APPLICATION: Chat is one of the Involves Stage’s features that allows instant messages between the system’s users whether they use the web platform or the App on mobile devices. The system allows you to define to which groups each user can chat, exchange files or send batch messages.
Involves Stage’s chat is the main interaction channel among the system’s users, whether they are the back-office team, managers or field employees. This resource easies the instant interaction, batch messaging as well as files exchanging among the whole team. The possible features on the Chat include:
- Web Access
- App Access
- Batch Message
- Messages’ History
The Chat availability and restrictions for all users can be defined on the Access Profile Details page, specifically on the following fields:
- Access to Chat?: It activates the chat for the employee on both platforms.
- Chat With Other Regionals?: It allows the employee to message their colleagues from other regionals. When its inactive, it’s only possible to chat with colleagues from the same regional.
- Chat only with Employee's Macroregional?: It allows the employee to message colleagues from other teams from the same macroregional.
- Chat only with Superior Hierarchy?: This option allows the employees to chat only with their superiors and don’t between one another.
Project leaders and Supervisors’ users monitor and manage employees and those permissions can be also defined on Access Profile Details on the Access to Message History of all Employees. This option allows the user to access all the messages exchanged between the employees from the same hierarchic level. When it’s active, the access profiles with high hierarchic levels will also have access to their lower hierarchic levels’ messages history.
ACCESS VIA APP
This resource is only available on the Android App. To access it, click on the Chat option on the Menu.
ACCESS VIA WEB
It’s possible to access the chat via web from any page of the system. The access icon is on the page’s top right corner, and when clicking on it a column appears and displays all the available users to chat on this channel.
To start a conversation just click on the employee’s name. A small window will pop on the page’s taskbar that can be Minimized or Closed at any time. The system permits several conversations at once resembling the social media’s concept.
There’s also a field search on the contact’s column highlighting the online users in green and the birthdays with a cake icon next to the user’s name.
When using the Chat via Web, you’ll have the option to send batch messages, sending to several contacts the same message. To do that, access the chat and click on the icon.
On the Batch Message pop-up there are two tabs. In Select Recipients you select which contacts will receive your message.
In Messages you’ll find a field to type your message or attach an image. The system doesn't limit the size of your images, although they should have at most a 3000x3000 pixels resolution. After checking the recipients and the message, you should click on Send.
This function diverges from a group message, because the recipients are not allowed to interact with each other and for messaging again it’s necessary to repeat the whole sending process. It’s possible to compare this resource with an occult copy email, the recipients won’t know if you have messaged other users.
Involves Stage also grants access to the Messages’ History to high hierarchic levels’ Access Profiles. To access the chat records, open the conversation with another user.
On the conversation window, there’s an icon next to the Close button. You’ll be taken to the Messages’ History page. You can also access it through: Menu > Communication and Monitoring > Message’s History
You can search through the tabs My Messages displaying the messages exchanged between your user profile and other employees, or Employee Messages displaying the messages exchanged between other users. To ease your research, consider filtering the date or the employee’s name.
When selecting a conversation, it’s possible to access it and export its records on a XLSX format. Therefore, just click on the download icon besides the employee’s name.
Don’t forget that this resource is only available for Access Profiles with the Access to Message History of all Employees permission.