A powerful feature that will allow you to instantly communicate to your entire workforce!
Workvivo's Chat feature allows you to instantly reach and engage your entire workforce, wherever they are - at the office, at home, or on the frontline.
Chat increases collaboration and engagement, especially amongst desk-less staff by allowing team members to message each other and communicate in real-time, exchange ideas, and share information easily. This can lead to faster problem-solving and decision-making, increased transparency and accountability, and improved team dynamics.
Note: Chat is an add-on feature to the business Workvivo package. To learn more, please reach out to Sales or your Workvivo point-of-contact.
Device(s): Web and Mobile
Roles / Permissions: General Users
Availability: Paid add-on, to learn more please reach out to Sales or your Workvivo point-of-contact.
On Web, Users can easily navigate to the Chat via the side navigation bar. Chat appears between the activity feed filters, Spotlight and spaces section of the side navigation bar as seen below:
On Mobile, Access to Chat is available on the bottom right nav, next to the search button
Creating a Chat
- To create a new chat, if it’s a one-to-one chat or a group chat, select the Plus symbol
- This is the same symbol on both Web and Mobile
- You will not be able to create a chat from any predefined teams or locations defined in Workvivo, but you can create custom groups with up to 100 members
On Web:
On Mobile:
- You will then be requested to choose who you want to start a chat with - you can choose one person or multi select for a group chat, by either searching for the user(s) or selecting their name from the user listing
If an existing channel with the same users already exists you can reuse it. This will be on by default - if you want to disable this, you can do that and it will create a new channel instead.
You can also name the channel. This is optional.
Mobile View
The process remains the same when creating a chat on mobile:
Example of a group chat on Web & Mobile
Example of a One to One - Web and Mobile
Attachments:
Chat also allows you to attach documents to your channels
Chat attachments will be disabled by default but can be turned on with two options
- Enable for Documents only - Image and Video Uploads not allowed
- Enable for all - Docs, Images and Videos allowed
Please reach out to your dedicated CSM to set your preference
Group Information
On Web, Operators (group admins) can:
- Edit the group information (Name & Image)
- Assign new Operators to the channel
- Ban members, which removes them from the group
- Mute members which turns off any notification related to that member
- They also have the ability to “freeze or unfreeze” the group, this will stop users from adding messages to the group while frozen
- Invite other members to the group (group members also have this ability)
- All members of the group can leave the group at any time, but will need to be invited back in at a later stage.
On Mobile, this is limited to:
- Editing the group information (Name & Image)
- Invite other members to the group (group members also have this ability)
Chat Reactions
Members have the ability to add reactions to both their own messages and messages sent by others
Chat Edit Options
Members also have the ability to copy and delete messages they have sent on both Web & Mobile.
Acknowledgements
- There are also typing indicators - Shows you if someone is replying in the chat
- You will also see read acknowledgements (two ticks) beside the message
Notifications
Push notifications for chat are enabled by default once the user first accesses the chat screen. This can also be controlled via the notification settings on Workvivo.
- On Web, the number of messages you have unread is indicated by a number next to the Chat feature on the side navigation bar
- On Mobile, push notifications are shown as notification tiles (or based on your device settings)
Starting a Chat via User Profile / Activity Feed
On the activity, hover over a users profile image and you will be presented with a “Start a Conversation” button.
On the user's profile, there will be a new widget on the left side of their feed.
Can I disable chat for specific users?
Chat will be enabled by default for all users within your organization's Workvivo. Should you wish to remove users from being searchable from the chat feature, you can:
- Navigate to the Administration Panel > 'People' and select 'Edit'
- Check the “Exclude from Chat user list” checkbox
- Click 'Save'
This will remove that user from being searched or selected when instigating a chat. Please note that these users can still start their own chats.
Content Moderation
Workvivo Chat has built in content moderation that works in the same way as our Keyword-based flagging of Inappropriate Content. If there is a keyword added to the moderation menu, the user is prevented from publishing the message until they remove that word or phrase.
Creating Channels with larger Audiences
Admins have the ability to create custom chat groups from Chat Admin via the Administration menu:
Admins can now create channels from the Chat Administration menu.
- Admins can set a channel name and add a list of comma-separated or newline-separated email addresses.
- The default number of users per channel is 100 users.
Notes:
- This menu is for creating channels only. All other maintenance of the channels still occurs within the Information menu on the channel itself.
- This is available for all Chat users by default
Chat Analytics
This is a feature that provides greater insight into users, messages, and channels. It offers immediate access to chat metrics aggregated from your organisation, enabling more relevant and pragmatic insights.
Metrics
Workvivo's Chat Analytics depicts user behavior through seven metrics: messages, messages per user, new channels, active channels, message senders, message viewers, and new users.
Metrics can be adjusted by the default date ranges or by selecting a custom date range.
| Metric | Description |
| Created Users | Users who started to use chat in this period |
| Messages Sent | Messages that have been sent during the selected date range |
| Messages per User | Average number of sent messages per user during the selected date range |
| Message Senders | Users who have sent at least one message during the selected date range |
| Message Viewers | Users who have seen at least one message during the selected date range |
| Channels Created | New channels created during the selected date range |
| Active Channels | Channels where at least one message had been sent during the selected date range |