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Group external messages

Not yet available — external and guest messaging is on the roadmap and is not built. This page describes the intended behaviour so the shape is documented, but nothing here works today and it is not included in any plan. Clients in the room, not in a mail thread.

CRM-linked external communication across email and threads, so the customer conversation lives beside the work it's about.

What it does

  • Every external thread is attached to a deal, not to one person's mailbox.
  • Email and in-workspace replies land in the same conversation.
  • Guests see the thread they were invited to and nothing else.

What that means in practice

Threads belong to the deal

An external thread attaches to a deal rather than to one person's mailbox, so it survives that person being away.

One conversation, two entry points

Email replies and in-workspace replies land in the same thread instead of forking.

Guests see one room

A guest sees the thread they were invited to and nothing else.

Works with

Set-up steps live with each integration:

Where to go next

Related guides · Messaging & channels

Updated 2026-08-19

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