The first-week guide is drafted. Shall we add the team channels too?
External messagingBring your contacts
Bring your contacts
into the conversation.
Invite a customer or partner to an email-verified direct message. Use files, threads, and calls within that conversation.
TaylorExternal conversation
Email verified. This conversation does not grant channel access.
Product tour with sample contentExplore Messages and Thread in the external conversation. The example shows a direct conversation without workspace membership.
An invitation to a conversation.
Send an email invitation to discuss a piece of work with a customer or partner. After verification creates the direct message, share files, keep replies in a thread, and start a call when needed.
External contact invitation by email
Use the email address of the person you want to work with. The recipient completes the invitation by verifying that address.
Verified external direct message
An accepted invitation creates a direct message. The external contact joins that conversation without gaining channel or workspace membership.
Participant and conversation information
Review who is participating in the conversation information. Choose what to share with the customer within the scope of this discussion.
File, thread, and call tools
Share a proposal or work file in the conversation. Discuss its details in a thread and move to a call when it needs a live walkthrough.
Walk through a document together.
Start a call to review a document shared in the verified conversation. Share your screen to explain the relevant section, then write the next steps in the same direct message after the call.
Review the launch draft
Sample meeting 3October launchDesktop + Mobile
October 16
The October collection is here.
The launch page, on desktop and mobile.
Explore the collectionMobile
October launch
The October collection is here.
Explore the collection
Maya · you
Alex
Jamie
Sample conversation
Maya Let’s review the mobile layout together too.
Sample meeting with still photos. Your camera and microphone stay off.
Switch between Participants and Shared draft. This sample shows a document review; it does not send an invitation or start a live call.
From an email invitation to a conversation.
Taylor verified the invitation. Share the guide in this direct message; the invite does not grant workspace or channel membership.
Send the invite
Send a verification invite to the external contact's email.
Complete verification
A verified direct message is created after the invite is accepted.
Work in the limited conversation
Use files, threads, and calls inside that conversation.
Work with a customer or partner in a verified conversation. The invitation does not open the organization’s other channels.
Work with people outside your workspace.
Customer feedback
Invite the customer by email. After verification, share the draft in the direct message and discuss feedback in its thread.
A document review with a partner
Share the document in the conversation. Start a call for the section that needs explaining and write the next step in the same conversation.
Choose what to share in the conversation.
The email invitation opens a specific direct message. Work with the contact on the material you share there; the invitation does not grant channel or workspace membership. Check the participants before sharing a document.
Frequently asked questions.
A few details about using this feature and what it covers.
Invite a contact into the conversation.
Use their email address in the external invitation. Once verification is complete, explain the work and share the relevant file.