Let's Chat

Channels, DMs, file sharing and lightweight boards in one place — with AI meeting summaries and follow-up tasks built in.

Connect, chat and plan.

Optivo Feature Tabs

Collaborate in every
DM or Channel

Messaging
+
Fast chat, @mentions, and reactions — without sending email.
File Sharing
+
Drop files and pull them up later in the same channel — no hunting through drives.
Kan-ban Boards
+
Track work in simple boards pinned to the same place you talk about the work.
# general
– General company dis...
💬 Messaging
📄 File
Board
AC
Alice Clark
Hey @David, @Carol — I’ve upl…
DM
David Miller
Nice work, @Alice! I spotted…
CS
Carrol Smith
All good here 👍 Everything e…
AC
Alice Clark
Perfect—let’s jump on a quic…
# general
– Shared docs & assets
💬 Messaging
📄 File
Board
📄 Q4_Client_Status.xlsx NEW
Uploaded by Alice • 2h ago • 142 KB
📄 Engagement_Letter.pdf
Uploaded by David • Yesterday • 356 KB
📄 Payroll_Prep.docx
Uploaded by Carol • Mon • 89 KB
# general
– Team task board
💬 Messaging
📄 File
Board
To Do 3
Prep client review deck
Upload payroll docs
Schedule Q4 kickoff
In Progress 2
Audit follow-ups
Tax questions for Carol
Done 1
Send onboarding docs ✅