Skip to main content

How to use Internal Collaboration

A guide on using Internal Collaboration in Pods and templates

Maddi Rose avatar
Written by Maddi Rose
Updated over 2 months ago

Internal Live Chat Collaboration - Work the Deal, Together

From strategy discussions to last-minute edits, internal live chat keeps your team in sync, responsive, and ready to close by collaboration internally in the Pod.

Here's a quick video on how this works:

Inviting Collaborators

To invite collaborators, you can set this up when creating a new Pod, in the final touches screen you can select from a list of people within your account.

If you need to add a collaborator for a Pod that has already been created, click the settings cog in the top right of the Pod editor, select Pod Settings > Owners & Permissions > Manage Collaborators

Features:

Everything in external live chat/collaboration is available in internal collaboration.

  • Live chat

  • Threaded conversations

  • @mention team members

  • On page annotations

  • Huddles/Video Calling/Screen sharing

  • Voice notes / Video notes

  • Screen recorded videos

  • AI summary and transcriptions of voice and video notes

  • Emoji reactions

Benefits:

Live Chat - Real-time Alignment Without Leaving the Pod

Benefit: Eliminate back-and-forth Slack messages or context-switching. Collaborate on deals where the work is actually happening.

  • Chat with your team inside the Pod editor

  • Keep deal context and team convos in one place

  • Perfect for quick syncs or on-the-fly updates

Threads - Keep Conversations Focused

Benefit: Avoid messy email chains, or teams/Slack channels to discuss deals. Stay organised and ensure every discussion stays on topic, in one place.

  • Threaded replies for specific ideas or questions

  • Easily catch up on what you missed

  • Perfect for fast-paced, multi-threaded deal discussions

Page Annotations - Point It Out, Precisely

Benefit: Save time explaining - just show it. Collaborate visually on the exact section that needs input.

  • Drop comments on specific parts of the Pod

  • Quickly align on messaging, design, or strategy

  • Minimise miscommunication between team members

Voice & Video Notes - Add Human Context

Benefit: Sometimes, tone and nuance matter. Cut through text fatigue and convey your message with clarity and personality.

  • Leave voice or video notes for deeper context

  • Ideal for async collaboration across time zones

  • Keep the human touch in team communication

Huddle Calls - Instant Sync When You Need It

Benefit: When a deal’s heating up, hop on a call right from the Pod — no switching tools, no wasted time.

  • Start a live call directly inside the Pod editor

  • Align instantly on content strategy, blockers, or next steps

  • Stay agile when timing is everything

Did this answer your question?