# Internal messenger (Messenger)

<p class="lead">Chat with your team inside ERP Instfy, exchange messages and files, and keep work conversations right next to the system.</p>

**Messenger** is the internal chat in ERP Instfy, a standalone item in the side menu. It is for quick conversations between users in your company, such as aligning on a task, asking for an approval, or giving a heads-up about a customer, without relying on personal apps.

[[roles: Company, Employee]]

!image[Messenger screen with the conversation list and an open chat](/assets/img/erp/messenger.webp)

## Before you start

- Only people set up as users in your company appear in Messenger. Add your team in [Users and roles](#/user-management).
- Confirm that each person's role has access to Messenger in [Roles and permissions](#/user-roles).

## Start a conversation

Begin by selecting the person you want to talk to.

**Menu path:** *Messenger*

<ol class="steps">
<li>Open <strong>Messenger</strong> in the side menu.</li>
<li>In the contact list, find the person. Use search if your team is large.</li>
<li>Click the name to open the conversation.</li>
</ol>

## Send messages and files

Write concisely and attach whatever the person needs to take action.

**Menu path:** *Messenger > (open conversation)*

<ol class="steps">
<li>With the conversation open, type your message in the text field at the bottom.</li>
<li>To send a file, use the attachment option, if available, and select the file.</li>
<li>Send it. The message appears in the conversation history.</li>
</ol>

:::tip
For decisions that need to be recorded in a project or support case, also use the comments on the task or ticket. Messenger is great for speed, but the official record should live in the corresponding module.
:::

## Review past conversations

The history is saved, so you can pick up any topic again.

**Menu path:** *Messenger*

<ol class="steps">
<li>Open <strong>Messenger</strong>.</li>
<li>Click the contact to see the previous conversation.</li>
<li>Scroll through the history to find the message you want and continue the conversation.</li>
</ol>

## Complete flow

1. The team is set up as system users.
2. Each person opens *Messenger* and chooses a contact.
3. Messages and files are exchanged in the conversation.
4. Important decisions are also recorded in the project, task, or ticket.

## Frequently asked questions

### Can I chat with customers through Messenger?
No. Messenger is for users in your company. To serve customers, use [Support Ticket](#/support-ticket).

### Why does a team member not appear in the list?
They are probably not set up as a user, or their role does not have access to Messenger. Check in *User Management > Users* and *User Management > Roles*.

### Are conversations saved?
Yes. The history remains available when you open the conversation with that contact again.

### Does Messenger replace email?
For quick internal conversations, yes. For formal communication with customers and vendors, keep using email and the system's dedicated modules.

## Next steps

Combine Messenger with the calendar and meetings to organize your team's routine.

:::related
calendar, zoom-meetings, user-management
:::