Client Portal 2-way Communication within the App

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1

Hi all :wave:,

Has anyone found a way to have 2-way communication within the app between ourselves and the client?

We use ClickUp as a data source and the comments block doesn’t work with ClickUp. I’ve built a workaround but it’s clunky - comments are listed in a table and email notifications are sent from ClickUp to alert us/the client.

It’s not ideal though as the comments aren’t threaded and we want to get away from email notifications and work completely within the app.

I think we need push notifications :thinking:

Any ideas would be greatly appreciated :slight_smile:

Thank you
Grainne

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2

Hi, did you ever get this working?

3

Hi @seaislandcreative,

No, we never got it working.

The old comments block doesn’t work with ClickUp as a data source (I don’t know about any other data sources).

They have introduced a New Comments block - it’s very good BUT the notifications don’t work for us for our use case (you can see more about it on this thread - Big upgrade: Comments just got a whole lot better) so it isn’t useable for us in its current format. They are currently working on the notifications feature but I don’t know how long this will be.

In the meantime (because we ran out of time with our clients), we invested in Intercom as a chat feature, it’s excellent and does what we need.

Hopefully the New Comments block will have an improved notifications feature in the future and then 2-way communication will be possible :pray:

Hope that helps :slightly_smiling_face:

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Thank you so much! Glad to see someone else using ClickUp as a data source. I saw that you started using Intercom. Does that sync with ClickUp?

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Yes, I don’t think there are many of us in here that use ClickUp as a data source :wink:

Intercom doesn’t sync with ClickUp but it does link to it - you can attach a chat conversation to a task OR create a new task from it. It adds it into ClickUp as a comment with a link back to Intercom so you can keep a track of everything easily.

The downside to Intercom is there isn’t a free version (there is a free trial) but I didn’t find it any more expensive than any other chat - you pay per seat. I tried pretty much all the chat options :thinking: and Intercom was the only one that didn’t have any branding on the lowest plan (although it does have small branding on the email notifications), it was really easy to configure, the support is excellent, it also comes with an ai agent (we don’t use this at the moment).

Hope that helps :slightly_smiling_face: