Real-Time Communication tools keep discussions attached to the work itself. Presence indicators, inline comments, and AI-generated recaps make teamwork fast and traceable.
Stay in the flow
Discuss tasks, portals, and documents right where they live instead of hopping between external chat apps.
Communication Features
- Presence indicators show who is online and which portal or task they're viewing.
- Threaded comments keep conversations tied to phases, tasks, or documents.
- Mentions & notifications alert teammates or clients when their input is needed.
- AI summaries condense long threads or meetings into digestible bullet points.
Collaboration Canvas
| Scenario | Recommended Feature | Benefit |
|---|---|---|
| Task clarification | Inline comments with attachments | Resolve questions without meetings |
| Client updates | Portal announcements with AI recap | Keep stakeholders informed asynchronously |
| Internal escalations | @mention managers in task threads | Speed up decision-making |
| Quarterly reviews | AI-generated summary of major updates | Prepare instantly for strategic conversations |
Working in Real Time
Monitor Presence
See who is active to coordinate ad-hoc discussions or pairing sessions.
Start Contextual Threads
Add comments directly within tasks or documents to maintain a searchable history.
Use Mentions Wisely
Loop in teammates or clients with specific asks and deadlines.
Summarize Automatically
Trigger AI summaries at the end of busy conversations or before handoffs.
Sync Notifications
Let users choose email, in-app, or Slack alerts so they stay informed without overload.
Best Practices
Focus on clarity
When commenting, clarify the decision, owner, and due date to avoid follow-up confusion.
- Pin critical updates or decisions at the top of threads for quick reference.
- Encourage teams to resolve straightforward issues asynchronously, reserving meetings for complex topics.
- Use AI to translate summaries into different languages for international stakeholders.
Wrap the loop with the Accountability Framework to ensure commitments turn into outcomes.