Conversation

Definition

A Conversation in Unifize is a real-time, chat-based collaboration space embedded within every process record. It eliminates the need for external messaging tools by integrating communication directly into workflows, ensuring discussions, decisions, and actions remain in context.

Conversations allow teams to share updates, seek clarifications, and track progress without switching between different platforms, making collaboration easy, transparent, and efficient.

Key Features

• Real-time Collaboration: Enables instant communication between team members within records.

• Contextual Messaging: Conversations are tied to specific records, eliminating fragmented discussions.

• @Mentions & Notifications: Notify specific users to bring them into the discussion.

• File Attachments & Links: Share documents, images, and relevant files directly within the chat.

• Automated Status Updates: Tracks progress changes, approvals, and actions within the conversation thread.

• Full Audit Trail: Maintains a chronological log of messages, ensuring compliance and traceability.

What constitutes a Conversation?

Every Conversation in Unifize consists of the following key elements:

1. Message Log

   1. Displays all past messages and actions in chronological order.

   2. Provides full visibility into discussions and decisions made.

2. Mentions & Notifications

   1. Use @username to tag specific team members.

   2. Notifies users when they are mentioned or when actions require their input.

3. Attachments & References

   1. Drag and drop files, images, and documents for context.

   2. Allows direct referencing of past messages or checklist items.

4. Automated Updates & System Messages

   1. Captures status changes, approvals, and critical workflow updates.

   2. Integrates with Unifize Automator to log key events within the process.

Sample Conversation in Unifize

Conversations in Unifize bridge the gap between collaboration and process execution by embedding real-time discussions directly within records. By keeping all communications, decisions, and updates in one place, teams can work faster, stay aligned, and ensure full traceability without switching between multiple tools.