Client Conversations Beside the Work They Support
Keep account conversations, focused channels, and one-to-one follow-up beside the requests, tasks, files, and Deliverables they support. Your team gets an organized inbox; clients message from your branded portal.
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One inbox for client and team conversations
Keep communication close to the client account, control who is included, and choose which conversations should interrupt your team.
- Account chats
- Open and private channels
- Direct messages
- Channel managers
- Client-presence notices
- Participant controls
- @mentions
- Typing indicators
- Unread state
- Per-conversation notifications
- Temporary alert pause
- File attachments
- Mobile push notifications
- Channel CSV export
- Responsive web chat
- Branded client portal
Three conversation types, one workflow
Use the conversation structure that fits the moment without moving client communication into another tool.
Organized inbox
- Account conversations stay with the client
- Channels keep group discussions focused
- Direct messages support one-to-one follow-up
Team conversation view
- See who is part of the conversation
- Keep unread work visible
- Manage channel access and participants
Notification controls
- Choose alerts by conversation
- Use mentions-only where supported
- Mute alerts without removing access
Keep Each Conversation in the Right Place
Use the account chat for the ongoing client conversation, channels for named group discussions, and direct messages for private one-to-one follow-up.
- One default conversation tied to each client account
- Open or private channels for teammates and clients
- Direct messages between eligible team and client contacts
- Clients only see conversations they are part of
Make Client Participation Clear Before You Send
Client-presence notices help your team distinguish internal conversations from rooms that include portal contacts.
- See when a client is present in a channel or direct message
- Use private, invite-only channels for limited groups
- Let Channel Managers add or remove participants
- Transfer channel ownership or archive a channel
Choose Notifications Conversation by Conversation
Decide which conversations need every alert, which only need mention notifications, and which can stay quiet until you return.
- All Messages, Mentions Only, or Muted for supported chats
- All Messages or Muted for direct messages
- Pause Live Chat alerts temporarily without clearing unread state
- Keep unread conversations visible in the inbox
Let Clients Chat From Their Branded Portal
Teams work from the Sydnee inbox while clients message from the same portal they use for requests, tasks, files, and Deliverables.
- Responsive chat layouts for desktop and mobile browsers
- Typing indicators and @mentions for active conversations
- Attach files directly in a conversation
- Browser, desktop, and mobile app push notifications
- CSV message-history export for active channel members
FAQ
Sydnee gives you three conversation types in one inbox: account chats (the default conversation tied to each client account), channels (named group chats for teammates and clients), and direct messages (private one-to-one conversations).
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Sydnee turned our onboarding into a simple, repeatable process that just works.
Patrick BenskeBenske Agency, FounderWhether you're tech savvy or not, this is gonna work for you, and it's so simple, anyone can use it.
Steven DiamondDiamond Ai Media Group, FounderBetween the white-labeling, templates, and client collaboration, Sydnee covers everything we used to patch together across other tools.
Carmelo SantosCo-found Council of MarketersIt's so nice to have everything in one place—clients can see our progress, and we can see every task at a glance
Michael RapinoHoneyQuill Agency, FounderSydnee has been the best investment I've made for my agency thus far. There is not better platform with the features included for the price point they are at.
Luis LeonPromise Pixel, FounderSydnee offers our Clients a clean simple platform that is easy to understand and navigate.
Laura McDermott, OwnerMcdermott Law Firm, PLLC