Team Room

Chat with your team and share records without leaving SiaOne.

2 lessons available · 0 more on the way

Overview

Team Room is the chat built into SiaOne. Talk to your team in channels or in private messages, and attach invoices, orders or customers to a message, so the person reading it can open the real record with one click. Nothing is copied into another app.

Create a channel or message a person → write → attach a record → send

Feature	Where	What it is
Channels	Team Room › Channels	Shared rooms for a team or topic, such as General, Sales and Warehouse. Public (everyone) or Private (invite-only).
Direct messages	Team Room › Direct Messages	A private conversation with one colleague.
Members	Inside a channel › Members	See who is in the channel; a manager can add or remove people.
Attach a record	Message box › paperclip	Attach an invoice, bill, sales order, purchase order, customer, vendor or product to a message.
SIA Assistant	Top of the Team Room list	An AI helper that answers questions about SiaOne.
Chat icon	Top bar, on every screen	Opens your messages without leaving the page you are on.

Tasks in Team Room

Chatting

Start a channel or a direct message Create a shared channel for a group, or chat privately with one person. 6 steps1:00 video Share an invoice, order or customer in a chat Attach an invoice, bill, order, customer, vendor or product to a message so your colleagues can open it with one click. 6 steps0:56 video