Live collaboration

The dashboard is live by default: sends, opens, clicks, replies, new mail, contact changes, automation runs, meetings, and audit entries appear the moment they happen, for everyone, without a refresh. A presence layer on top shows who is online and what they are working on.

The header shows an avatar stack of everyone with the dashboard open. Hover for each person's name and where they are ("in unibox", "editing"). Click a teammate to jump straight to their page, which is the fastest way to join someone.

Anywhere a record opens, Warmbly shows when a teammate has it too:

Indicators are workspace-scoped. Teammates see only your name, avatar, current page, and open record.

• Campaign sends update progress, the leads list, and analytics for every viewer as the worker sends.
• Opens, clicks, and replies pulse into stats and the activity feed. Out-of-office and other automated replies never count as replies.
• New mail appears in every member's unibox as it syncs, respecting inbox permissions.
• Contact imports, edits, and deletes refresh contacts views for the whole team.
• Mailbox health transitions (a warmup quarantine, say) flip status badges live.
• The CRM is live end to end: moving a deal, ticking a task, or editing pipeline stages shows up immediately, and a deal being dragged carries a colored ring so you know it is in motion.
• Mailbox tags, labels and campaign folders each have their own shared set per workspace, so a label anyone creates appears in everybody's pickers and chips as they make it.
• The audit log streams new entries, so the activity trail is itself a live feed.

Events are permission-aware: a member without inbox access never receives unibox events, and billing events reach only those who can manage billing. See Team roles.

A member restricted to selected resources receives only events about what they were granted: new mail in their mailboxes, and activity on their campaigns. They are not part of presence or live cursors, in either direction: they do not appear online, and they do not see who else is or what teammates are viewing.

A dot in the header reports the live connection: green Live when it is healthy, amber Slow connection or red Poor connection when heartbeats are taking longer than they should, amber Reconnecting... while it retries, and red Disconnected when it is down. The reading comes from the measured round trip to the realtime service, so amber means your connection genuinely is slow rather than merely busy.

Stored data still catches up while it is down. Warmbly refreshes counts and lists on a slower cycle, and on reconnect it refetches everything that could have drifted. The events themselves are never replayed, so live-only signals such as presence and cursors resume from wherever things stand rather than backfilling what you missed. On a self-hosted install a permanently disconnected dot usually means the realtime service is not running; see troubleshooting.

On a shared page you see each other's cursors move, tagged with avatar and name, across the contacts table, deal board, unibox, settings, and everywhere else. On app-scrolling pages the cursor tracks content as either person scrolls.

Press / to chat from your cursor: an input opens at your pointer and what you type appears live in a colored bubble beside your cursor on teammates' screens, exactly where you are pointing. Enter sends (it lingers a few seconds, then fades), Escape dismisses. It is built for spatial remarks that do not deserve a thread: "this one?", "typo here".

Chat respects record permissions, enforced by the realtime service like the rest of the stream.

The automation builder and sequence editor are shared canvases. You see teammates' cursors and what each person has selected, outlined in their cursor color with their name, so "the step I have selected" is visible rather than described. Cursor chat works here too.

Both lay themselves out from the flow's structure, so everyone sees the same picture without arranging anything.

An admin controls this under Settings > Workspace > Team presence with two independent toggles:

• Show who's online turns the avatar stack and online indicators on or off workspace-wide.
• Show activity keeps online status but hides what each person is doing, so no "viewing" or "editing" detail is shared.

The realtime service enforces both, so a hidden signal is never sent, not merely hidden in the interface. Changes apply immediately with no reload, and editing them needs the Manage settings permission. With "show activity" off, cursors and selections are not shared either.

The same stream, including presence events, is available over a WebSocket. See the Realtime WebSocket reference.