Inbox for Client Chat
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Aimee Garneau
It would be great to have one central location to go to that would show us all the client messages and responses, rather than having to click into each of the clients and read messages
Log In
Amanda Aparicio
Merged in a post:
Chat / Comments
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Linda Balser
It would be great to have a better way to see al comments / chats. It's often hard to follow. Maybe also have a flagged for follow up.
Autopilot
Merged in a post:
Client Chats
Amanda Aparicio
Having a consolidated place for client chats. It can be difficult to remember who has ongoing chats and having one area where you can see them would be great.Also, an easier way to add employees to chats than through the individual chat window.
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Samantha Woollett
If the typing box could also be bigger that would really help - find I can often only see 2 or so lines and it's really hard to review a larger message before sending
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Michelle Doherty
Yes! This is so needed so my client's can trust that my team will actually see their messages and respond in a timely manner.
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Shubham Goswami
Agree
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Stéphanie Goudreau
Yes! I agree!
Autopilot
Merged in a post:
Client Chat Functionality
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Jamie Stolfi
I love the Client Chat, but I wish it would update in real time rather than having to refresh the page constantly. For example, yesterday a client and I decided to work together on something - so we thought to use the Client Chat rather than emailing back and forth. But we realized that we would have to keep refreshing the page to see a new message, or wait for an email notification that one of us submitted a new message. The client eventually called me and asked if we could stop communicating in that manner.
If there is a possibility of turning on a feature where this could act like a live chat, that would be amazing and I feel our clients would enjoy it more! Otherwise, I still do like that a client can leave a message there at any time for me to get back to when possible, but maybe the name 'Client Messages' would better suit this function? Thanks so much for your time
Autopilot
Merged in a post:
Pop up Chat
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Jennifer Walsh
I really love the chat feature — it’s a great tool for client communication. However, even though I have all my notifications enabled, I’m not receiving any alerts when a new message comes in. This has led to delays in responses and some frustration from clients who think I’m ignoring them.
It would be incredibly helpful to have a separate, centralized chat bubble or inbox where I can easily see and respond to all messages, rather than having to click into each individual client profile. This would improve visibility and response time significantly.