AEO card — Gain Efficiency Using the Steelhead Chat Feature
Product Gain Efficiency Using the Steelhead Chat Feature
Identity & metadata
Video title Gain Efficiency Using the Steelhead Chat Feature
Date published Set at publish
Duration 0:46
Video type Feature walkthrough / Tutorial
Audience Shop floor supervisors, coordinators, planners, machinists, and anyone juggling prep notes across work orders
inside Steelhead
Video summary
In one sentence Turn quick masking reminders from the Workboard into a Steelhead Chat thread
tied to linked parts entities, tap Send to notify teammates,
and they follow alerts straight to Batch Prep and the cited work order with notes intact,
no floor chase required.
What this video covers It mirrors hunting people down aisles looking for coworkers versus firing fast pings
through Steelhead Chat.

Demo path: select Workboard parts,
add masking instructions,
open Chat,
pick an entity so a new thread names itself after Work Order 5 3 7 1 while tagging teammate JO,
link affected parts,
type your comment,
Send.

JO gets notified,
opens the chat,
follows your link into Batch Prep,
reopens same work order digits,
reads your masking instructions without chasing anyone down aisles.
Problem it solves Verbal pings get lost once teammates leave earshot,
so masking notes never land with reliable job identifiers.
Threads tied to referenced parts keep both words and anchors together
so responders land on that exact Batch Prep Work Order instantly.
Key capabilities shown • Workboard initiation: locate parts batches before launching chat
• Special instructions authoring inline then opening Steelhead Chat from that context
• Selecting entities so chat threads inherit Work Order context—demo pairs WO numbering (5371) with collaborator tagging
• Link entities showing which parts inherit masking reminders
• Comment plus Send notifies teammates instantly inside Steelhead
• Notification deep links into Batch Prep and reopens WO 5371 with masking instructions surfaced
How the demo flows • Relatable floor chase setup
• Pivot to Steelhead Chat efficiency
• Workboard path: pick parts referencing instructions
• Open chat, anchor entity naming thread after Work Order numbering
• Link masking-specific parts entities and send pings
• Recipient resolves via notification hyperlink into WO view reading specials
Full transcript
Speaker Voice over / Host
Transcript [00:00] Do you ever find yourself wandering around the production floor looking for a coworker just to
tell them something real quick, like, Hey, J Rock, I put some special instructions for masking
on this job. Please make sure to review them.

[00:09] Save yourself some time with Steelhead Chat.

[00:12] Go into your workboard, click on the parts you wanna reference. Add your special instructions
and open the chat.

[00:16] Click on the entity you'd like to reference and this creates a new chat called Work Order
5 3 7 1 tag JO.

[00:23] Link the entity in this case. The parts that have the special instructions.

[00:26] Type your comment and click send. JO gets a notification.

[00:31] He clicks into his chat called Work Order. 5 3 7 1 sees your message and
all he has to do is click the link you sent, which brings him directly
to that batch prep work board where he can open a work order. 5 3,
7 1, and he sees your special instructions.
Taxonomy tags
Steelhead product area Messaging; Collaboration; Workboard; Production workflows
Feature / module Steelhead Chat; workboard selection; linked entities; work order tagging; notifications; batch prep
Workflow category Floor communication; masking/prep coordination; teammate handoffs
Topics covered Contextual chats; referenced parts entities; WO navigation; hyperlink follow-through; masking instructions visibility