CRM Team Channels: Chat, Threads and Mentions
A channel is a chat room for one team or topic inside the QrX CRM. Use channels to talk about the work next to the tasks, deals and customers it is about, instead of in a separate chat tool. People who work with you can follow along, reply in threads, react, pin important messages and turn a message into a task.
Where to Find Channels
Open CRM and choose Work. In the list on the left, the Channels section shows your channels. A number next to a channel shows how many new messages from other people are waiting. It disappears when you open the channel.
The menu item is called Work when your plan and role include Spaces. Otherwise it is called Tasks and opens the plain task list.
Create a Channel
In the Channels section, choose New channel.
Enter a Name, for example "Launch channel", and optionally a Description ("What is this channel for?"). Choose an Icon and a Colour so the channel is easy to find. You can also set a custom colour, use an emoji or your own image as the icon, and choose whether the name is shown in bold or in the channel colour.
Under Who can join, choose Company (everyone), Team or Private (only members).
Choose Create.
To change a channel later, open Channel options and choose Edit channel.
Members and What They Can Do
Open Members in the channel and choose Add a colleague. Give each person a role:
Admin: can change the channel and its members.
Editor: can write messages and work with the channel's content.
Commenter: can read and write messages.
Viewer: can only read. A viewer sees the note "You can read this channel. Ask an admin for permission to write."
Only a channel admin can change the members. You can also invite a guest by e-mail address to one channel. A guest only sees what they were invited to. See "Opening a shared workspace as a guest".
Write, Reply and React
Type in Write a message to the channel and choose Send.
Choose Reply in thread on a message to keep a discussion together. The message shows how many replies it has. Choose Close thread to go back.
Choose Add reaction to react with an emoji.
Choose Pin message to keep an important message at hand. The channel shows how many messages are pinned.
Mention a colleague to notify them. They receive a notification "[name] mentioned you in #[channel]".
Use Search this channel to find an earlier message.
Write With AI
When the AI Assistant is switched on for your company and an AI account is connected, an AI button appears under the message box, in thread replies, in the post composer and under post comments.
Improve: fixes the grammar or makes your text shorter, friendlier, more formal or longer.
Write post (post composer only): writes the post from the type, the channel, the title and your notes.
The suggestion appears above the editor. Choose Insert or Replace my text to use it. Mentions keep their link. AI never sends or posts anything by itself, and it only sees the text you typed in that editor.
Turn a Message Into a Task
Choose Create task from message. QrX creates the task and shows Task created. The task says it comes from the channel, so anyone can find the conversation behind it. If the channel is linked to a Space, choose Open the tasks of the linked Space to see its tasks.
Files
Use Attach file to add a file to a message. The Files tab lists all files in the channel with the date, the size and who uploaded them. A file appears for everyone after a short security check.
Keep Your Channel List Tidy
Add to favourites: marks the channel as a favourite so you find it quickly.
Follow or Mute channel: choose how many notifications you get from a channel.
Archive channel: the channel becomes read-only and stays available. Use Restore channel to open it again.
Delete channel: the channel disappears for everyone, and its messages are kept out of sight. Only do this when you are sure.
Channel groups
Channel groups keep related channels together under Channels, for example one group per department or customer. A group can hold channels and subgroups, up to 4 levels deep.
Click the + at the top of the left bar and pick New channel group. Give it a name and, if you like, a colour, an icon, an emoji or your own image, a bold name or a name in colour.
Open the three dots next to a group for New channel, New subgroup, Edit group, Move to group and Delete group.
Drag a channel onto a group to place it there, or open the three dots of the channel and pick a group under Move to group. Pick No group to take it out again.
Drag a group onto the middle of another group to make it a subgroup. Drop it near the top or bottom edge of a row to change the order instead.
Click a group to fold it in or out. A folded group shows how many unread messages its channels have.
Deleting a group never deletes a channel: its channels and subgroups move up one level.
Groups are shared: everyone sees the same groups with the same look. A group does not change who can open a channel, and you only see a group when it holds a channel you can open. Creating, editing, moving and deleting groups needs the Manage all Channels permission. A channel admin can place their own channel in a group. The order of groups and channels stays yours alone.
Common Questions
I cannot write in a channel. You are a viewer, or the channel is archived. Ask a channel admin to change your role or restore the channel.
I do not see a channel a colleague talks about. It may be private. Ask a channel admin to add you.
I do not see Channels at all. You need access to the CRM. Ask your administrator to check your role.
When to Contact Our Support Team
Contact support if messages do not arrive for other members, if a guest cannot open their invitation after asking for a new code, or if a deleted channel needs to be restored. Tell us the channel name and the time it happened.