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With Hubflo Messaging, you can send files and images, chat directly with clients in their portal, and invite as many participants as you need—all from one organized space. It’s designed to streamline communication and collaboration, so nothing slips through the cracks.
For your clients, it feels effortless. For your team, it keeps everything in one place.
Create your First Chatroom
To get started, head to the Messaging section on the sidebar.
Click New Conversation.
Give it a title (we recommend using the client’s name for clarity).
Add participants by selecting their names from the dropdown menu. You can include both internal users and clients.
Manage Permissions to Chatrooms
To give people (internal users and clients) access to an existing chatroom, go to the Messaging section, find the chatroom, and click on Edit Participants:
Important: Only internal users (chatroom creators) can add participants.
To give internal users access to all existing chatrooms, go to Settings ⚙️ > Invite & Manage Users.
Click the pencil icon to edit the user
Toggle on the option "Access to all chat rooms" (when toggled off, the user only has access to chat rooms they created).
Notifications & Visibility
Only participants in a chat room can view and send messages.
Clients and internal users will see the full message history when added.
Clients receive an email notification 10 minutes after a message is sent (if unread).
Both clients and internal users get reminders every 30 minutes for unread messages.
Clients see all chat rooms they’ve been added to right inside their client portal. Make sure they have an active portal account (create and invite them if needed).
Internal users can see every conversation they’ve created or been added to.