The Chat module brings instant messaging to your platform — enabling both internal team communication and real-time engagement with customers. Whether it’s private DMs, group discussions, or live support chats, this module keeps conversations flowing where they matter most.

Internally, teams can collaborate directly inside Teruza, linking messages to tasks, leads, or documents. Externally, your users can chat with support agents or sales reps via embedded widgets on your website or within the client portal — all managed from a unified interface.

Features include real-time messaging, typing indicators, file sharing, online status, and optional email fallbacks when users go offline. You can also control which roles have access to specific chat channels or conversation types.

Typical use cases include:

• Providing live customer support via your website or portal
• Enabling internal messaging between staff or departments
• Discussing projects, leads, or tickets directly inside the CRM
• Using chatbots (via the AI module) to automate first-line responses
• Improving communication flow in distributed or hybrid teams

Whether you’re improving teamwork or creating a better user experience, the Chat module turns communication into a powerful productivity tool.