Create a new chat
Expensify Chat is an instant messaging system that helps you converse with people both inside and outside of your workspace about payments, company updates, and more. Expensify Chats are held in private chats, groups, and rooms.
- Private chats: Private conversations for 1-on-1 chats
- Groups: Private conversations for 2+ participants
- Rooms: Public conversations that are available for all members of your workspace
Start a private 1-on-1 chat
You cannot add more people to a private chat. If later you wish to add more people to the conversation, you’ll need to create a group chat.
- Click the + button in the bottom left menu and select Start Chat.
- Enter the name, email, or phone number for the person you want to chat with and click their name to start a new chat with them.
- Tap the + button in the bottom menu and select Start Chat.
- Enter the name, email, or phone number for the person you want to chat with and tap their name to start a new chat with them.
Start a group chat
- Click the + button in the bottom left menu and select Start Chat.
- Enter the name, email, or phone number for the person you want to chat with and click Add to group. Repeat this step until all desired participants are added. Note: Group participants are listed with a green checkmark.
- Click Next.
- Update the group image or name.
- Name: Click Group Name and enter a new name. Then click Save.
- Image: Click the profile image and select Upload Image. Then choose a new image from your computer files and select the desired image zoom.
- Click Start group.
- Tap the + button in the bottom menu and select Start Chat.
- Enter the name, email, or phone number for the person you want to chat with and tap Add to group. Repeat this step until all desired participants are added. Note: Group participants are listed with a green checkmark.
- Tap Next (or Create chat if you add only one person to the group).
- Update the group image or name.
- Name: Tap Group Name and enter a new name. Then tap Save.
- Image: Tap the profile image and select Upload Image. Then choose a new image from your photos and select the desired image zoom.
- Tap Start group.
Start a chat room
- Click the + button in the bottom left menu and select Start Chat.
- Click the #Room tab at the top.
- Enter a name for the room. Note: It cannot be the same as another room in the Workspace.
- (Optional) Add a description of the room.
- Click Workspace to select the workspace for the room.
- Click Who can post to determine if all members can post or only Admins.
- Click Visibility to determine who can find the room.
- Public: Anyone can find the room (perfect for conferences).
- Private: Only people explicitly invited can find the room.
- Workspace: Only workspace members can find the room.
Anyone, including non-Workspace Members, can be invited to a private or restricted room.
- Click Create room.
- Tap the + button in the bottom menu and select Start Chat.
- Tap the #Room tab at the top.
- Enter a name for the room. Note: It cannot be the same as another room in the Workspace.
- (Optional) Add a description of the room.
- Tap Workspace to select the workspace for the room.
- Tap Who can post to determine if all members can post or only Admins.
- Tap Visibility to determine who can find the room.
- Public: Anyone can find the room (perfect for conferences).
- Private: Only people explicitly invited can find the room.
- Workspace: Only workspace members can find the room.
Anyone, including non-Workspace Members, can be invited to a private or restricted room.
- Tap Create room.
FAQs
What’s the difference between a private 1-on-1 chat and a group chat with only 2 people? With a group chat, you can add additional people to the chat at any time. But you cannot add additional people to a private 1-on-1 chat.
