Connect

Use Connect for team chat and video meetings inside Salestrics. Chat with colleagues in channels or direct messages, start instant or scheduled meetings, share Workspace presentations, and review recordings saved to Drive.

Connect is available on Team and higher paid plans (Solo and Free Forever do not include Connect). See Plans and limits.

Open Connect from the App Launcher, or use these areas:

Area	Path	Purpose
Chat	/connect/chat	Channels and direct messages
Meetings	/connect/meetings	Schedule and start video calls
Recordings	/connect/recordings	Browse saved meeting recordings
History	/connect/history	Past meetings you joined or hosted

Chat with your team

Connect supports:

• Direct messages — private 1:1 chat
• Group channels — team rooms (for example #sales, #support)
• Meeting chat — side conversation during a live call

To send a message:

1. Open Connect → Chat.
2. Pick a person or channel.
3. Type your message and press Enter.

On mobile, tap a channel to open the thread. Use the back control to return to the channel list.

Channel tips

• Name channels by team or topic so new hires know where to post.
• Use @mentions when you need someone's attention (when your workspace enables them).
• Pin important announcements at the top of busy channels.

Start a meeting

1. Open Connect → Meetings.
2. Click Start meeting (or schedule for later).
3. Add a title and choose meeting type:
   • Team-only — workspace members only
   • Guest meeting — external participants via invite link (Scale and Enterprise on plans that allow guests)
4. Share the join link or add attendees from Calendar.

You can also start a meeting from a direct message or attach a Connect meeting to a Workspace Calendar event.

Join a meeting

Teammates

Open the meeting from Connect → Meetings, your Calendar event, or a chat link.

Guests

1. Open the invite link (no Salestrics account required on eligible plans).
2. Enter your display name.
3. Click Join.

Guest access requires a plan that allows external meetings and public links — see plan limits below.

During a meeting

Control	What it does
Camera / mic	Toggle video and audio
Background	Choose a virtual background
Screen share	Share your screen or a Workspace presentation
Participants	Host can admit, mute, or remove participants
Chat	Side channel for links and notes
Timer	Shows remaining time when your plan has a duration cap

The host manages participants and can end the meeting for everyone.

Recordings and AI summaries

When recording is enabled:

• The recording saves to the host's Workspace Drive (uses Drive storage).
• Open Connect → Recordings or the meeting detail page to play it back.
• Sharing follows Drive permissions — confirm who can open the file before distributing.

After the meeting, Salestrics AI may generate a short summary on the meeting record. Open the meeting to read the summary and action items.

Search Connect → History to find meetings by title, date, or participants.

Plan limits

Limits apply per workspace based on your effective plan (including during a paid trial).

Plan	Chat	Meeting type	Max participants	Guests	Max duration
Free Forever / Solo	No	—	—	No	—
Team	Yes	1:1 only	2	No	30 minutes
Growth	Yes	Group (team)	5	No	1 hour
Scale	Yes	Group + guests	50	Yes	2 hours
Enterprise	Yes	Group + guests	100	Yes	No fixed limit

A meeting ends automatically when it hits the duration cap. Upgrade or ask your admin to change plans if you routinely need more people or longer calls.

Calendar integration

1. Open Workspace → Calendar.
2. Create or edit an event.
3. Add a Connect meeting to the event.
4. Invite attendees and save.

Attendees see the meeting on their calendar and can join from the event or Connect.

During a call you can present slides from Workspace → Presentations.

See Workspace for Drive and Calendar details.

Fix common meeting problems

You cannot see Connect

Connect requires Team or a higher paid plan. Check Admin → Billing for your current plan.

The meeting is full

Active participants cannot exceed your plan's max participants. Ask someone to leave, or upgrade to a plan with a higher cap.

A guest cannot join

1. Confirm your plan allows guest and public link meetings (Scale and Enterprise).
2. Verify the host started a guest meeting, not team-only.
3. Send a fresh invite link — old links may expire.

Camera or microphone does not work

1. Allow browser permission for camera and microphone.
2. Close other apps using the same devices.
3. Refresh the page and rejoin.
4. Try a different browser (Chrome and Edge work best).

You cannot find a recording

1. Ask the host to check Workspace → Drive for the recording file.
2. Confirm the host has free Drive space — see Plans and limits.
3. Check meeting settings — recording may not have been started.

Meeting ended unexpectedly

Your plan may have hit the duration limit. Schedule a follow-up or upgrade for longer calls.

Learn more

• Plans and limits — Connect availability by tier
• Workspace — Calendar, Presentations, and Drive storage
• Salestrics AI — meeting summaries
• Troubleshooting — browser and sign-in issues