The Chatter is CubixOne's unified communication panel — present on every record across all modules. It centralises emails, internal notes, scheduled activities, and followers in one persistent sidebar.
The Chatter is a drop-in component. Any module can include it in a record detail page with a single Django template tag. All communication history is automatically scoped to that record, company, and tenant.
What the Chatter does
📧 Email
Send and receive emails linked to the record. Full compose modal with rich text editor, CC/BCC, attachments, templates, and signature.
📝 Notes
Write internal notes visible only to team members. Supports @mentions, rich formatting, and file attachments.
📅 Activities
Schedule calls, meetings, follow-ups, and tasks. Activities appear in the Calendar module and trigger reminders.
👥 Followers
Subscribe team members to a record. Followers receive notifications when emails arrive or activities are scheduled.
💬 WhatsApp Coming soon
Send and receive WhatsApp messages directly from the record. Requires a connected Meta Business account.
The Chatter panel
The Chatter appears on the right side of every record detail page. It has four tabs — Log (combined timeline), Message (email), Note, and Activity.
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Screenshot: Full Chatter Panel
Open a CRM lead (or a contact). Show the full Chatter panel on the right with all four tabs visible at the top (Log · Message · Note · Activity) and at least one email bubble and one note in the timeline. Full page width.
Timeline (Log tab)
The Log tab shows all events in chronological order — incoming and outgoing emails, notes, and completed activities. Each event is displayed as a bubble with sender avatar, timestamp, and content preview.
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Screenshot: Timeline / Log tab
With the Log tab active, show the timeline with at least three bubble types: one incoming email, one internal note, and one completed activity. Use real-looking content in the bubbles.
Where it appears
Module
Records
CRM
Leads / Deals
Contacts
Contacts, Companies
Calendar
Events
Email Setup
Before sending emails from the Chatter, each user must configure their outbound email (SMTP) and optionally set an email signature. This is done once from the user's profile.
Configure outbound email (SMTP)
Each user sends from their own mailbox. CubixOne does not have a shared outbox — emails are sent directly via the user's SMTP credentials and appear in their sent folder.
Go to your Profile → Private tab → Email settings. Fill in your SMTP host, port, username, and password. Use an App Password if your provider requires 2FA (Gmail, Outlook).
Open the user profile (top-right menu → Profile). Click the Private tab. Show the Email Settings section with SMTP Host, Port, Username, Password, From Name, and From Email filled with real or example values. Scroll enough to show the full section.
Field
Example
Notes
SMTP Host
smtp.gmail.com
Your mail provider's SMTP server
Port
587
587 for STARTTLS, 465 for SSL
Username
you@gmail.com
Usually your email address
Password
app-specific password
Use an App Password for Gmail/Outlook with 2FA
From Name
Ana Ferreira
Displayed in the recipient's inbox as the sender name
From Email
ana@empresa.pt
The reply-to address
Email signature
Your signature is written in HTML and automatically appended to every new email you compose. It also appears in replies and forwards, separated by a -- line.
To configure it, go to Profile → Private → Email Signature. You can write raw HTML in the editor and toggle the Preview button to see it rendered.
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Screenshot: Email Signature editor (HTML mode)
On the same profile page, Private tab, scroll to Email Signature. Show the textarea in HTML mode with a sample signature (name, role, company, phone in HTML). The Preview button should be visible at the top-right of the section.
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Screenshot: Email Signature editor (Preview mode)
Same section after clicking Preview. Show the signature rendered with HTML formatting applied. The toggle should now show HTML mode.
Email
Send and receive emails directly from any record. All emails are stored in the record's timeline and synced with your mailbox.
Quick send
Click the Message tab in the Chatter. A compact compose area appears at the bottom. Type your message and click Send. For a basic reply this is the fastest path — no modal required.
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Screenshot: Message tab — quick compose area
With the Message tab active in the Chatter, show the quick compose area at the bottom: To field, body textarea with some text, and Send. The open full editor (pencil) control should be visible next to the To field.
Full compose modal
Click the pencil icon next to the To field, or click Compose, to open the full editor. The modal has:
To, CC, BCC fields
Subject line
Rich text editor (Tiptap) with formatting toolbar
Attach files (up to 10 MB each)
Email Templates picker
Email signature auto-inserted
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Screenshot: Full compose modal — empty state
Click the pencil icon to open the full modal. Show all fields: To (filled with the lead email), CC/BCC toggles, Subject, Tiptap editor with signature inserted, and footer buttons Attach, Templates, Cancel, Send.
Reply
On any incoming email bubble, click Reply. The quick compose area opens pre-filled with:
To — the sender's email address
Subject — Re: <original subject>
Your email signature pre-inserted
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Screenshot: Incoming email bubble with Reply button
Show an incoming email bubble (slightly different background). The bubble footer should show Reply and Forward. If there are attachments, show the attachment affordance as well.
Forward
On any email bubble (incoming or outgoing), click Forward. The full compose modal opens with:
Subject — Fwd: <original subject>
To — empty (you choose the recipient)
Original message quoted below a separator line
Original attachments pre-loaded (removable individually)
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Screenshot: Forward modal — with quoted message and attachment chips
Click Forward on an email that has at least one attachment. Show the modal titled Forward Email, empty To, subject prefixed with Fwd:, quoted original body below the separator, and attachment chips in the footer (at least one file with remove ×).
Email Templates
Templates are pre-written emails configured per module in Settings → Email Templates. In the compose modal, click Templates to open the picker and select one — the subject and body are inserted automatically.
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Screenshot: Templates picker dropdown open
In the compose modal, click Templates in the footer. Show the dropdown open with at least two templates (bold name, subject below in muted colour). If none exist, show the empty state message for this module.
Attachments
Click Attach in the compose footer to add files. Attached files appear as chips — click × to remove one before sending. The server enforces a 10 MB limit per file.
Accepted formats: PDF, Word, Excel, PowerPoint, images (PNG, JPG, GIF, WebP), CSV, ZIP, and EML.
Files are stored server-side under a private token-based path. They are never publicly accessible — downloads require an authenticated session and company membership.
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Screenshot: Compose footer with attachment chips
In the compose modal, add two files with Attach. Show the footer with two attachment chips (truncated name + ×), Attach and Templates on the left, Cancel and Send on the right.
Email bubble — sent
After sending, the email appears immediately in the timeline as a bubble showing: sender name and initials, subject, timestamp, and a collapsible body. Long bodies are collapsed to 180px — click Show more to expand.
Show two outgoing email bubbles (side by side or in sequence): one collapsed with Show more at the bottom, one expanded with full body and Show less. If two are not possible, show a single collapsed bubble with expand.
Notes
Internal notes are visible only to team members — they are never sent externally. Use them to record context, decisions, or any information about the record.
Writing a note
Click the Note tab and type in the editor. Notes support rich text formatting (bold, italic, lists, headings) and file attachments.
@Mentions
Type @ followed by a name to mention a team member. Mentioned users receive a notification and are automatically added as followers of the record.
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Screenshot: Note tab — editor with @mention dropdown
With the Note tab active, show the editor with some text and the @mention dropdown open (after typing @ and letters). The list should show at least two users with avatar or initials and name. Add Note should be visible.
Note bubble in the timeline
Notes appear in the Log tab with a distinct background colour, author avatar, and timestamp. They are clearly marked as internal.
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Screenshot: Note bubble in the Log timeline
On the Log tab, show an internal note bubble with a distinct background from email (often soft amber), author avatar, formatted note content (bold or list if possible), and timestamp.
Activities
Activities are scheduled tasks linked to a record — calls, meetings, demos, follow-ups, emails, and more. They appear both in the Chatter timeline and in the Calendar module.
Scheduling an activity
Click the Activity tab and fill in:
Field
Description
Activity Type
Call, Meeting, Demo, Follow-up, Email, Task — or custom types
Title
What needs to be done
Due Date
When the activity must be completed
Assigned To
The team member responsible
Notes
Optional additional context
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Screenshot: Activity tab — schedule form
With the Activity tab active, show the scheduling form with all fields: activity type dropdown (e.g. Call selected), Title filled, Due Date set, Assigned To set to a user, and Schedule. An activity template selected is a plus.
Activity bubble — pending
Scheduled activities appear in the Log tab with the due date, assigned user, and type icon. Overdue activities are highlighted in red.
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Screenshot: Activity bubble — pending (with due date)
On the Log tab, show a pending activity bubble: type icon, title, due date, assignee, and Complete and Cancel in the footer. Prefer an activity due today or overdue (highlighted in red).
Completing an activity
Click Complete on the activity bubble. A modal opens asking for a completion note. After confirming, the activity moves to the done state and stays visible in the timeline as completed.
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Screenshot: Activity complete modal
Click Complete on a pending activity. Show the completion modal with a completion note filled in and Cancel and Mark as Done buttons.
Followers
Followers are team members subscribed to a record. They receive notifications when new emails arrive, notes are added, or activities are scheduled.
Managing followers
At the bottom of the Chatter panel, there is a Followers section. Click + Add to search for team members and add them. Click the × on an avatar to remove a follower.
The record owner and any mentioned users are automatically added as followers.
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Screenshot: Followers section — with followers and search open
Scroll to the Followers section at the bottom of the Chatter. Show two or three follower avatars with names. The + Add search field should be visible; ideally open it to show user search results.
Notifications
Followers receive in-app notifications (bell icon in the topbar) for the following events:
Event
Notification type
Incoming email received
In-app notification + badge
New internal note with @mention
In-app notification
Activity assigned to you
In-app notification
Activity due today
In-app notification (daily)
Following a record is the CubixOne equivalent of "watching" a deal in HubSpot or "starring" a record in Salesforce. It ensures no communication is missed without having to be the assigned owner.
WhatsApp
Coming soon
Send and receive WhatsApp messages directly from any record, with the full conversation history linked to that contact or deal.
This feature is not yet fully implemented. The tab is visible in the Chatter panel but message sending and history are pending the Meta Business API integration. This page will be updated when the feature ships.
What's planned
Send messages
Compose and send WhatsApp messages to contacts directly from the record, without leaving CubixOne.
Conversation history
All messages are stored in the record timeline alongside emails and notes, giving full communication context.
Inbound messages
Receive replies from customers. Incoming messages trigger in-app notifications and are routed to the correct record.
Meta Business Account
Requires a connected Meta Business Account with a verified WhatsApp number. Configured per company in Settings.
Requirements
Requirement
Details
Meta Business Account
Verified and approved by Meta
WhatsApp Business Phone Number
A dedicated number registered in Meta Business Suite
Meta App credentials
App ID + App Secret configured in CubixOne Settings → Integrations
Contact phone number
The contact record must have a valid mobile number in international format (+351 912 345 678)
