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Channels — Team & Project Messaging with Threads, Files, and Guardrails | Velaxe

Channels

Migrate a team from email or legacy chat to Channels

Plan the channel map, import archives, set policies, and run a two-week pilot.

30 min Advanced Admin, IT, Team Leads Updated Aug 2, 2025
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Overview

Plan the channel map, import archives, set policies, and run a two-week pilot.

Prerequisites

None.

Permissions required

Channels.manage Imports.create

Downloads & Templates

Channel map template

Template

Pilot communications pack

Template

Steps (3)

Estimated: 30 min
  1. 1

    Design the channel map

    Lead/Admin 8 min Back to top

    Group by team/project; apply naming policy and owners.

    Tips

    —

    Validation

    —

    Success criteria

    —

  2. 2

    Import history (optional)

    IT 8 min Back to top

    Use **Imports → Messages** to ingest archives into read-only channels.

    Tips

    —

    Validation

    —

    Success criteria

    —

  3. 3

    Run the pilot

    Lead 14 min Back to top

    Enable moderation/DLP, set SLAs, add Canvas runbooks; review analytics after 2 weeks.

    Tips

    —

    Validation

    —

    Success criteria

    • Pilot teams adopt threads; email volume drops ≥ 30%.

About this guide

Channels keeps work visible and searchable. Use public or private rooms, keep side conversations contained in threads, and attach files through File-Vault with previews and expiring links. Pin a living Canvas to each channel for runbooks or briefs.

With one click, convert an important thread into an Agent Desk ticket, route tasks into ActionDesk, and log every key moment to Chronicle. Moderation, DLP, retention and legal hold are workspace-level guardrails. Optional AI summaries help teams catch up quickly.