What is Chat?
It is the replacement for internal WhatsApp: individual or group conversations, internal or with external people (clients, suppliers). Everything stays in Pilot, with search and traceability.
Screen tour
- Left: the list of your conversations, sorted by recent activity.
- Center: the active conversation.
- Right: contact info (name, photo, organization, shared files).
Start a conversation
- The + button at the top of the conversation list.
- You choose: individual chat, group or external.
- For individual / group: you select from the directory.
- For external: you type the email; they receive an invitation with a link to reply.
Mention and reply
@name mentions and notifies. Right-click → Reply quotes the original message in your reply to make the context clear.
Turn a message into a task
If in a conversation someone says 'can you handle the report on Friday?', you right-click → Turn into task. The task is created with the message text and keeps a link to the original chat.
Example: chat with an external client
You want Karina to be able to message you through chat without having you on her personal WhatsApp.
- You create an external chat with karina@vetpatitas.cr.
- Karina receives an email with a link. She enters her external Pilot view (she does not need a paid account).
- She chats with you like on WhatsApp.
- She requests adjustments to the proposal. You turn her message into a task for Diego.
- Diego sees the task with the full context.
Client served. Team coordinated. Without mixing personal WhatsApp with work.
How it connects
How it connects: Chat
If something does not work
If something fails
The external person did not receive the email.
Check that the email is spelled correctly. Ask them to check spam.
Messages do not reach me in real time.
Refresh the page. If it persists, check your internet connection.
