Give each conversation a clear place
Use a channel for a topic the team needs to follow and a direct message for a focused conversation. Keep channel names easy to understand. A production channel can hold day-to-day coordination without making every update a meeting.
Point to the work instead of describing where it is
Use supported mentions to bring people, tasks, or files into the conversation. A clear reference helps the next person open the item you mean. Check the selected result when names are similar, especially when an agency has several clients with matching campaign titles.
- Name the person who needs to act when a message contains a request.
- Link or mention the task that holds the current brief.
- Put frame-specific video changes on the review itself.
- Record an agreed decision on the task so it stays with the work.
Use chat to move a handoff forward
A useful update says what changed and what happens next. “The first cut is ready; please review by Thursday” gives the producer something to act on. When the discussion changes scope or dates, update the task too. The latest plan should not depend on someone reading every message.
Keep the client boundary clear
Choose the correct workspace and channel before sharing files or discussing a client. Agency sub-workspaces provide a separate context for each client on the Agency plan. Membership and project access still matter. Use the demo to try a sample conversation and follow its task references.