversation.
  • Drag-and-drop sharing of links, files, and records.

Core UI is required to use Connect Chat.

This video demonstrates how to use Connect Chat.

This video demonstrates how to use Connect Support.

Note: Connect Chat does not replace legacy chat but offers some of the same functionality. The features should not be used concurrently.