Skip to main content

​
Team Messaging

Equa includes built-in team messaging powered by a self-hosted Mattermost instance. Communicate with your organization members in real-time without leaving the platform. Authentication and member management are fully integrated — when you navigate to the Messaging page, you are automatically signed in with no separate account required.

​
Accessing Messaging

  1. Log in to your Equa organization
  2. Click Messaging in the organization navigation menu
  3. On your first visit, your account is automatically provisioned and signed in
The messaging interface loads directly within Equa. Your first visit may take a few seconds while your account is set up. You will see your organization team with its default channels.

​
Default Channels

Every organization starts with these channels:
ChannelPurpose
#generalGeneral team discussion and member join/leave notifications
#announcementsBoard updates and organization-wide announcements
#cap-tableAutomated notifications when shares are issued or transferred
#documentsAutomated notifications when documents are uploaded
#agentInteract with the Equa AI agent for organization-specific queries
In addition, Mattermost provides #town-square and #off-topic channels by default.

​
Using Channels

​
Sending Messages

Type your message in the input box at the bottom of any channel and press Enter. You can:
  • Mention team members with @username
  • Share files by dragging and dropping or clicking the attachment icon
  • Format text with Markdown (bold, italic, code blocks, links)

​
Creating Channels

Organization admins can create additional channels for specific teams or topics. Click the + icon next to the channel list to create a new public or private channel.

​
AI Agent Integration

The #agent channel connects to the Equa AI agent (Equabot). Send a message in this channel to ask questions about your organization:
  • Cap table information (e.g., “What shares have been issued?”)
  • Document status and history
  • Member and role information
  • Organization details
The agent responds with data scoped to your organization — it only has access to information within your workspace.

​
Platform Notifications

Equa automatically posts notifications to relevant channels when platform events occur:
  • Share issuance — Posts to #cap-table with details of the issuance
  • Document uploads — Posts to #documents with the document name
  • Member invitations — Posts to #general when a new member is invited
  • Member joins — Posts to #general when a member joins the organization
  • Admin announcements can be posted to #announcements

​
Member Sync

Team membership is automatically synchronized:
  • When a member is added to your Equa organization, they are automatically added to the messaging team
  • When a member is removed from your organization, they are removed from the messaging team
Organization admins see a Sync Members button on the messaging page to manually trigger a full sync. This is useful if:
  • A member was added before messaging was set up
  • You suspect membership is out of sync
  • You want to verify all members have access

​
Session Management

Your messaging session is managed automatically:
  • A personal access token is created for each session
  • Tokens are periodically validated (every 5 minutes)
  • If your token becomes invalid, the page automatically refreshes your session
  • You can manually retry by clicking the retry button if an error occurs

​
Tips

  • Messages persist across sessions — your conversation history is always available
  • You can use keyboard shortcuts within the messaging interface (press Ctrl/Cmd + / to see all shortcuts)
  • The messaging interface supports threads — click on any message to reply in a thread
  • Use @channel to notify all members of a channel, or @all to notify the entire team