Home Screen

Click on the chat icon from the home screen

💬 Chat Functionality

• View another person’s inbox: Click to view another person’s inbox (1)(set up by permissions).

• Chat Settings / Out of Office: Click the gear icon(2) to change chat settings or set up out of office for chat.

• Search Bar: Use the search bar(3) to search for a specific chat using the name of the person.

• Start a New Chat: Click the CREATE / pink pencil icon (4) to start a new group or direct chat.

• View Messages: Click the eye or ^ (5) to see or hide all messages.

• Follow-Ups: You can click on the clock icon (6) on a message to remind yourself to follow up on a message at a later time.

⚙️ Types of Chats and Tools

• Scheduled: Schedule posts, announcements, polls, etc., to be posted to a channel.

• Channel:

  • Pre-selected group of staff and/or students.

  • Channels and permissions on who can post are set up by admins.

  • Everyone in the channel can still interact with posts by liking the post, answering the poll, etc.

  • Posted to the home screen on personal feed and news section.

• Direct Chats: One-on-one conversation with a user.

• Departments:

  • All staff users within the department will see the chat (sorted by campus on the next page).

  • Staff can see all chats and reply.

  • Student view looks like a one-on-one conversation with staff in that department.

• Sent: See all previously sent messages.
  
  Aquí está el texto ajustado para tener saltos de línea más lógicos, usando el formato de lista jerárquica para las instrucciones paso a paso, lo cual mejora la claridad y el flujo en inglés:

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  🚀 Creating a New Chat

  1. Click the pink Create / Pencil icon.

  2. Search for name(s) and check the box(es) to add people to the message.

     • PRO TIP: If you are sending a bulk message, use the filter icon to pull a group of staff and/or students. You can use the overlapping checkboxes to select all. From there, you can either leave all checked or remove users from the list if needed.

  3. Once you have made your selection of user(s), you will be prompted with the following options:

     • If you have selected one user, you can either start a direct chat or send the chat via the department chat.

     • If you have selected more than one user, you can either start a group chat (all users will be added to the same chat thread), send a direct message (the same message but sent to each user individually), or send via the department chat.

  4. After you have selected the method of chat, you can compose your message.

     • When sending your message, you can send it as a chat, as well as check the box to send as an email.

       • PRO TIP: Create a template for a message you send often. (ASK FOR MORE DETAILS ON HOW!)

     • Add emojis, attachments, or a link from the media library.

     • COMING SOON: Send as SMS. This will allow us to send the same message three ways in one send! 🎉

  5. Replies will be indicated by a pink bubble next to the person/chat that has a reply.