Chat (Web Version)

Chat is a convenient tool for communication between users within a specific planogram. It allows users to quickly discuss work-related issues, clarify product display details, and exchange files, making collaboration more efficient.

Where to find the chat

The chat is available in several places:

• Top service panel: the “Chats” icon next to Notifications.
• On the planogram: click the “Chat” icon on the right-side panel. If there are new messages, an indicator showing their number appears on the icon.
• Control block: when reviewing photo reports, you can click on a manager’s comment and instantly switch to the chat to clarify details.
• Tasks block: a list of chats (for store managers).

Conditions for displaying chats in the Chat tab

For a user with permission to edit a planogram, if the user:

• created or edited a planogram;
• was mentioned in a message or sent a message;
• sent a planogram for execution.

If there are messages in the chat.

For a user with the Store Manager role in the Tasks block, if the user:

• received a planogram for execution;
• was mentioned in a message.

If there are messages in the chat.

Chat list features:

• Search

No need to scroll through the entire list — simply enter the planogram name to quickly find a chat.

• Open chat

One click on a chat opens the conversation.

• Pin / unpin chat

Moves the chat to the top of the list and marks it with a pin icon.

Open planogram chat

• After selecting a chat, the Messages tab opens (the main communication feed).

Sending messages and files

At the bottom of the chat, there is a message input field and buttons for additional actions:

Mentions (@)

Allows you to address a specific user or all managers of the selected store at once.

Attach files (paperclip icon)

You can upload:

• documents (.pdf, .docx, .xlsx, .pptx, .txt)
• images (.jpg, .jpeg, .png, .svg, .webp, .gif, .heic)
• archives (.zip, .rar)
• videos (.mp4, .mov)

Limitations:

• up to 20 files per message
• maximum file size — 100 MB

Message actions

The following actions are available for each message:

• Reply

Creates a reply with a reference to the original message to preserve context.

• Go to planogram

Opens the planogram layout as it was at the moment the message was sent.

Control block

A reviewer can open a manager’s comment and immediately switch to the chat to clarify details directly on the photo report review page.

Notification settings in “Personal Settings”

In Personal Settings, under the Notifications tab, you can manage notifications for chat mentions (@) both in the service and in the PlanoHero Layout app.

For detailed information about the chat in the PlanoHero Layout app, see the article “Chat (PlanoHero Layout)”.

Updated on: 12/02/2026