Working with Chats (WSC) NEW

In the Carbonio web client, Chats (WSC - Workstream Collaboration) serve as a key communication feature, supporting both individual and group interactions. Users benefit from centralized messaging, promoting real-time conversations and fostering collaboration. Whether it’s about sharing information, brainstorming, or organizing tasks, Chats offer a seamless platform for efficient teamwork. Notifications ensure that users stay updated and engaged, maintaining productivity whether they are working remotely or in the office.

Creating New Chat

To initiate communication with a colleague, you need to create a new chat. To do so:

1. Select the Chats feature from your left sidebar.

2. On the top bar, click the NEW button. A new window appears.

3. Begin typing the email address of the colleague you wish to chat with.

4. Click on the name of the colleague that appears in the list.

5. Click CREATE.

Now, this chat is added under the Chats tab, containing a list of all available chats.

Initially, you will not see any chats in your chat system, but once you create them, you can find them on the list. Please note that you will be able to will be able to create new conversation only with users that have Chats(WSC) enabled.

Once you have created and selected a chat, you can start typing your message in the bottom text box. You can also add emojis and attach files to your message. Press Enter on Windows or Return on macOS to send the message.

Adding Emojis to Your Message

Once you have created and selected a chat, you can start typing your message in the bottom text box. You can also add emojis in the text by clicking on the emoji icon located in the text box.

Sending Files from Your Computer in Chats

To send a file saved on your computer using Chats, follow these steps:

1. Select the Chats feature from your left sidebar.

2. Select the chat in which you want to send the file.

3. Click on the paperclip icon located in the chat box at the bottom of the page.

4. Select Add from local. A new window appears.

5. Choose the file from your computer by navigating through the opened window.

6. Click Open to attach the file to your message.

Sending Files from Carbonio Files in Chats

You can use Chats to send a file directly from Carbonio Files to a chat. Here is how:

1. Select the Chats feature from your left sidebar.

2. Select the chat in which you want to send the file.

3. Click on the paperclip icon located in the chat box at the bottom of the page.

4. Select Attach public link from Files. A new window appears.

5. Choose the file by navigating through the opened window.

6. Click SHARE PUBLIC LINK.

This process will automatically generate a public link for your file and send it into the chat.

Edit A Message

To edit a message:

1. Click on the downward arrow located next to the message bubble.

2. Select Edit from the drop-down menu.

3. Edit the message and hit enter.

You have only a five-minute window to edit a message. After that, you will not be able to do so, and the edit option will disappear.

Reply A Message

To reply to a message:

1. Click on the downward arrow located next to the message bubble.

2. Select Reply from the drop-down menu.

3. Write the reply and hit enter.

Forward A Message

To forward a message:

1. Click on the downward arrow located next to the message bubble.

2. Select Forward from the drop-down menu.

3. Click FORWARD at the bottom right corner of the chat box

4. Select the chat to which you want to forward the message.

5. Click FORWARD.

Delete A Message

To delete a message:

1. Click on the downward arrow located next to the message bubble.

2. Select Delete for all from the drop-down menu.

You have only a five-minute window to delete a message. After that, you will not be able to do so, and the delete option will disappear.

Mute Notifications of a Chat

When you receive a new message in an individual chat or group chat, you will see a notification on your screen to inform you. If you want to disable notifications for a specific chat or group, follow these steps:

1. Select the Chats feature from your left sidebar.

2. Select the chat or group for which you want to mute notifications.

3. On the right side of the Main Panel, click Mute notifications.

To unmute, follow the same procedure and choose Activate notifications.

Clear History of a Chat

To clear the history of a specific chat or group:

1. Select the Chats feature from your left sidebar.

2. Select the chat or group you want to clear the history for.

3. On the right side of the Main Panel, click Clear History.

4. Click CLEAR HISTORY to confirm.

Creating New Group

Groups allow for group conversations with at least three attendees. You can create a group chat by following these steps:

1. Select the Chats feature from your left sidebar.

2. On the top bar, click the NEW button. A new window appears.

3. Begin typing the email address of the colleague you wish to chat with.

4. Click on the name of the colleagues that appears in the list.

5. Insert a title for the group.

6. (Optional) Insert a topic for the group. While this step is not mandatory, providing a topic can help clarify the group’s purpose.

7. Click NEW GROUP.

Now this group is added to your list under the Chats tab.

Once you have created and selected a group, you can start typing your message in the bottom text box. You can also add emojis and attach files to your message. Press Enter on Windows or Return on macOS to send the message.

Add Participants to a Group

You can add new members to a group if you are a moderator. Here is how:

1. Select the Chats feature from your left sidebar.

2. Select the group to which you want to add members.

3. On the right side of the Main Panel, click Add new members. A new window appears.

4. Begin typing the email address of the colleague you wish to add.

5. Click ADD NEW MEMBERS to confirm.

You can enable the checkbox labeled Show previous conversation history to allow members to view previous messages. Otherwise, they will not be able to see them.

Remove Participants from a Group

You can remove members from a group if you are a moderator. Here is how:

1. Select the Chats feature from your left sidebar.

2. Select the group to which you want to remove members.

3. On the right side of the Main Panel, under the Members section, click on the trash icon next to the user you want to remove.

4. Click REMOVE to confirm.

Leave Group

To leave a group:

1. Select the Chats feature from your left sidebar.

2. Select the group you want to leave.

3. On the right side of the Main Panel, under the Actions section, click Leave Group.

4. Click LEAVE to confirm.

Assigning Moderators for A Group

If you are already a moderator, you can assign other moderators to a group. Here is how:

1. Select the Chats feature from your left sidebar.

2. Select the group to which you want to add a moderator.

3. On the right side of the Main Panel, under the Members section, click on the crown icon next to the user you want to appoint as a moderator.

Edit a Group’s Name or Topic

To edit a group’s name:

1. Select the Chats feature from your left sidebar.

2. Select the group for which you want to change the name.

3. On the right side of the Main Panel, under the Actions section, click on the Edit details.

4. Edit the name or topic.

5. Press the save icon on the right.

Search for A Member in Your Chats List

To search for a colleague in your chat list:

1. Select the Chats feature from your left sidebar.

2. In the Type to filter list field, insert your colleague’s name.

Exporting a Chat

If needed, you have the chance to export all the chats from your account.

To export a chat simply:

1. Open Chats settings, clicking on gear icon in the left bar

2. Go to “Export Chat” section

3. Select the chat you want to export

4. After a while (depending on how many messages it contains) it will start the download process of the chat, in a .txt file format