Using Qwil for users

Start a chat, share content and more.

Broadcast messages

  • Broadcast across organizations (coming soon)
  • Broadcast a message
  • Banners - Announcements

    • Document requests

    Send and complete a request for documents externally

  • Document request (coming soon)

    • Qwil AI

    User the power of AI to save time

  • Qwil AI (Recap and rewrite)

    • Qwil Scheduler

    Qwil Scheduler connects to your calendar to automate scheduling with real-time availability.

  • Remove Scheduler from your Qwil Profile
  • Create a New Event Type in Qwil Scheduler
  • Share a Public Scheduler Booking Link
  • Change the Event on my Qwil Profile
  • Set up Qwil Scheduler
  • How to connect your Google Calendar to Qwil Scheduler
  • How to connect your Office 365 or Outlook Calendar to Qwil Scheduler
  • Qwil Scheduler

    • Guide to using Qwil

  • Seven things to know about chat in Qwil Messenger
  • What's new? Coming soon?
  • Qwil Dashboards

    • Start a chat and share

  • Send documents & attachments from mobile
  • I am client, who is in my contact list?
  • Convert a .doc file to PDF
  • Start a staff-only chat
  • How do I send messages?
  • Format your messages
  • Send documents and attachments from Desktop App or browser
  • Start a new a chat thread
  • Scan a document to send in Qwil
  • I am staff user, who is in my contact list?

    • Video Calls (Qwil Meet)

  • Record a meeting
  • Open a meeting in any browser
  • Join a call as guest
  • Video and audio calls (Qwil Meet)
  • Guest meetings: Connect beyond boundaries
  • Schedule a meeting (Qwil Meet)

    • Qwil Signature

  • Sign document from email (Guest signature)
  • Qwil Signatures - Errors and what they mean
  • Signatures around the World. Our Q&A
  • Signature Witnessing
  • Send e-signature request
  • About Qwil Signature
  • Create signature template (edit a document for signature)
  • Guest Signatures: Sending signature request via email (externally)
  • Sign a document (in Qwil chat)
  • Multi-party signing (3 signers)

    • Biometric request approvals

  • Approve a biometric approval request
  • Create a biometric approval request

    • Manage & coordinate chats

    Manage participants, rename, mute and export chats.

  • Leave a chat
  • Uninvite and revoke chat participants
  • External chats (inviting external staff users)
  • Shadow Assistant - view only staff (coming soon)
  • Add participants to existing chat
  • Copy a message
  • Assign a chat
  • Rename a chat
  • Archive a chat
  • Copy a message link
  • Mute a chat
  • Delete a message
  • Jump to date
  • Team-Based Servicing in action
  • Reply to a message

    • Search & log functions

    Search chats, see history and download transcript

  • Export a chat transcript
  • Using Data reviewer to search (Compliance)
  • Email notifications
  • Read receipts and message history
  • Search within a chat
  • Search chats
  • File Manager

    • Manage my Qwil Account & Profiles

    Manage your security credentials to access Qwil & profile at each organisation

  • Change profile picture
  • Change my account email
  • Understanding your Qwil profiles
  • Edit my public contact information (changing phone & email)
  • Change my password
  • Understanding emails and phone numbers
  • Keyboard settings
  • Merge my Qwil accounts
  • How do I change my availability (out of office)?
  • Change my account phone number (to receive SMS codes)
  • Understanding your Qwil account
  • Create or update my username
  • How can I delete my account?

    • Manage my devices

  • List my active browsers
  • I'm using a public or shared machine (Don't remember username on device)
  • Receive push notifications on your device
  • Remove devices
  • Add devices
  • Sign out of Qwil (log out) and why you don't need to!
  • Sign in to Qwil

    • Advanced features

  • Customise date formats in Qwil Messenger

    • Tips and Tricks

    A few tips to make sure Qwil is used and messages are read

  • Use Qwil Messenger with your remote team
  • How to bring clients back to Qwil (Pasting Qwil message link to the email or WhatsApp)
  • Tips to make sure chats are seen and read
  • Tips for using Qwil with clients or partners
  • Recommend Qwil Messenger
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