How Chat Works in the Deal Room

Learn how chat works in the Deal Room for real-time communication with buyers and teammates.

June 1, 2026

What You Can Do With Chat

Chat enables you to:

• Communicate with all participants in one shared thread
• Send private direct messages to a specific buyer or colleague
• Share images and attachments
• Mention people using @name
• Keep all deal-related communication in one central place

Accessing the Chat

1. Open your Deal Room.
2. Select Chat from the left navigation menu.
3. The conversation panel will appear on the right side.

All participants with access to the room can see the chat unless messages are sent as direct messages.

Chat now opens as a floating overlay on top of the Deal Room instead of taking you to a separate page. This means you stay anchored in the same place in the room, can reference the surrounding content more easily, and can close the overlay to return to your work without losing your spot. You can also open chat from more places in the Deal Room, making it quicker to start a conversation from wherever you are.

Note: While the chat overlay is open, it covers most of the underlying page. You remain in the same place in the Deal Room, and you can close the overlay quickly to view the full content again.

Types of Messages

1. Room-Wide Chat

This is the default conversation space visible to everyone invited to the room.

Use this for:

• General updates
• Sharing content milestones
• Answering buyer questions
• Coordinating next steps

2. Direct Messages

Direct messages allow you to communicate privately with a single participant.

Use direct messages for:

• Sensitive questions
• Internal collaboration
• Individual follow-ups

Direct messages are not visible to other participants.

Sending a Message

1. Open the Chat tab.
2. Type your message in the message field.
3. Press Enter to send.

Your message appears instantly in the conversation thread.

Uploading an Image or File

You can share images directly in the chat.

1. Click the attachment (paperclip) icon.
2. Select Upload image or choose a file.
3. Send your message.

Images are displayed inline for all participants.

Mentioning a Participant

Use @ to notify a specific person.

1. Type @ in the message box.
2. Select a participant from the list.
3. Send your message.

They will receive a notification to ensure nothing is missed.

Starting a Direct Message

1. Click the participant's name in the participant list or
2. In the chat window, click the dropdown showing the conversation name.
3. Select Start direct message.
4. A private conversation opens.

Direct messages include only you and the selected participant.

Notifications

Participants receive notifications when:

• They are mentioned.
• They receive a direct message.
• A new message appears in the room chat (based on their notification settings).

Notifications can be delivered as in-app, mobile push, or email, depending on each participant's notification settings.

Note: In-app and mobile push notifications appear in real time. Email notifications can arrive with a delay and should not be relied on for time-critical chat exchanges. If you need to be alerted as soon as a participant sends a chat message, use the GetAccept mobile app or keep the Deal Room open in your browser.

Who Can See What

Best Practices

• Use direct messages for sensitive or individualized communication.
• Use @mentions to ensure critical updates are seen.
• Share relevant screenshots or documents directly in the chat for clarity.
• Keep communication inside the room to maintain a complete deal timeline.

FAQs about the chat overlay

What's the main difference from before?

Chat is no longer a separate standalone page inside the Deal Room. It now opens as an overlay, so you stay closer to the content you're discussing.

Why is the overlay better than the previous experience?

It reduces context switching. You can open chat, reference the relevant room content more easily, and close it again without fully leaving your place.

Can I still see the page while chatting?

Partly. The overlay obscures most of the page, but you remain anchored in the same place in the Deal Room and can open and close chat much more easily.

Does this change the core purpose of chat?

No. The biggest change is how you access chat and how well it fits into the Deal Room workflow.