Who can use this feature?
All users
In the same way you would in a face to face meeting, participants can add users to the chat thread. As a staff member, it is your role to invite the relevant staff to a conversation and also ask them to leave when they are no longer required.
What to expect
All staff can invite other staff by rule to a chat thread. You are also able to search the directory for any other staff member.
Clients have “guest” permissions, this means they will only be able to initiate a conversation with staff from their contact list.
Adding participants to an existing chat gives them access to the chats' history. If you wish to keep your conversation private we recommend you start a new chat. When you add a client to an existing conversation we will display a warning to remind you of this.
To invite a participant to an existing chat (staff only):
On web:
Open the chat where you want to add someone.
On the right-hand side menu click on the Participants icon.
Click on Invite participants
Search and select one or more participants.
Click Invite.
Note: If you invited the wrong person to a chat you can easily revoke their access - just hover over their name in the participant tab.
On mobile:
Open the chat you want to add someone to.
Tap on Details.
Tap on Add participants.
Search and select one or more participants.
Tap Done.