How-to Videos
Live Collaboration
SalesDesk’s live chat lets you collaborate in real time—group or 1:1 channels, unread/workspace filters, and @mentions with email alerts. Anything you share (images, docs, deals, tasks) auto‑links to the right CRM records. If a chat needs more depth, you can book follow‑ups or launch video huddles (with live co‑editing) and save recordings to your assets. Every customer workspace also gets its chat channel in your CRM, so you can engage seamlessly—internally and externally—all within one secure platform.