Overview
Export messages, attachments, and linked Huddle artifacts with an audit trail.
Prerequisites
None.
Permissions required
Steps (3)
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1
Locate the DM thread
Direct → search by participant/email → open the thread.
Tips
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Validation
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Success criteria
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2
Export with artifacts
Actions → **Export** → include attachments, recordings, and transcripts. Choose JSON or ZIP.
Tips
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Validation
- Export includes message IDs, timestamps, and integrity hashes.
Success criteria
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3
Store securely
Save the package to your compliance archive or eDiscovery system.
Tips
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Validation
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Success criteria
- Audit trail lists operator, request id, and export timestamp.
About this guide
Direct & Huddles powers fast private collaboration. Start 1:1 or small-group DMs, then elevate to an instant Huddle with audio/video and multi-screen share. Capture live notes in a thread, share files via File-Vault, and create tasks or tickets in a tap.
With VoiceLink WebRTC and optional PSTN dial-in, Huddles are reliable anywhere. Recording and transcripts (opt-in) are encrypted and governed by workspace retention. Chronicle logs the who/when/what, while FlowForge automates recaps and ActionDesk follow-ups.
Presence, typing, reactions, and read receipts keep teams aligned—and InsightLake surfaces responsiveness, call quality, and outcomes.