In-App Chat (Collaboration)

heads up ! keeper docs is now deprecated, and this page is not maintained please visit keeper's help center at help keeper app for the latest docs and guides in app chat allows you to collaborate with your team through comments on tasks, transactions, accounts, and clients if you @ tag a team member, they will get notified in their task inbox you can leave comments on transactions, tasks, accounts, questions, or on the main client feed where you can comment and respond video overview comments are internal to the firm in app comments are firm internal and are not seen by the client the client feed clicking the chat button at the top of a close page will take you to the client feed this shows you all comments left in the client feed or in other related entities like transactions, questions, or accounts the comment inbox the comment inbox in the top right hand corner of the app will show you all un archived comments that you have been tagged in