Who can use this feature?
Staff users only
Qwil has been designed with one important goal in mind: for you to be able to communicate safely and securely with external clients.
With just a few steps, you can invite them to your organisation, and let them communicate with you and your team in a clear, organised way. Not only is chat familiar, but it's also a great way to keep everything documented and to share regular updates in one central, easily accessible location.
Here are a few tips on how you can use Qwil with your clients and partners, or other third-party collaborators.
Create a specific chat per topic
Bring your clients into the conversation by creating a chat to discuss a specific topic, think of it like an organised email thread where all important information is kept in a single conversation.
How to do it:
- Create a chat dedicated to a specific topic, then invite your client to the chat thread.
- If this was the first chat with your client, you could for example write a small introduction that includes a warm welcome and explain how you will be using Qwil to communicate:
- If you were to do a FX transaction or transfer, name the chat thread accordingly. This will make it easier to search and also invite new participants. We have provided common use cases here.
- You may also have one for General chat which is ongoing. A chat thread can be renamed at any time.
- And just start chatting (which will activate the thread)!
- Remember, you can always archive conversations to remove them from your chat list.
Coordinate the conversation
In the same way you would in a face to face meeting, it is your role to invite the relevant staff to a conversation and also ask them to leave when they are no longer required. All staff can invite other staff by rule to a chat thread. Your clients have “guest” permissions, this means they will only be able to initiate a conversation or add from their contact list.
How to do it:
Log a conversation
Chats are somewhere in-between email and phone in terms of record keeping. Not all chats are relevant and you may want to log the whole chat thread up to a certain point (to CRM systems for example) or file it under the client, or alternatively, you may just want to log / share a specific message within the chat thread.
How to do it:
- Export a chat transcript: Staff members that are participants of a chat can export its content. A chat can be exported as a PDF file and its shared media can be exported as a zip file.
- Copy a message link: You can share a link to a specific message in a chat. When a participant clicks on the link it will open a new tab and navigate to that message. This is also useful if you want to get staff and clients back to the chat thread (from email).