Client Chat

Overview #

Chat with your clients directly inside Corcava. Clients can message your team from the Client Portal, and your team replies from the Chat page.

Access #

• Clients: Client Portal → Chat
• Team: App → Chat

How it works #

• Real‑time messaging: Messages appear instantly for both sides.
• Unread indicators: See new client messages and last message previews in the chat list.
• Contact history: Client chats are linked to the contact and appear in their activity timeline.
• Archiving: Close inactive threads to keep your list tidy (team users).

Best practices #

• Use a dedicated chat per client company/contact to keep topics organized.
• Keep messages concise and actionable; follow up with meetings when needed.