> For the complete documentation index, see [llms.txt](https://hubflo.gitbook.io/get-started/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://hubflo.gitbook.io/get-started/more/learn-more-about-the-portal/client-messaging.md).

# Client Messaging

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.

<figure><img src="https://3144867014-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9ew7cBYQ1xKkg1CvUVDc%2Fuploads%2FhtGHhSMoiCOcgifHyfSN%2FCleanShot%202024-03-11%20at%2011.51.36.gif?alt=media&amp;token=3aaea040-40ee-4c01-81f6-a9ff9a48333c" alt="" width="563"><figcaption></figcaption></figure>

***

## <mark style="color:blue;">How does this work?</mark> <a href="#h_f7b0324e36" id="h_f7b0324e36"></a>

Our messaging app is really similar to whatsapp groups.&#x20;

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.&#x20;

Participants can be internal users and/or clients.&#x20;

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

{% hint style="info" %}
Similar to workspaces, Clients will see the chat rooms to which you've added them.&#x20;
{% endhint %}

### <mark style="color:blue;">Should I have only one chat room per client?</mark>

In most cases, we recommend having only one chat room per client to keep things simple.&#x20;

However, if you're working on large projects with some clients with different stakeholders then it would make sens to create different chat rooms.&#x20;

### <mark style="color:blue;">Adding and Removing Participants</mark> <a href="#h_70e30bcc68" id="h_70e30bcc68"></a>

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.

### <mark style="color:blue;">What about notifications for new messages in a chat room.</mark> <a href="#h_1bd7e84e2d" id="h_1bd7e84e2d"></a>

\
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)**

***

<details>

<summary><em>Can clients add participants to a conversation?</em></summary>

No, only the room creator can add participants.

</details>

<details>

<summary><em>Do clients see all the room participants?</em></summary>

No, this information is only visible to internal users.

</details>

<details>

<summary><em>Do participants see the history of messages when added to a room?</em></summary>

Yes, both clients and internal users can see the message history.

</details>

<details>

<summary><em>Can I send images and files in a conversation?</em></summary>

Currently, you can send images. We're excited to announce that support for sending files is coming in early March!

</details>

<details>

<summary><em>Can clients initiate chats directly from their portal?</em></summary>

Absolutely! Once they're a participant in a chat room, they can start chatting with your team.\
They can't create chat rooms.

</details>

<details>

<summary><em>Can I create a chat room with just internal users?</em></summary>

Of course! This can be great for internal coordination and project management.

</details>

<details>

<summary><em>Is there a limit to the number of participants?</em></summary>

No, there's no limit. Feel free to add as many participants as needed.

</details>

<details>

<summary><em>Can I delete a message in a chatroom?</em></summary>

Yes, you'll see a cross icon next to every message.

</details>

<details>

<summary>Can I mute email notifications?</summary>

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&#x20;

</details>

***

### What's on the Horizon? <a href="#h_59650b3e0c" id="h_59650b3e0c"></a>

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)


---

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