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January 2024

What's New in Podium: Seamless Team Collaboration in Podium with Mentions

At Podium, we’re always looking for ways to improve how teams work together to deliver exceptional customer experiences. We know that effective communication between coworkers is just as important as the conversations you have with your customers. That’s why we’re thrilled to introduce our newest feature: Mentions.
Mentions is designed to make team collaboration within Podium effortless and efficient. Have you ever needed to loop a coworker into a conversation but didn’t have an easy way to do so? Whether you’re handing off a conversation or seeking help with a tricky situation, Mentions has you covered—all without ever leaving Podium.
<h3>How It Works</h3>
Using Mentions is simple:
<ol>
<li>When you’re in a conversation, click the note icon in the text field.</li>
<li>This opens the internal note modal- use the @ symbol to tag a specific coworker—for example, @Abby.</li>
<li>Add your message, and hit save.</li>
<li>You’ll see the note show up in the conversation history, but only visible to your team members in Podium.</li>
</ol>
Once tagged, your coworker will see a badge notification in the new Mentions section of their inbox. When they click into it, they’ll find the note you’ve tagged them in, complete with all the context they need to take action. Once the mention has been taken care of, hovering over the item in the mention list will show a checkmark and allow you to mark it as completed.
<h3>Why Teams Love Mentions</h3>
Here are just a few ways your team can start using Mentions to supercharge collaboration:
<ul>
<li>Smooth Hand-offs: Provide the right context when transferring a conversation to another team member.</li>
<li>Quick Assistance: Loop in a coworker for help without losing momentum.</li>
<li>Real-Time Training: Tag team members in examples of real-life scenarios to help them learn on the go.</li>
<li>Timely Follow-ups: Remind coworkers about conversations that need their attention.</li>
</ul>
<h3>All in One Place</h3>
The best part? All of this happens directly in Podium. No more juggling multiple tools to manage internal communication. With Mentions, your team stays connected and focused where it matters most—right alongside your customer conversations.
<h3>Try Mentions Today</h3>
Ready to take your team’s collaboration to the next level? Try Mentions now by clicking the note icon in the text field, adding an internal note, and tagging a coworker using the @ symbol. It’s that easy!
And don’t worry—internal notes are private to your team. Your customers will never see them, so you can communicate openly and effectively.
We can’t wait for you to integrate Mentions into your workflow and see how it transforms your team’s productivity.

With Mentions, your team stays connected and focused where it matters most—right alongside your customer conversations.

What's New in Podium: Introducing Mentions: Seamless Team Collaboration in Podium

What's New in Podium: Introducing Mentions: Seamless Team Collaboration in Podium - Podium