Who can use this feature?
Staff users 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.
What to expect?
Understand menus
Learn how to start a chat and send a document
Access your account settings
Invite a client
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 to access your Dashboard (Company information and tips) Chats, your Contacts, File manager (includes all documents shared across all chats), Meetings (video), AI (for recaps across all your chats), Signatures (by email and to create template), Scheduler (Calendly equivalent) and the Broadcast message (send a message and document to all your clients). The contact list includes colleagues and the clients you are responsible for.
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. The text box will increase in size if you message is longer.
At any point in a chat participants can be added, allowing for you to invite your colleagues or clients into an existing chat:
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.
Inviting Clients
Only administrators can invite new clients, if you wish to invite new clients you should contact your Qwil admin.