Client Chat
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Melissa Carnes
Default to have all team members assigned to a client be included in the chat automatically.
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Amanda Aparicio
I know it's not the exact same thing, but we DID release an option that lets you control if clients can create new topics or not under
Settings > Company
. If you disable this option, then only internal team members can create new topics, which means you can better control the audience on each topic. Sharing in case that's helpful!Photo Viewer
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Melissa Carnes
Amanda Aparicio Thank you for the update but unfortunately this won't address our issue. I would love to have a bigger conversation about this and other pain points we have with the software if we could set something up. Without certain updates I feel we may have to look at other software.
Amanda Aparicio
Melissa Carnes: I just emailed you!
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Melissa Carnes
This is still a huge pain point for us. Would love to see an update!
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Jasmin Santos
Clients often assume everyone in the chat is actively monitoring the conversation, which can create frustration when responses are delayed. Limiting visibility to assigned staff by default would create a more responsive and professional client experience.
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Stephanie Fagan
I do think there is a design flaw in the client chat. If someone is added to the chat and they are not an account that regularly monitors the client chats, these often go missed which leads to bad client relationships. Also, a lot of clients do not know who to add. I propose that only assigned team members are available for the client chat so it is less confusing.
Autopilot
Merged in a post:
Client Chat
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Elisha Hill
I would like a universal report that shows each time a new client chat is initiated and indicates whether the chat was responded to. similar to the client uploads report.