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Message or call a colleague without leaving the work you are talking about

Private chats, groups, a room for every project and a directory that shows who is free right now. Calling a colleague runs from browser to browser on every plan, with no phone number and nothing charged per minute.

Included on every plan, free included
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Free for up to 5 users. Pro free for 30 days. No card.

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Why this exists

  • The conversation about an invoice happens in one app and the invoice lives in another, so somebody pastes a screenshot.
  • You call a colleague who is in a meeting, because nothing told you they were busy.
  • A separate chat tool means another login, another bill and another place a client must never be invited.

What it does

What it does

  1. 01Chats, groups and project rooms

    Team Chat has four tabs: Chats for private conversations and groups, Projects Discussion for the shared General room and one room per project, Team for the directory, and Calls for your history with colleagues.

  2. 02Call a colleague for free

    Call rings a colleague from your browser to theirs. There is no number to dial, nothing is charged per minute, it is on every plan including Free, and the workspace needs no phone number for it.

  3. 03Know who is free before you call

    Availability is worked out for you: Available, On a call, In a meeting (with the time it ends), Away or Do not disturb. With Do not disturb on, colleagues can still message you but cannot ring you.

  4. 04Attach the work itself

    Attach a Drive file, a project, a task, a client, an invoice, an estimate, a proposal, a contract, a lead, a deal, a meeting or a signature request, up to ten per message. A WorkBOS record shows as a card that opens it, and uploaded files are scanned before they are kept.

  5. 05Everything a message needs

    Reply with a quote, forward, edit, pin up to ten per room, save for later, see who has read it in a group, record voice messages of up to five minutes, run a poll with up to twelve options, or ask the room to fill in a small form with the answers summarised for you.

  6. 06Hand a job to an agent from the conversation

    Type @ to mention a colleague, a team, one of your AI agents or Chief. Mentioning an agent hands it your message and whatever it proposes waits for a person in Agent Approvals. Type # to link a task or a project.

  7. 07Run your own groups

    Pick people or start from a team. Each group decides who may send, who may edit its name and who may add people, and every change is written into the conversation so nobody wonders who added whom.

The honest part

What it does not do

The part you would otherwise find out in week three. If one of these is central to how you work, raise it before you buy rather than after.

Questions

Questions, answered

Does calling a colleague cost anything?

No. It runs from browser to browser inside WorkBOS, on every plan including Free, with no phone number and no per-minute charge. Calls to and from real telephone numbers are the separate phone system on Pro.

Can a client see our team chat?

No. Guests can never be messaged or added to a group, and a file shared in a group can be opened only by the people in that group.

Can I delete a message I sent?

Yes, for everyone. It leaves a "This message was deleted" marker so a gap is never a mystery, and you have one minute to undo it. In a channel or group an admin can delete anyone’s message.

The full product documentation for this module is at /docs/colleagues.

Try it on your own data

Every module is in the same workspace, so nothing needs connecting to anything.

Free for up to 5 users. Pro free for 30 days. No card.