Part of Managely
Team Chat. Inside your system.
Your team talks beside the customers, invoices, payments and approvals they are already working on. Share the live record, make the decision, and keep the context with the work.
One login. One permission model. One business context.
Accounts / Sales Invoice
ACC-SINV-2026-0417 Overdue
Grand Total
EGP 84,300Outstanding EGP 84,300
EGP 84,300Outstanding EGP 84,300
MOAccounts3 online
Did the Nile Foods invoice get paid?
Sales InvoiceACC-SINV-2026-0417 · Nile Foods
Open record
Not yet — following up today.
Work inside the conversation
Share the record. Make the decision.
Bring a document into the thread as a live card. Each person sees only what their permissions allow, and an approval writes back to the real workflow.
1 · Call the record
2 · Permissions follow the person
Type the document number #QTN-2026-00214
→ a live card appears in the thread
The same card. The right view for each role.
MMahmoudSales Manager
Can we approve this today?
Quotation QTN-2026-00214
CustomerAl-Sharq Restaurants
ItemOrange juice ×200
TotalEGP 142,500
Margin18%
ApproveReject
TTarekStorekeeper
Can we approve this today?
Quotation QTN-2026-00214
CustomerAl-Sharq Restaurants
ItemOrange juice ×200
Total not in your permissions
Margin not in your permissions
Approval is not available to your role
Mahmoud approved from the conversation — the decision was written to the document
QTN-2026-00214 · 09:41
One panel
Your team and your website. Same place.
Internal conversations and website visitors reach the same team without opening another workspace.
Team conversations
Direct messages and groups beside the records they are about.
- Direct messages and groups
- Live business records in the thread
- Polls for clear team decisions
One panel
same system
Website conversations
Your website widget and chatbot reach the same people inside Managely.
- Bot collects the details first
- Live visitor context stays visible
- One owner per conversation
Share the work
Share the record, not a screenshot.
Search for the customer or document and drop the live record into the conversation. The card stays connected to the system and respects the reader’s permissions.
Customer
Nile Foods LLCCustomer · Cairo
Their documents, newest first
Sales Invoice ACC-SINV-2026-041718 Jul · OverdueEGP 84,300
Payment Entry ACC-PAY-2026-03882 Jul · SubmittedEGP 40,000
Sales Order SAL-ORD-2026-012128 Jun · To DeliverEGP 84,300
Sales InvoiceACC-SINV-2026-0417 · Nile Foods LLC
Open record
The card is built for the person reading it. Data outside their permissions is not sent to their browser.
Decide together
Turn discussion into a clear decision.
Create a yes/no poll in the thread, let each person vote once, add a reason when needed, and keep the final result with the conversation.
Move the Nile Foods deadline to Thursday?
Asked by Mona · 6 of 7 voted
Yes, extend it71%
“They confirmed the transfer for Wednesday night.” — Karim
No, keep the date29%
2 answers · one vote eachClosed · result kept
Website chat
Your website reaches the same team.
Add the widget to your site. The bot collects the basics, then hands the conversation to a person with the context already attached.
Live visitors4 on the site now
EG
Visitor · Pricing pagecame from Google · Arabic
SA
Visitor · Product tourdirect · English
AE
Visitor · Homecame from LinkedIn · English
EG
Returning visitor · Contactcame from Google · Arabic
M
Managely ChatWe are available now
Hello. I can get you to the right person. What is your phone number?
+2010 1234 5678
Here it is.
Thanks. Connecting you to Karim from accounts.
Write a message
Smart prompts
Show the right prompt by page, delay, scroll, exit intent, or visitor type.
Collect, then hand over
Gather name, phone and email before a person takes over with the context ready.
One owner per chat
One person owns the conversation, and a handoff carries the history with it.
Same system. Same permissions.
Built to keep business context controlled.
Team Chat uses the same business environment instead of creating a second place for sensitive work.
Controlled deletion
Deleting team messages is restricted to a System Manager.
Guarded writes
Messages go through one controlled path so users cannot write as someone else or rewrite history through the API.
Private attachments
Files are checked by content, stored privately, and shown only through permission-controlled access.
Configurable visitor history
Website visitor history has a configurable retention period; team history stays with the business.
Why it matters
Chat should not sit beside the work.
When the conversation, the record and the decision live in the same system, your team keeps the context instead of rebuilding it in another tool.
One platform