Who can use this feature?
Clients
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 into this single pager.
What to expect?
Understand menus and where to access your account settings
Learn how to start a chat and send a document
Recommendations
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.
Understanding the left menu
Go to the left menu on desktop (or your browser) to access your Dashboard (you can see Company news and information and tips), Chats (conversations you have with your staff representatives), Contacts and Files (all documents shared across all the chats can be viewed here). The contact list includes staff you are connected to and is defined by the organisation. If a Staff member is not in your contact book, simply as the Company to add them to the Client Team.
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.
Share a document with a contact
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 chat menu (right)
The right menu when in a chat enables you to see participant details, search, view documents/pictures and export the transcript.
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.
Recommendations
We recommend you download the desktop for easy access as well as the mobile app. The mobile app can be found in the appstore and enables secure access directly from your phone.