💬Chat with clients

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 that lives inside the client portal.

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How does this work?

Our messaging app is really similar to whatsapp groups.

Basically, you can create what we call "chat rooms" (equivalent of whatsapp groups). A chat room has a name (usually the client name) and participants.

Participants can be internal users and/or clients.

By default, if you create a chat room, you'll be added to the room. You can add or remove participants at any moment

Similar to workspaces, Clients will see the chat rooms to which you've added them.

Should I have only one chat room per client?

In most cases, we recommend having only one chat room per client to keep things simple.

However, if you're working on large projects with some clients with different stakeholders then it would make sens to create different chat rooms.

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.

What about notifications for new messages in a chat room.

Both clients and internal users receive email notifications every 30 minutes for unread messages.

They can reply in the client portal or simply by replying to the email (this will log the message in the chat room)

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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.

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. They can't create 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'll see a cross icon next to every message.

Can I mute email 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. To do so, head to settings > my profile > scroll

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What's on the Horizon?

We're always looking to enhance your experience. Here are some features you can look forward to:

• Search functionality for chat rooms and messages

• Ability to share files

• Archive functionality for chat rooms

• Create a chat room for client announcements (read-only for clients)