Wazi Connect: team collaboration

Who has access?

Connect is included in the Core plan. Starter includes CRM, Invoicing and Forms. Enterprise custom applications require an agreed scope.

Prepare a useful team conversation

1. Sign in to the correct workspace and check the team or conversation participants.
2. Use the conversation relevant to the customer or work being discussed.
3. State the record reference, decision and next action clearly.
4. Keep authoritative commercial details in the customer or document record as well as the conversation.

Confirm the features your team requires

Team chat and collaboration are the published Connect scope. Confirm the available conversation types, membership controls, attachment limits, retention, exports and notification options for your workspace before depending on them. This reference does not assert external email ingestion, unlimited storage or a particular delivery SLA.

• Confirm workspace requirements
• Current plans