Chat and collaboration

The conversation and the record, on one screen.

Team chat slides out over any page in Innersol. Share a lot, a quote or a purchase order into a channel and it shows up with its live status. Innersol itself posts there too: assignments, exceptions, approvals waiting. Chat users join for chat, files and the records shared with them.

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app.innersol.io/lots/L-0481
Lot L-0481Immune Elderberry Gummies
On hold
TestResult
Vitamin C assay104%
Zinc assay98%
Heavy metalsPending
The page keeps working under the chat.
# quality4 members · 2 unread
MP
Mira Patel9:21 AM

Lab says the heavy metals results land Thursday. Holding L-0481 until then.

L-0481On hold · 1 test pending
Immune Elderberry Gummies · 248,600 pcs · Northlake Wellness
AM
Alina Moreno9:24 AM

Thanks. I will tell Northlake the ship date moves to Friday. @Jon can the second pallet wait?

Innersol9:30 AM

Follow-up "Attach heavy metals results" is due Nov 6 and holds the release of L-0481.

Message # qualitySend
123
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Records in the chatShared with one click, shown with the live status. Open it from the message.

2

Over any pageThe chat slides out while the lot, the order or the schedule stays where it is.

3

Innersol posts tooAssignments, exceptions, approvals and follow-ups land in the channel they belong to.

1 clickto share any record into a channel, with its live status on the card
Chat usersget chat, files and the records shared with them, for $10 a month each
Channelsper team, direct messages, threads and mentions, with the unread count on the sidebar
0e-mails asking where the lot is
Chat over any page

Keep working while you talk.

The chat is a panel, not a destination. Open it over the schedule, answer a question about a lot, close it and nothing has moved. Channels per team, direct messages, threads under a message and mentions that notify.

  • Channels for production, quality, shipping, sales and purchasing on day one, and your own.
  • Innersol's own messages: new inquiry assigned, PO waiting for approval, shipment exception, follow-up due.
  • Unread counts on the sidebar and on the phone, e-mail when you are away.
  • Search across messages and the records that were shared.
app.innersol.io/chat
Channels
# production3# quality# shipping# sales# purchasing
Direct
Jon BakerSam Whitaker1
Innersol# sales · 8:02 AM

New inquiry from Theo Lindqvist, Kestrel Fitness Co., creatine gummies. Assigned to Sam Whitaker by round robin.

SW
Sam Whitaker8:15 AM

On it. Quote going out before lunch.

Innersol# shipping · 8:40 AM

Delivery problem on SH-0205, Harborlight Labs: carrier reports an address issue. Customer notice held.

DO
Daniel Okafor8:46 AM

Calling them now. @Alina can you confirm the dock address on the customer?

2 replies in thread
12
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Innersol is a memberIts messages carry the record, so the next click is the record page.

2

Threads and mentionsAnswer under the message, mention the person who has to act.

Records in the conversation

Share the record, not a screenshot.

Any record has a Share button. In the channel it appears as a card with its number, its name and its live status, and the status keeps moving after it was shared. People who may open it click through. People who may not see the card and can ask.

  • Quotes, orders, lots, purchase orders, batches, deviations, R&D projects, invoices and shipments.
  • Review a record shared with you and ask for changes from the card.
  • The record page shows where it was discussed, so the context is never lost.
  • Access follows the role: a chat user sees what was shared with them, nothing more.
app.innersol.io/chat/production
JB
Jon Baker# production · 2:10 PM

Line 2 is free from 3 PM. Can we pull B-0484 forward?

B-0484Scheduled Nov 5
Women's Multi Gummies · 100,000 pcs · Daybreak Nutrition · Line 2
OpenAsk for changes
MP
Mira Patel2:12 PM

Yes if the allergen changeover checklist is done first. Starting it now.

Innersol2:31 PM

B-0484 moved to today 3:00 PM on Line 2 by Jon Baker. Earliest ship date for SO-0352 is now Nov 7.

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Live status on the cardScheduled Nov 5 becomes Today 3:00 PM the moment it moves.

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The consequence, postedThe ship date moved, so Innersol says so where the decision was made.

Files and the chat bridge

Files stay with the conversation and the record.

Drop a COA, a label proof or a photo into the chat and it is kept with the message. Attach it to the lot or the order from there. If your team already lives in another chat tool, the chat bridge carries messages both ways so nobody has to switch.

  • Send and receive files in channels and direct messages, with a preview.
  • Attach a file from the chat to any record in one step, with the file type the record expects.
  • Chat bridge to your team chat tool: channels mapped, messages and files flowing both ways.
  • E-mail notifications for mentions and direct messages when you are not in Innersol.
app.innersol.io/chat/quality
MP
Mira Patel# quality · 11:02 AM

Heavy metals results for L-0481 are in. All pass.

📄 L-0481_heavy_metals.pdf · 212 KBAttach to lot L-0481
Innersol11:03 AM

Attached as Lab results, pass, on L-0481. Follow-up "Attach heavy metals results" done. Release is no longer on hold.

↔
Bridgefrom your team chat · 11:05 AM

Daniel Okafor: Great news, telling Northlake the pallets go out tomorrow.

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From chat to the recordOne step, with the file type the lot expects, and the follow-up is done.

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The bridgePeople in your other chat tool see and answer the same messages.

Chat users

Everyone in the building, without a full user for each.

Machine operators, warehouse staff, the bookkeeper, an outside consultant. Chat users get chat, files and the records shared with them for $10 a month each. Innersol Chat on the desktop and on the phone is theirs too.

  • Chat, files, shared records and the checklists assigned to them.
  • Request a feature on every page, so the people doing the work shape the software.
  • Production users get the shop floor screens on a tablet without the office modules.
  • Move a chat user up to a full user whenever the job grows.
app.innersol.io/settings/people
People14 full users · 6 production users · 11 chat users
Invite
PersonSeatRoleSees
Alina MorenoFullSalesSales, products, chat
Jon BakerProductionOperatorShop floor, checklists, chat
Priya NairBasicBookkeepingChat, files, shared invoices
Luis OrtegaBasicWarehouseChat, files, receiving checklists
Role presets: Sales, Production, Quality, Purchasing, Shipping, Finance
12
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Three kinds of userFull, production and chat users. Each sees what the job needs and nothing else.

2

Presets, then adjustStart from a role preset and change one permission at a time.

Also in Chat

The rest of the toolkit.

Request a feature

A button on every page. The request carries the page it came from, and you see what happened to it.

Activity on every record

Comments, changes and the messages where the record was shared, in one timeline.

Notifications

Mentions, assignments, approvals and exceptions. In Innersol, on the phone, by e-mail when you are away.

Apps for every screen

The full app on phones and tablets, and Innersol Chat on its own for the desktop and the phone.

Help center and hover tips

Articles that open the live screen they describe, and a tip on every label in settings.

Customer portal

Customers approve samples, see order status and download COAs without a chat account.

Works with

Chat is where the rest of Innersol speaks.

ManufacturingBatches moved and completedExplore → Shipping and fulfillmentExceptions in the shipping channelExplore → Sol AIAsk about the record you are discussingExplore → Dashboards and reportsWhat needs you, every morningExplore →
Questions

About Chat in Innersol

We already use a team chat tool. Do we have to switch?

No. The chat bridge maps your channels to Innersol's and carries messages and files both ways. Innersol's own messages, such as a PO waiting for approval, can land in your tool too.

What does a chat user cost?

$10 a month each, with three users minimum on the Basic plan. Chat users can be added to Starter, Growth and Professional, and they are included with Enterprise.

Can a customer see our chat?

No. Customers use the customer portal for approvals, order status and documents. Chat is for your team and the people you invite.

See the whole team in one place.

Forty minutes, your channels, a lot shared into the conversation and a chat user on a phone.

Book a demoSee the plans