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Modules

Availableapp.erp.io/chat

Chat

Channels and direct messages, with an assistant available in the thread. The value is that it is inside the suite, not beside it.

Stored key
messaging
Shape
Channels, DMs, threads
AI
In-thread assistant
Old address
chat.erp.io redirects

What it is for

Chat is where the conversation happens. Channels for topics and teams, direct messages for one-to-one, threads so a channel does not become unreadable. If you have used Slack you already know how to use it.

The reason to use this one rather than a separate tool is proximity. Everybody in it is already a member of your organisation — no separate directory, no separate invitation, no separate leaver process — and a question about an invoice can be asked next to the module that holds it. During a rollout in particular, having somewhere for questions to go that is not the project lead's inbox is worth more than any feature.

app.erp.io/chat
#finance

6 members

Priya Raman

March bank feed is reconciled except for two transfers I cannot place.

Dana Okoro

Are they the ones referenced TFR 88213? I think that was the deposit return.

Priya Raman

That is one of them. I will categorise it as a transfer and note it.

Sam Whitfield

Can we close by Thursday? The board pack needs the P&L.

Message #finance — type / for the assistant
A channel with a thread open. The assistant is available in the composer.

The screens

ScreenAddressWhat it does
Channels and DMs/chatThe conversation itself.
Search/chat/searchAcross every message you can see.
Notifications/chat/notificationsMentions and unread.
Users/chat/admin/usersWho is in the module.
Channels/chat/admin/channelsChannel administration.
Usage/chat/admin/usageAssistant usage.
Policies/chat/admin/rbacAccess policies.
Chat and the shell share a database

An implementation detail with one visible consequence: Chat is the module most tightly coupled to the shell, and the two are deployed together. There are no cross-table references between them, so it is a co-location rather than an entanglement — but it does mean Chat is not the module to expect to run independently of everything else.

In this section

Channels and threadsAvailable

Organising conversation in erp.io Chat: channel design, threads, and what the in-thread AI assistant can and cannot see.

Chat searchAvailable

Searching message history in erp.io Chat, what is included, and why private channels are the reason a colleague can find something you cannot.

Chat administrationAvailable

Administering erp.io Chat: users, channels, access policies, assistant usage, and the data connector.

What this does not do

No voice or video calls

Text only. There is no huddle, call or screen share.

No external guests

Only members of your organisation. There is no shared channel with another company.

No mobile app

Responsive web only. No push notifications.

No message retention policy

You cannot configure automatic deletion after a period.

No apps or integrations directory

There is no third-party app ecosystem.

Questions

Can we import our Slack history?

No. Start fresh, or run both during a transition.

Are direct messages private?

They are not visible to other members in the product.

Does the assistant read everything?

Only the conversation it is invoked in. See Channels.

Projects inboxChannels and threads