CollabChat User Guide

Everything you need to know to get started and make the most of CollabChat.

Contents

  1. Getting started
  2. Navigating the sidebar
  3. Channels
  4. Direct messages
  5. Sending messages
  6. Threads & comments
  7. Sharing images & videos
  8. Links & embeds
  9. ChatBot
  10. Notifications & alerts
  11. Settings
  12. Your profile
  13. Tips & shortcuts

1 — Getting started

CollabChat uses email-based login. You will receive an invite from an admin or existing user. When you visit CollabChat:

Step 1: Enter your email

Type the email address that was invited. A one-time verification code will be sent to your inbox.

Step 2: Enter the code

Check your email for the 6-digit code and enter it on the verification screen. The code expires after a short time, so use it promptly.

Step 3: Set up your profile

If this is your first time, you will be asked to choose a display name. You can also upload a profile photo. This is how other users will see you in conversations.

Tip CollabChat is invite-only. If you do not have an account, ask a team member or admin to send you an invite.

3 — Channels

Public channels

Public channels are open to all users. Click any channel name in the sidebar to open it. You can browse available channels and join them at any time.

Private channels

Private channels are only visible to their members. When you are added to a private channel, it appears in the "Private Channels" section of your sidebar. Channel members can see the member list and invite others (depending on permissions).

Group channels

Group channels are linked to one or more user groups. If you are a member of a group that has access to a channel, it will appear under "Group Channels" in your sidebar. Your access is managed through your group membership.

Creating a channel

Click the "+" button next to the "Channels" header to create a new public channel. Click the "+" next to "Private Channels" to create a private channel. Give your channel a clear, descriptive name so others can find it easily.

4 — Direct messages

Direct messages are private, one-on-one conversations between you and another user.

Starting a DM

Click the "+" button next to "Direct Messages" in the sidebar. You will see a list of all users — select someone to start a conversation. If you have an existing DM, it will reopen.

DMs support all the same features as channels — file sharing, threads, emoji reactions, and more.

5 — Sending messages

Type your message in the compose area at the bottom of the chat. Press Enter to send. For a new line without sending, press Shift + Enter.

Editing a message

Hover over your own message and click the edit icon (pencil). Make your changes and press Enter to save, or Escape to cancel.

Deleting a message

Hover over your own message and click the delete icon (trash). You can only delete messages you sent.

Emoticons

Common text patterns are automatically converted to emoji. For example, :) becomes a smiley face, and <3 becomes a heart.

6 — Threads & comments

Threads let you have focused conversations on a specific message without cluttering the main chat.

Starting a thread

Hover over a message and click the comment/reply icon. A thread panel will open inline below the message. Type your reply and send it.

Emoji reactions

You can react to messages in threads with quick emoji chips. These appear as animated reactions on the message.

Tip If you prefer not to see emoji-only comments, you can toggle them off in Settings.

7 — Sharing images & videos

CollabChat supports sharing images and videos directly in conversations.

Drag & drop

Drag an image or video file from your computer and drop it into the chat area. It will be uploaded and shared automatically.

Paste from clipboard

Copy an image and use Ctrl + V (or Cmd + V on Mac) to paste it directly into the compose area.

Attachment button

Click the attachment icon in the compose area to select a file from your device.

Uploaded images appear as thumbnails in the chat. Videos play inline with a built-in player.

8 — Links & embeds

When you paste a URL into a message, CollabChat automatically generates a preview. Special embeds are supported for:

9 — ChatBot

CollabChat includes a built-in ChatBot. You can add ChatBot to any channel or start a DM with it. ChatBot responds automatically with conversational messages — handy for testing or a bit of fun.

10 — Notifications & alerts

Unread badges

Channels and DMs with unread messages show a badge with the unread count in the sidebar.

Sound alerts

When enabled, a notification sound plays when new messages arrive. You can turn this on or off in Settings.

Browser notifications

When enabled, you will receive native browser notifications for new messages even when the CollabChat tab is in the background. Your browser may ask for permission the first time.

App badge

The unread message count can be shown on the browser tab icon, so you can see at a glance if you have new messages.

11 — Settings

Click the Settings button in the sidebar to open the Settings panel. Available options:

12 — Your profile

Your profile lets other users know who you are. It includes your avatar, role, status, and a short tagline.

Editing your profile

Open your profile

Click your avatar or name in the top-left corner of the sidebar. This opens the profile editor where you can update your avatar, role title, status, and tagline.

Avatar

Upload a profile picture by clicking "Change Avatar". Supported formats: PNG, JPG, WebP (max 5 MB). If you don't upload one, your initial letter will be shown.

Role

A short title describing your role, such as "Designer" or "Backend Dev". This appears on your profile card when others click your name on a message.

Status & Tagline

Status is a short note about what you're working on. Tagline is a brief bio that appears in the sidebar and on your profile card.

Viewing other users' profiles

Profile card

Click any user's avatar or name on a message to see their profile card. It shows their avatar, name, role, and tagline. Click "Message" to start a direct message with them.

Tip When the sidebar is collapsed, your avatar still appears at the top. Click it to open your profile editor.

13 — Tips & shortcuts

Keyboard shortcuts

Enter sends a message. Shift + Enter adds a new line. Escape cancels editing.

Mobile support

CollabChat works in mobile browsers. For the best experience on iOS, use the "Add to Home Screen" option in Settings to install it as a standalone app.

Inviting colleagues

You can invite new users to CollabChat by sharing an invite link. Invited users will receive an email with instructions to join.