Qwil is capable of processing client invitations from the Salesforce connector. Allowing for quick and easy addition of clients onto your Qwil organisation simply through details already contained within Salesforce. To see how to create a new client on Qwil through Salesforce, below is a short video demonstration.
When you click on the Qwil Messenger tab in Salesforce, if your client has not been invited to use Qwil you will see the invite button on each of the different pages as shown below.
Client Details
Clicking the Invite button, launches with the invite modal that has the client’s details pre-populated for you from the Salesforce record details.
If your Salesforce instance is linked to multiple Qwil tenancies, then you will also need to select the tenancy you want to invite this client to first. You will be able to pick from only the tenancies where you are also an active staff user in Qwil.
The First Name, Last Name, and Email values are populated with the information in the fields on the client record itself. If it is incorrect, please click Back, update the information and then return to this screen.
The Phone Number will also be pre-populated with a mapped client record field. It too may be read-only and require you to edit the original value on the client record. If you can edit it here, make sure you enter a fully qualified international mobile number with the “+” at the beginning. For example, +447768887464 for a UK mobile.
The Title field may also be predefined for you. This value is what is shown as a subheading on the client’s user profile on Qwil. If you are unsure what to enter here, simply put the word Client.
Client Teams(formerly Contact Groups)
We have introduced a new way to manage your client relationships with Client Teams. What this means is that you can set up client teams in Qwil, and simply assign any newly invited client to those teams of staff. Meaning you don't need a new relationship for every client. Read more about client teams here, and if you wish to migrate to client teams you can read this guide.
Salesforce will soon reflect these changes, but for now you can assign users to their client teams by clicking the choose existing option on invitations.
You need to decide which client team you wish to add this client into. The client team is a pre-set group of staff members that clients can be assigned to, to automatically give them access to all of them
Tip: Client teams are not used to create group chats. They are to connect users via their address books so they can themselves create 1-2-1 or multi-party chat threads for their conversations.
Tip: Just because a user is not connected via their address book (via client teams) to another user, does not mean they cannot have a conversation with that user. Qwil Messenger allows any user to add another user they are connected to into a chat. This means that staff can bring in other staff to chats with clients as and when required as an example. Unconnected users can only chat via threads created by a common user and once they leave that chat they cannot directly engage the unconnected user.
Create New Contact Group
Note: This functionality will be removed as we have now transitioned to a new system of client teams. Client teams will simplify the invite process massively. Read our guide on migrating to client teams.
Add to Existing Contact Group
Once you have migrated to client teams, this interface will be updated. But for the meantime, you can search for your existing client teams from the choose existing option. Select the client team to give your client, and those staff instant access to communicate once the client joins Qwil.
Tip: Once you invite your client, the email invitation sent contains an activation link that is only valid for 48 hours. Every 24 hours, we automatically send a new email and link for 30 days after the first invitation is sent. If the user does not accept by this time, their invitation is Pending (Expired) and you need to resend the invitation again to start the 30-day cycle. At any point, the user can decline their invitation or you can revoke their invitation.