Documentation
Step-by-step guides for every Connect feature, organized by who does the action. If you\'re looking for a "day-in-the-life" story instead, see the User Journeys.
Admin
Enabling Connect
Turn on the add-on and enable features for your org.
Everyone
Chat
DMs, group chats, attachments, reactions, mentions.
Everyone
Calls
Voice and video, group calls, controls, missed calls.
Everyone
Screen sharing
In-call share and standalone team broadcasts.
Managers + Employees
Manager screen view
Request, approve, deny, stop. Consent flow explained.
Admin
Recording
How recording works, who can play back, retention.
Admin
Admin & compliance
Toggles, audit trail, billing, rollback.