Learn Mokapen

Chat guide

Chat is the team's internal conversation: you write to a colleague or a group without leaving Mokapen, with emoji, GIFs and attachments. It is not the comment on a task card, it is not email, and it is not the Website chat. Those three channels stay where they are. Here you talk to people who work in the same organization.

You open it from the Conversations menu at the top (speech-bubble icon) → Chat. A panel opens: you shrink it, pin it or close it without losing the conversation. If the plan does not include Chat, the same click opens the upgrade window and the panel does not start.

Where it sits next to the rest

Use Chat when the sentence is for a colleague right now: “have you seen the Acme quote?”, “the customer is on the line”. Use Comments on the card when the sentence must stay on the record, visible to whoever opens that task or that ticket in a month. Use email when the recipient is outside the organization.

From the Conversations menu you also find the email inbox. They are two neighbouring items and two different jobs: Chat does not send to the customer, and the inbox is not the team room. An unread Chat message shows a red badge on the icon; it does not get mixed up with email still to read.

Use cases

• A salesperson and the technician — a two-person chat while you are on the customer card. The technician does not have to open email. You write the comment on the ticket afterwards, if the decision has to be kept.
• The group for a site or a launch — one conversation with the people on that job. GIFs and emoji are for a quick yes, not for the minutes.
• A file for a colleague — attach it from the composer. The file stays private: it does not land in a public folder on the site. If the organization saves files on Drive, new Chat files stay private there too.
• Reply from Messages — a chat reply that arrived in the inbox is sent from the live chat, not from a log that only says “the channel is missing”.

Writing: text, emoji, GIFs, attachments

The composer is at the bottom of the panel. The text follows the language of the Mokapen page, not the browser: dates and strings come out as you set them on the account.

• Emoji — the full picker, not a handful of faces. An emoji in the middle of a sentence is a normal message.
• GIF — you search on Giphy, or you scroll the trending ones if you leave the search empty. The GIF you send you see again inside the conversation: Mokapen serves it from its own address, so it does not stay an empty frame because the browser blocks the external site.
• Attachments — from the send menu. The file belongs to the conversation, visible to whoever is in that chat. It is not a quote attachment and it does not show up on its own on the customer card.

If GIF search does not answer for a while, that is the hourly cap of the external service. Try again later: text and attachments do not depend on it.

Who sees it

Chat is an app of the organization. Whoever has the permission enters the panel and sees the conversations they belong to. Whoever does not have the plan still sees the Chat item: the click opens the upgrade, not an empty room. It is not a fault in the panel.

Conversations are between Mokapen users of the same organization. A contact from the address book does not enter Chat. To write to them you use email, SMS or WhatsApp from their card.

What it is not

It is not the Website chat (the widget you put on the public page, in Messages → settings). That one talks to visitors. This one talks to the team.

It is not the Comments tab and it is not the Updates history. A message in Chat does not become a line on the task by itself. If the sentence must stay on the work, copy it into the comment on the card.

Frequently asked questions

I click Chat and the upgrade opens.

The plan does not include the app. The item stays in the menu so you know it exists. With the plan active, the same click opens the panel.

The GIF shows as an empty frame.

Reload the conversation. New GIFs go through Mokapen, not through the GIF site in the browser. An old GIF, saved only as an external link, can stay blocked by the browser.

Can the customer read this chat?

No. It is internal. The customer does not have a user in the organization's Chat.

Does the attachment end up on the quote's files?

No. It stays in the conversation. To put it on the document, upload it from the card.

Message dates are in a language different from the page.

They must follow the language of the page. If you see another one, reload Mokapen: the panel no longer uses the browser language.