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, Admin for Chat Admin
Availability: Paid add-on, to learn more please reach out to Sales or your Workvivo point-of-contact.
Accessing Chat
On Mobile, Chat is available on the bottom right nav, next to the search button. On Web it is available on the left hand menu
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 (by default)
- You will then be requested to choose who you want to start a chat with - you can choose one person by searching or scrolling from the list
- Or you can select "New Group Chat" and multi select for a group chat, by either searching for the user(s) or selecting their name from the user list
- You can update the Group Image as well as Rename the Group Chat
- As the creator of the group you will be assigned the operator role
Channel Info
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This is where you see the information of the channel. You can perform actions such as:
- Edit the group information (Name & Image) - Operator only
- Invite other members to the group - All members
- Search the Channel - All members
- Mute members which turns off any notification related to that member - Operator Only
- Ban members, which removes them from the group - Operator Only
- Register Users as new Operators to the channel - Operator Only
- All members of the group can leave the group at any time, but will need to be invited back in at a later stage.
- Access Workvivo profiles directly from the info section - All Members
Chat Reactions
Note: Chat Reactions are limited on web version of Chat for now
Members have the ability to add reactions to both their own messages and messages sent by others. Long Press on the Message you wish to react to, to get access to the emoji library (note this library is the same library thats moderated and maintained for Emoji reactions for Posts - More information on that here).
There will be quick actions to choose or by selecting the + from here you can browse through categories or search for the particular reaction you require
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Once one reaction is added, there will be a quick action to select that added emoji or to open the library.
Message Options
From the messages users have a number of options:
- Users can reply in a thread
- Copy the message and paste it in another channel
- Delete the message
- See the info of the message. This allows you to see who the message was delivered to and who read the message (Delivery receipts)
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.
Delegate access
When delegating into another's account, delegates will not have access to users Chat