Conversations

The Conversations is the backbone of collaboration in Unifize. Unlike traditional systems where communication happens separately from process data, Unifize embeds conversations directly within records. This ensures that discussions, decisions, and actions remain in context, improving visibility, accountability, and efficiency.

See: Conversations Definition

What is a Conversation?

A Conversation in Unifize is a real-time, chat-based collaboration space embedded within each record. It allows teams to:

• Discuss process updates, issues, and decisions in context.

• Maintain a chronological log of all interactions and actions.

• Tag and notify stakeholders instantly for quick responses.

• Attach files and documents directly to messages for better traceability.

• Ensure complete auditability of all conversations for compliance.

Navigating Conversations

Accessing Conversations

To view and interact with conversations:

1. Open a Record from My Inbox or search for it using the Search Bar.

2. The Conversations are visible by default within each record under the Header.

3. Start typing a message in the chat box to engage in real-time discussions.

Structure of the Conversation Thread

1. Message Log – Displays all past messages and actions in chronological order.

2. Mentions and Notifications – Use @username to tag specific team members.

3. Attachments – Drag and drop files or click the attachment icon to upload supporting documents.

4. Status Updates – Changes in record status (e.g., approvals, task completion) are automatically logged.

5. Notifications – From Unifize Automator and Assistant on updates to the checklist.

Using Conversations Effectively

Engaging in Conversations

• Mention users using @ to bring relevant team members into discussions.

• Keep messages clear and concise for efficient communication.

Attaching and Referencing Files

• Upload files directly into the chat for better context.

• Refer to past messages or decisions by quoting messages.

Tracking Updates & Decisions

• Every action within a record (status change, approvals, comments) is logged in the conversation.

• Past discussions remain visible for auditing and reference, reducing the need for external documentation.

Best Practices for Effective Conversations

✅ Keep conversations relevant – Discuss only process-related topics within a record.

✅ Use mentions strategically – Tag only necessary stakeholders to avoid clutter.

✅ Attach supporting documents – Ensure that all decisions are backed by relevant files.

✅ Regularly review updates – Stay informed on the latest discussions and actions within records.

The Conversations in Unifize bridges the gap between collaboration and process execution. By embedding discussions directly within records, it eliminates fragmented communication, reduces delays, and enhances accountability.