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Chat

Aaron Ngai
  • Updated

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 your Workvivo CX Manager or submit a request on our Help Center.

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Device(s): Web and Mobile

Roles / Permissions: General Users

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:

Where_to_access_Chat_on_Web.png

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:

Web_Plus.png

On Mobile:

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  • 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 form the user listing

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The process remains the same when creating a chat on mobile:

Multi_Select_Chat_Audience.png

Group Chat and One-to-one Chat on Web:

Group_Chat_Web_New_View.png

One_to_One_Chat_web_New_View.png

Group Chat and One-to-one Chat on Mobile:

Mobile_example_of_a_group_chat.png  Mobile_Example_of_1_to_1_chat.png

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. 

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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 (please note this is limited to Web)

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Chat Edit Options

Members also have the ability to to copy and delete messages they have sent on both Web & Mobile (Ability to Edit your message coming soon!)

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Acknowledgements

  • Workvivo Chat includes typing indicators, which shows you if someone is replying in the chat
  • You will also see read acknowledgements (two ticks) beside the message

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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.

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  • On Web, the number of messages you have unread is indicated by a number next to the Chat feature on the side navigation bar

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  • 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.

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On the user's profile, there will be a new widget on the left side of their feed.

Start_Chat_modal_from_User_Profile.png

Chat Moderation

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:

  1. Navigate to the Administration Panel > 'People' and select 'Edit'
  2. Check the “Exclude from Chat user list” checkbox
  3. 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.

Admin_Exclude_from_Chat_User_List.png

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.

 

Note: This feature isn’t included in all Workvivo packages. From the end of April 2023, it will be available to all customers of Workvivo as an add-on feature.

To learn more, or to request a demo, please reach out to your Workvivo CX Manager or submit a request on our Help Center.

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