We're excited to introduce the Client Messaging Module, a game-changer in how you connect with your clients and team. 🎉
This feature is designed not just to facilitate communication but to transform it into a seamless, integrated experience. By streamlining conversations, you and your clients gain a consolidated view of all interactions, ensuring nothing gets lost in the shuffle.
For your clients, the messaging module is a powerful tool right inside their portals, enabling them to reach out, share, and collaborate with unprecedented ease.
1) Getting Started - How do I create a new chat room?
It's easy! Just head to the chat module, click to create a new room, name it (ideally after the client for easy reference), and then add participants by clicking at the top right. You can add both internal users and clients as participants.
2) Adding and Removing Participants
To add participants:
1. Ensure your clients have an active account on your client portal. Or create a portal and invite them.
2. Once they've activated their account, you can add them to a chat room as participants.
3) Who can view and send messages in a chat room?
Only participants of the chat room can view and send messages.
Can clients add participants to a conversation?
No, only the room creator can add participants.
Do clients see all the room participants?
No, this information is only visible to internal users.
Do participants see the history of messages when added to a room?
Yes, both clients and internal users can see the message history.
📩 Notification Mechanics: Clients get notified by email about new messages if they haven't been read, with a link to the chat room. Both clients and internal users receive email notifications every 30 minutes for unread messages.
4) Messaging Features
Can I send images and files in a conversation?
Currently, you can send images. We're excited to announce that support for sending files is coming in early March!
Can clients initiate chats directly from their portal?
Absolutely! Once they're a participant in a chat room, they can start chatting with your team.
5) Managing Chat Rooms
Can I create a chat room with just internal users?
Of course! This can be great for internal coordination and project management.
Is there a limit to the number of participants?
No, there's no limit. Feel free to add as many participants as needed.
Can I delete a message in a chatroom?
Yes, you have full control over your messages.
A Few More Details
Notifications: At this moment, you can only mute all email notifications in your settings. We're working on enabling you to mute specific chat rooms soon.
Viewing Conversations: Clients will see all the chat rooms they've been added to in their portal, while internal users can see all conversations they've initiated or been added to.
What's on the Horizon?
We're always looking to enhance your experience. Here are some features you can look forward to:
Reply to messages via email
Search functionality for chat rooms and messages
Ability to share files
Linking a chat room to a specific portal
Automatic invitation for clients to chat rooms
Read receipts to see if a client has read a message
Archive functionality for chat rooms