Workers
View as MarkdownDMs
A direct message is always answered. Who you are decides which copy of the worker answers.
Anyone at your agency can DM a worker, and the copy that answers is your team's: it knows every client. A client's contact who is linked to that client also gets an answer, from that client's copy. Everyone else is told, politely, that the worker cannot help them.
| Who sends the DM | Who answers |
|---|---|
| A member of your workspace | Your team's copy |
| A person linked to Acme | Acme's copy |
| A guest, or a Slack Connect contact linked to no client | Nobody. They see: I'm not able to pick this up — I only work with people from the organization that set me up. |
Linking a person to a client
Link a person from the worker's Clients tab (Add to client, then the People tab), from the client's page (Bind a Worker, People), or by adding them to the client's box on the Company chart. The chart's sheet says what it does: Daniel's DMs with Nora will go to Acme.
Threads in DMs
In a DM, each message you send starts its own thread, and the worker replies in it. That keeps a long DM history readable: one topic, one thread.