Who can use this feature?
System & User administrators only
At Qwil, we know that no one has time to read long instruction manuals. Tools have to be intuitive for both staff and clients to use, with limited training required. This is why we have summarised everything you need to know in this single pager.
As a user admin, you can invite staff and clients on the platform and will have an extra icon on the left menu called administration. System admins have full control of the organisation including Branding, T&Cs and security settings, and will have an extended administration menu.
What to expect?
Learn how to start a chat and send a document
Learn how to invite staff and clients to Qwil Messenger
Understand menus and where to access your account settings
Why would I use Qwil?
With Qwil you know everyone is who they say they are (as everyone is invited on the platform) and messages are received and read with no risk of interception. Qwil not only replaces encrypted email, the need to access portals but becomes the main communication tool between staff and their clients.
You may be familiar with using WhatsApp in your personal life, Qwil has the same look and feel both on desktop and mobile but built with security and data privacy in mind. Built for the professional industry to make it easy to communicate.
The admin menu
To access the admin menu click on the admin button in your left menu
You will see all the admin functionalities. For now, we are just interested in the top 3: Clients, Staff, and Client Teams.
Invite a staff user
From your desktop, click on the admin menu.
Click on Staff.
Click on Invite a colleague.
Enter their First Name, Last Name, and Job title.
Enter their email address and phone number.
Click Create and the staff will receive an email invite.
To make a staff user User Admin, go to their profile and edit their role.
Invite client users:
A client must belong to a client team (i.e the team of staff that cover those clients) where there is at least one active staff user, otherwise, you will not be able to complete the client invitation. When you invite a client, select the default client team or assign to one you created previously. You can edit client team's members.
As an admin user, navigate to the administration menu and click on Clients.
Click on the Invite a client button.
Fill in the form with name, email and mobile number (can be also set to be optional).
Select one or several Client Teams.
Click Send invitation.
Your invitation will be sent.
Once the client accepts their invitation, the staff users that are in the Client team with them will be able to start chatting.
Send your first message to a contact
Starting a chat thread in Qwil is very similar to how you've been used to with email: create a new email (start a chat), add a subject (Chat title) and then add participants (add user).
Click on create chat icon.
Search and select one or more participants.
Name the chat.
Click Create.
Type a message and press send.
For more information on getting started with new chats click here.
Share a document with a client/colleague
Once a new chat thread has been started there are 2 ways to send attachments from the web app. Either from the paperclip icon next to the message and Select one or more files to send from your computer OR Drag and drop files from your computer directly to the chat window. Click Send. The bottom menu also includes functionality such as e-signature, emojis and AI rewrites.
The chat menu (right)
The right menu when in a chat enables you to edit a title, add or remove participants, search, view documents/pictures, and export the transcript. You are also able to archive chats, use filters, flags and pin a message to organise your inbox.
At any point in a chat participants can be added, allowing for you to invite your colleagues or clients into an existing chat:
Some tips and notes
You can review all your pending invitations by using the filter on your client list.
When you invite a user they will receive a daily email invitation reminder for 30 days with a new link to accept it. Only the latest invitation link will be valid.
Account Settings
From Your Profile dropdown, you are able to navigate to pages where you can edit your profile picture, contact details, set your preferences and change password.
