Let’s Talk: Building Chat Inside Agency Handy!

General
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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:

1 Like
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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?