Chat

The Chat module provides a simple and convenient way for employees and managers to communicate within the organization. Users can search for employees, start conversations, view recent chats, check unread messages, and communicate through groups or channels.

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📌 Chat Module Overview

The Chat module allows users to:

• Search for employees and start a conversation.
• Send messages to employees or managers.
• View recently active or added conversations.
• Identify unread messages using unread counts.
• Filter chats by All, Unread, Groups, or Channels.
• Create a new Group or Channel using the + button.
• Quickly access Chat from the bottom navigation.

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Open the Chat Module

From the Employee App, tap Chat in the bottom navigation bar.

The Chat screen displays the search bar, chat filters, recent conversations, and options for creating a new group or channel.

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Search for an Employee

Use the Search bar at the top of the Chat screen to find an employee.

To search for an employee:

1. Tap the Search field.
2. Enter the employee's name or relevant search text.
3. Review the matching employee results.
4. Select the employee you want to communicate with.

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View Recent Chats

The Chat screen displays recently active conversations.

Each conversation can show information such as:

• Employee or group name.
• Profile image.
• Latest message preview.
• Message time or date.
• Online/availability indicator.
• Unread message count, when applicable.

Recent conversations are displayed so users can quickly continue an existing discussion.

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Chat Filters

All - The All filter displays the available conversations.

Unread Messages - The Unread filter helps users quickly find conversations containing unread messages.

Groups - The Groups filter allows users to find group conversations separately from individual chats.

Channels - The Channels filter allows users to view available communication channels.

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Create a New Group or Channel

To start a new group or channel, tap the + button on the Chat screen.

Select New Group or New Channel

After tapping the + button, the New Chat screen opens.

You can choose between:

• New Group — Create a group for communication with multiple employees.
• New Channel — Create a channel for organized communication and information sharing.

You can also use the Search employees field to find employees.

Step 1 — Add New Group

If you select New Group, the New Group screen opens.

Enter the required group information:

1. Add Photo — Add a photo for the group.
2. Group Name — Enter the name of the group. This is a required field.
3. Description — Enter a description explaining the purpose of the group.
4. Only Admin Can Message — Enable this option if only group administrators should be allowed to send messages.
5. Tap Next to continue.

After entering the group details, the Add Members screen opens.

1. Use Search employees to find employees.
2. Select the employees you want to add to the group.
3. Selected employees are highlighted and displayed in the Selected count.
4. Review the selected members.
5. Tap Create to create the group.
6. Tap Cancel if you want to stop the process.

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Step 2 — Add New Channel

If you select New Channel from the New Chat screen, the New Channel screen opens.

Enter the required channel information:

1. Add Photo — Add a photo for the channel.
2. Channel Name — Enter the channel name. This is a required field.
3. Description — Enter a description explaining the purpose of the channel.
4. Tap Next to continue.

After entering the channel details, the Add Members screen opens.

1. Use Search employees to find employees.
2. Select the employees you want to add to the channel.
3. Selected employees are highlighted and displayed in the Selected count.
4. Review the selected members.
5. Tap Create to create the channel.
6. Tap Cancel if you want to stop the process.

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💡 Key Points

• Chat enables communication between employees and managers.
• Employees can search for another employee before starting a conversation.
• Recent conversations are displayed for quick access.
• Unread messages are identified using an unread count badge.
• Users can filter conversations by All, Unread, Groups, and Channels.
• The + button provides an option to create a new group or channel.
• The Chat module keeps workplace communication accessible from the Employee App.