Let’s Talk: Building Chat Inside Agency Handy!

Community Lounge
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:speech_balloon: Let’s Talk: Building Chat Inside Agency Handy

Over the past few months, one of the most common requests we’ve received has been:
“We want communication to happen right inside Agency Handy.”

So here we are — we’ve started working on Chat. At first, the plan was simple: let clients and admins/superadmins talk directly inside the platform. But the moment we thought of adding B2B access + call-to-action (CTA), new questions came up.

:office_building: Company or Person?

If you send a message to a company, should it be visible to everyone in that company, or only to the specific team member you picked?
This one decision changes the entire privacy vs. collaboration balance.

:busts_in_silhouette: 1-to-1 vs Group Chats

Now think about this:
If you’re already in a 1-to-1 chat and later assign a team member — should that person:

  • Be added to the same chat (but then privacy is gone), or

  • Get a new chat (but then too many chats start piling up)?

The same question applies to B2B too. How would you want this to work?

:memo: Message Control

Should we allow:

  • Edit, so people can fix mistakes but edits aren’t tracked?

  • Delete, so you can remove messages but break the flow?

We’re planning to give only one of the two — because if we give both, there’s no reliable way to track what actually changed. Which one matters more to you?

:money_bag: Strategy: How Long to Keep Conversations?

Here’s the practical side: storing chat data isn’t free.
We’re thinking of keeping messages for the last 90 days.

Question is — should this be:

  • A fixed system rule, or

  • Something the user decides?

Either way, we’ll be transparent: storing every single message forever isn’t possible, especially with LTD pricing. But we want you to have control and clarity.

For our first version (MVP):

  • Simple 1-to-1 chat with clients.

  • Ability to add a team member → turns into group chat.

  • Replies + reactions built-in.

Future Phase: deeper links to Orders, Tickets, Requests.

  • Now it’s your turn — how do you imagine B2B chat working inside Agency Handy-
  • What setup would make your daily workflow smoother?

We’re building this together, and your answers will shape the direction :rocket:

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Great points, how I would use chat as an agency is only internally with employees and not for clients. I think for clients its better to stick to traditional channels like email and video calls instead of chat, besides they arent doing the work only paying us for services so I feel employees would need this more than clients since employees do the work and need to chat internally on projects etc. Do for me I would recommend having chat only for internal/employees. Interms of the system I would keep it simple like Google chat or Slack; allow for 1-1 chat, group chats or project/order chats.

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You can check the https://agencypro.app website; they have done it beautifully. I want communication both ways internally or with my client and team member. That way I can remove Slack, as right now we are using Slack for all the communication, also if you can integrate video system, so if I want, I can start a video call with client and team or individual.

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And by any chance do you know when can I expect this feature? As I want to move all in to Agency Handy so we can handle things in just 1 platform.

Thank you.

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Hi Lovish, let me check out the app and the reference you have given. Just for a clearer picture, what are the things that you love the most about your reference?

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Any updates? please can we get chat inside AH so we dont have to switch to other chat tools like slack, whatsapp, pumble etc

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Hey @Jay

Thanks for reaching out. We have been working on the Chat feature, and our team is currently testing it internally.

Thank you for patiently waiting so far. We will update you as soon as possible. Your continued partnership and understanding are greatly appreciated.

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Appreciate the update and excited for this chat feature inside AH :slight_smile: will help AH be a better all in one tool for collaboration

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We are excited about the Chat feature as well. This is a long-awaited feature and one of the most demanded ones.

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