In-App Conversations, also known as Comments, allow users in Quixy to communicate, collaborate, and share context-specific information directly within application forms.
This feature is particularly valuable in workflows, where multiple actors are involved in sequential decision-making or approvals. Comments streamline communication by eliminating the need for external channels (like email or chat) and keeping the discussion anchored to the relevant record or transaction.
Example
If a Purchase Request requires clarification before approval, the reviewer can leave a comment directly on the form. The requester can respond instantly within the same context—no external communication required.
Quixy provides a multi-level configuration structure for managing comments, ensuring granular control and administrative flexibility.
¶ Hierarchy
Organization Level → Workspace Level → Application Level → Workflow Step Level
Each level provides increasing specificity, allowing admins and CDs to decide where and how comments can be enabled.
At the organization level, Organizational Admins can enable or disable comments globally.
This is useful for organizations with multiple departments, allowing only relevant teams to access in-app conversations.
Note
Even when comments are globally or enabled at workspace level, they must be configured at the application and workflow step levels for users to access them.
CDs or Admins can manage comment availability for the entire application.
Important
Turning off comments at the application level does not erase workflow-level configurations. They remain intact and will automatically reactivate if comments are re-enabled later.
At the most granular level, CDs can manage comments for each workflow step individually.
Once comments are enabled for a step, a Read-Only checkbox appears:
This flexibility allows workflow designers to strike the right balance between visibility and control.