Quick Start Guide (Staff)

Who can use this feature?

Staff users

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 and 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 on both desktop and mobile, but is built with security and data privacy in mind. It is built for the professional industry to make communication easy.

Understanding the left menu

Dashboard

Company information, helpful tips and key updates.

Chats

Start and manage conversations with colleagues and clients.

Contacts

View the colleagues and clients in your Client Teams.

Files

Access documents shared across all of your chats.

Meetings

Join or create unlimited video meeting links.

AI

View AI-powered recaps and summaries across your chats.

Signatures

Create templates and request Qwil e-signatures.

Scheduler

Share your availability and let others book time with you.

Broadcast

Send a message or document to all of your clients at once.

Audit

Search through chats in your organisation, depending on permissions.

Send your first message to a contact

Starting a chat thread in Qwil is very similar to email: create a new email, start a chat, add a subject, the chat title, and then add participants.

1. Click on the Create chat icon.
2. Search and select one or more participants.
3. Name the chat.
4. Click Create.
5. Type a message and press send. The text box will increase in size if your message is longer.

Scheduler

The Scheduler works like a built-in meeting booking service. Share your availability with clients or colleagues so they can book time directly with you, no back-and-forth needed.

Add your profile picture

This is the first thing clients will see when you message them, so we highly recommend adding a profile picture to your account.

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 your password.

Inviting Clients

Only administrators can invite new clients. If you wish to invite new clients or you do not see existing clients in Qwil, you should contact your Qwil admin.