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Channels, DMs, file sharing and lightweight boards in one place — with AI meeting summaries and follow-up tasks built in.
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Optivo Feature Tabs
Collaborate in every
DM or Channel
💬
Messaging
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Fast chat, @mentions, and reactions — without sending email.
📄
File Sharing
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Drop files and pull them up later in the same channel — no hunting through drives.
▦
Kan-ban Boards
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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 ✅