Realtime Collaboration

SurfSense supports realtime collaboration so your team can work together on shared Search Spaces and chats. This guide walks you through the full setup.

Step 1: Invite Members

Go to the Manage Members page in your Search Space and create an invite for your teammates.

Step 2: Teammate Joins

Your teammate accepts the invite and the Search Space becomes shared between you.

Step 3: Make Chat Shared

Toggle any chat to Shared so your team can see and participate in it.

Step 4: Chat in Realtime

Your team can now chat together in realtime. Messages appear instantly for all participants.

Step 5: Add Comments

Tag teammates by adding comments on any message. Great for reviews, feedback, or follow-ups.