Channel Details
Every channel has a slide-out panel with all the settings, members, and resources tied to that channel. Open it by clicking the channel name in the header, or by clicking the people-count icon to jump straight to the Members tab.
The panel splits into five tabs along the top: Members, Tasks, Knowledge, Workflows, and History.
Members
The Members tab lists every person and specialist in the channel.
For each person you see their name, avatar, role, and online status. For each specialist you see its avatar, name, and a short description.
If you have admin permissions, you can add or remove members from this tab. Click the + Add member button to bring up the workspace member picker. Type a name to filter the list and click to add.
Specialists
The same panel includes a Specialists section under Members. Click + Add specialist to open the specialist picker and add an agent to the channel. Once added, the specialist will respond to @-mentions and any messages routed to it.
You can also remove a specialist from a channel without deleting it from your workspace. Hover the specialist row and click the remove icon.
Tasks
The Tasks tab shows every task linked to this channel. You can:
- Create a task with the + New task button.
- Change task status between Backlog, To Do, In Progress, Blocked, and Done.
- Assign tasks to people or specialists.
- Open a task to see acceptance criteria, comments, and history.
For more detail see Tasks.
Knowledge
The Knowledge tab lists knowledge plots attached to the channel. Linking a plot gives every specialist in the channel access to that reference material when they respond.
Click + Link plot to open the plot picker and attach an existing plot. To learn how to create plots, see Knowledge Sources.
Workflows
The Workflows tab lists workflows tied to the channel. Attached workflows can be triggered automatically by messages or run on demand.
Click + Add workflow to attach an existing workflow. For workflow basics see Workflows.
History
The History tab is a chronological log of channel events:
- Member joined or left.
- Specialist added or removed.
- Channel renamed or settings changed.
- Knowledge plot or workflow attached.
History entries are read-only. They are useful for understanding how a channel evolved over time, especially when working with teammates who joined the channel after it was set up.
What to Explore Next
- Channels Overview. The main chat layout guide.
- Messaging. Sending messages, formatting, and mentions.
- Threads. Side conversations within a channel.