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Quick Start Guide (Staff)

  • Updated

Who can use this feature?

Staff users only

At Qwil, we know that no one has time to read long instruction manuals. Tools have to be intuitive for both staff and clients to use, with limited training required.

This is why we have summarised everything you need to know in this single pager.

 

What to expect? 

  • Learn how to start a chat and send a document
  • Understand menus and where to access your account settings

 

Why would I use Qwil?

With Qwil you know everyone is who they say they are (as everyone is invited on the platform) and messages are received and read with no risk of interception. Qwil not only replaces encrypted email but becomes the main communication tool between staff and their clients. Read how we can make your life easier here. 

 

Understanding the left menu

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Go to the left menu to access your Chats, your Contacts, and the Broadcast message. The contact list includes colleagues and the clients you are responsible for also. Click here to learn about broadcasts. 

 

Send your first message to a contact

Starting a chat thread in Qwil is very similar to how you've been used to with email: create a new email (start a chat), add a subject (Chat title) and then add participants (add user). 

    1. Click on create chat icon. Screenshot_2022-03-29_at_13.04.22.png
    2. Search and select one or more participants.
    3. Name the chat.
    4. Click Create.
    5. Type a message and press send.

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For more information on getting started with new chats click here.

 

Share a document with a client/colleague

Once a new chat thread has been started there are 2 ways to send attachments from the web app. Either from the paperclip icon next to the message and Select one or more files to send from your computer OR Drag and drop files from your computer directly to the chat window. Click Send. Learn more

 

Screenshot_2021-05-20_at_10.59.39.png

 

The chat menu (right)

The right menu when in a chat enables you to edit a title, add or remove participants, search, view documents/pictures, and export the transcript. You are also able to archive chats and copy the chat link for logging purposes.

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At any point in a chat participants can be added, allowing for you to invite your colleagues or clients into an existing chat:

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Account Settings

From Your Profile dropdown, you are able to navigate to pages where you can edit your profile picture, contact details, set your preferences and change password.

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Learn more

 

Inviting Clients

Only administrators can invite new clients, if you wish to invite new clients you should contact your Qwil admin. However, it is possible to grant you this permission in your organisation by asking your Qwil admin to upgrade your account to a User Admin.

Learn more about the invite process.

 

What is next?

Now you have an understanding of how Qwil Messenger works, try using Qwil on mobile:

 

 

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