The Internal Chat feature, available within the Conversations module, aims to enhance team collaboration by enabling private, real-time discussions among team members without involving customers. Whether it’s coordinating responses, reviewing customer queries, or simply sharing internal updates, Internal Chat ensures that everything stays organized in one place.
Key Features and Benefits:
Private Communication: Internal Chat allows your team to communicate privately within the Conversations module. This ensures that discussions between team members remain separate from customer conversations, preserving confidentiality.
Seamless Collaboration: You can collaborate in real-time with your team members, ensuring quicker decisions and smoother communication, all within the same platform where customer interactions happen.
Attachments and Emojis: Enhance communication by sharing text, emojis, and attachments, making team discussions more dynamic and expressive.
Search and Organization: Internal chats are easy to organize and find with the option to add a subject, search by subject, participant names, or the last message text. This ensures that you can quickly locate any previous conversation when needed.
Add Team Members: You can add more team members to existing internal chats, ensuring everyone is on the same page. Plus, you can choose whether they should have access to past messages, maintaining control over your chat history.
How to Use:
Starting an Internal Chat:
1. Open the Conversations Module: Navigate to the Conversations section within Progreda.
2. Select Internal Chat: Click on "New" and choose "Internal Chat" as the conversation type.
3. Add Participants: Select the team members you want to add to the chat.
4. Start the Chat: Once selected, click "Start Chat" to initiate the conversation.
5. Send Messages: You can send text, emojis, and attachments to make your discussions more engaging and informative.
Managing the Chat:
1. Add a Subject: Click the edit icon in the top-center panel to add a subject. This helps with searching and organizing chats.
2. Search Internal Chats: Use the subject, participant names, or the last message text to find specific chats easily.
3. Add More Team Members: Click "Add Users" in the right panel to invite additional team members to the chat.
4. Access to History: Decide whether the new users should have access to previous chat history. Once added, users cannot be removed from the chat.
Pro Tips:
Use Subjects for Organization: Always add a subject to your internal chats. This makes it easier to find specific conversations later and helps with better organization across your team.
Limit Access to Chat History: When adding new team members to a chat, carefully decide if they should see past messages. This ensures sensitive information stays protected when necessary.
Turn on Notifications: Stay updated by ensuring your notifications for internal chats are enabled, so no important messages slip through.
FAQ:
1. How do I start an internal chat with my team?
Simply navigate to the Conversations module, click on "New," select "Internal Chat," and add the team members you want to communicate with. Start chatting instantly.
2. Can I add more people to an ongoing internal chat?
Yes, you can add more team members to an ongoing internal chat. However, once added, users cannot be removed from the chat.
3. How do I search for an internal chat?
You can search for internal chats by subject, participant names, or the last message text, making it easy to find relevant conversations quickly.
4. Will new participants be able to see previous chat history?
You have the option to grant new participants access to the previous chat history. Make sure to choose the appropriate setting when adding new members.
5. Is Internal Chat secure for sensitive information?
Yes, Internal Chat is designed to keep your team communications private. However, ensure you manage access to past chat history appropriately when adding new participants to maintain privacy.