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Getting Started with TeamChat

Tue, 04 Oct 2022 19:58:02 GMT

Getting Started with TeamChat

Transform the way you communicate with direct one-on-one and group messaging with your staff members.

Communicate with your team faster, stay organized and connect the team with the information they need.

You can try TeamChat free of charge for the first 90 days. After 90 days, there is a charge of $5 per staff member.

Activation is quick and simple. From your Thryv account, select Inbox, on the left hand navigation. Then from the drop down, select TeamChat.

To give TeamChat a try, select Activate TeamChat .

Once activated in Thryv, you will receive the following message. Select start chatting !

Add Your Team Members

Mon, 03 Oct 2022 20:24:01 GMT

Add Your Team Members to TeamChat

Bring your company together and keep your team in sync wherever they are.

Once you have activated TeamChat, you can add your staff members to start communicating!

Important: To add a new team member in TeamChat, they first have to be a staff member in your Thryv account.

To add your staff members, navigate to TeamChat Settings .

Go to the TeamChat tab, then select the settings i con in the bottom left corner.

Once in settings, select team members .

Enter the emails of the staff members that you like to invite to collaborate with you in TeamChat.

Then select which channels you'd like each team member to collaborate on.

Your invited team members will receive an email notification letting them know they have been invited to join TeamChat.

Once you add your team members, you can return to TeamChat settings at any time to modify the channels they can participate in.

Messaging within TeamChat

Sun, 02 Oct 2022 22:31:37 GMT

Messaging within TeamChat

Chat with your team about an upcoming job or collaborate with a group on a project. Conversations allow your staff to work better together from one place.

Article Content

Start a New Chat

Start a New Group Chat

Using @ Mentions

Start a New Chat

Starting a new chat in TeamChat is super quick and simple. To get started, select the + icon next to to the Chats section.

Then select the team member you like to start a chat with and select create . You will be taken directly to the new chat, where you can type your message!

New Chat - TeamChat Mobile App View

New Chat - TeamChat Desktop View

Start a New Group Chat

You can message multiple team members at once. To get started, select the + icon next to to the Chats section.

Then select the team members you like to start a chat with and select create . You will be taken directly to the new chat, where you can type your message!

New Group Chat - TeamChat Mobile App View

Using @ Mentions

Need to get the attention of one your team members in a chat? Mention the team member by typing the @ symbol, then selecting this team members name. This will create a notification for them. This is a great tool to make sure your team members don't miss an important message!

Sharing Documents & Photos

Thu, 29 Sep 2022 23:02:44 GMT

Sharing Documents & Photos in TeamChat

Sharing photos & documents with your team members is efficient and easy in TeamChat! Seamlessly collaborate with your team members by sharing important documents and files in an active chat or channel. You can also share photos and use our photo mark up tool, which allows you to add text, shapes, or drawings to the image you want to share!

To share a document or photo select the chat or channel, then select the paper clip icon.

This will bring up the files on your device. Select your desired files or pictures, and it will be shared with all the team members in your chat!

Share a Photo

To share a photo in a chat, select the paper clip icon.

This will bring up the files on your device. Select your desired photo, then select open.

A preview of the picture will appear above the text field.

You can add a comment and select enter , OR you can select image options.

Image options will open a pop up where you can choose to direct upload the photo as is, OR you can edit and upload .

If you choose to edit your photo an annotate Image view will appear.

From this view you can make the edits to the photo:

Crop
Flip
Rotate
Draw
Add Shapes, Icon, or Text

Then send your edited image to the chat

Editing your photo allows you to highlight something in the photo and/or add extra details that your team may need

Your edited photo will appear in the chat for other team member to view and download.

Share a Document

To share a document or photo in a chat, select the paper clip icon.

This will bring up the files on your device. Select your desired files or pictures, then select open.

Once a document is shared the file will appear hyperlinked in the chat.

The hyperlinked file will download to your device if clicked.

Other actions on the message:

Select the cloud icon to download the he file
Select the pencil icon to edit the message
Select the heart icon to add an emoji reaction to the message.
Select the trash can icon to delete the message

Shared documents will appear in the chat and team members can download the file to their device by clicking on the file name.

Team Member View of a Shared document.

Team Member view if the hyperlinked document/file is selected

Add Channels

Thu, 29 Sep 2022 22:29:31 GMT

Add Channels in TeamChat

Organize your conversations more efficiently. Create public or private group chats related to a specific topic and contributing team members.

An #AllStaff Channel will be created automatically for your to share all information with all your staff members.

Create a New Channel

To create a new channel, select the plus icon next to Channels. You can do this from the desktop or mobile app.

Enter the name your new channel . Organizing by a topic or business function is recommended.
An example would be to create a channel for your front desk team members, so they an all collaborate on matters that are exclusive to their group.
You can also make the channel private if you'd like the channel to not be visible to other team members that are not a part of the channel.
Toggle the button next to 'Make Channel Private?', to hide the channel from non participates.
A private channel will be marked with a lock symbol in your list of channels, to indicate that it is private.

Add Team Members to a Channel

Once your new channel is created, you can invite your team members you'd like to collaborate in the channel.

On the TeamChat tab from the desktop, select the channel you'd like to add members
Then select Invite at the top right , or select the arrow on the right hand side, to pop out a view of channel details.
From channel details , you can manage new team members in the channel by inviting new members, or removing existing members.

On the TeamChat mobile app, select the channel you'd like to add members
Then select the person icon at the top right
Select add next to the team members you'd like to add to the channel. You can also remove existing members from this view.

Make Updates to an Existing Channel

You can make updates to your existing channels from the desktop or TeamChat mobile app.

From Desktop, select the channel, then the tri-dot at the top right
Edit
Change the channel name
Add or remove team members
Leave a channel
This will remove you from the channel
Delete a channel
This will permanently delete the channel for all team members

On the TeamChat mobile app, select the channel, then select the person icon at the top right
Members
Add or remove team members
Settings
Change the channel name
This will remove you from the channel

Using Activity Tags

Wed, 28 Sep 2022 22:56:34 GMT

Using Activity Tags in TeamChat

Provide more information to your team and # Tag customers, appointments, invoices, estimates, conversations and more within a conversation to specify which activity you are discussing or addressing

Using activity tags in TeamChat is a quick and easy way to reference specific customers and their activity in Thryv! Activity tags directly reference or tag occurrences in Thryv, and can be selected by team members so they can go select the tag and be taken to the referenced activity.

Available Activity Tags

Contacts
Conversations
Appointments
Invoices
Documents

To use an activity tag, type # in to the chat. This will bring up the activity selector. Your contact list will appear. You can select from a recently active contact or search for a contact by their name, email, or phone number.

To tag a contact , select the + icon next to the contact's name. The contact's name will appear hyperlinked in the chat with your team member(s). When selected the team member will be taken to the contact's client card in Thryv.

To tag a specific activity of the contact, select the arrow to the right of the contact's name.

Then select the conversation, document, appointment, estimate, or invoice icon.

Then select the + icon next to the specific activity.

The activity will appear hyperlinked in the chat. When selected, the team member will be taken to that specific activity in Thryv.

Best Practice Tip:

Open TeamChat into a separate window, to keep receive real time notification and messages without interrupting your workflow in Thryv.