Who can use this feature?
System & User administrators 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 along with a short training video to see all you need to know in action.
As a user admin, you can invite staff and clients on the platform and will have an extra icon on the left menu called administration. System admins have full control of the organisation including Branding, T&Cs and security settings, and will have an extended administration menu. Understand roles and permissions
What to expect?
- A 5 minute video showing the key features of Qwil Messenger
- Learn how to start a chat and send a document
- Learn how to invite staff and clients to Qwil Messenger
- Understand menus and where to access your account settings
Why would I use Qwil?
With Qwil you know everyone is who they are (as everyone is invited on the platform) and messages are received and read with no risk of interception. Qwil not only replaces email but becomes the main communication tool between staff, clients and partners. Read how we can make your life easier here.
Walk through video - Become an expert in minutes
- In just 5 minutes, you will learn everything you need to know about using Qwil Messenger.
- Understand the User Admin menu
- Learn how to start a chat and send a document
- Learn how to invite staff and clients to Qwil Messenger
- Understand where to access your account settings
The admin menu
To access the admin menu click on the settings button.
You will see all the admin functionalities. For now, we are just interested in the top 3: Clients, Staff, and Contact Books.
Invite a staff user
- From your desktop, click on the admin menu.
- Click on Staff.
- Click on Invite a colleague.
- Enter their First Name, Last Name, and Job title.
- Enter their email address and phone number.
- Click Create and the staff will receive an email invite.
- To make a staff user User Admin, go to their profile and update their role. Edit a user's role
Invite client users:
A client must belong to a contact book (i.e relationship group) where there is at least one active staff user, otherwise, you will not be able to complete the client invitation. When you invite a client, a new contact book will be created that includes you and your invitee. You can edit this contact book's members or add the client to an existing contact bookv.
- As an admin user, navigate to the administration menu and click on Clients.
- Click on the Invite a client button.
- Fill in the form. A new contact book will be created that includes you and your invitee. This means you will be able to contact each other. If you wish to edit this contact book's name or members, see below.
- Click Send invitation.
- Your invitation will be sent.
- Once the client accepts their invitation, the staff users that share a contact book with them will be able to start chatting.
Manage contact boks during invitation:
When you invite a client, a new contact book will be created that includes you and your invitee. You can edit this contact book's members or add the client to an existing contact book.
Edit the new contact book:
- Fill in the new client form.
- If you wish to edit the new contact book that will be created click on edit under contact books.
- You can change the contact book name and its members. Remember, there must be at least one active Staff user in the contact book. Make any changes and click Save.
- You will be redirected to the client invitation form. Click Send invitation.
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).
-
- Click on create chat icon.
- Search and select one or more participants.
- Name the chat.
- Click Create.
- Type a message and press send.
- Click on create chat icon.
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
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.
At any point in a chat participants can be added, allowing for you to invite your colleagues or clients into an existing chat:
Some tips and notes
- If you are not ready to send the invitation email you can create draft invitations by clicking Create without invitation. Draft invitations will be listed under pending users.
- You can review all your pending invitations by using the filter on your client list.
- When you invite a user they will receive a daily email invitation reminder for 30 days with a new link to accept it. Only the latest invitation link will be valid.
Account Settings
From this Your Profile dropdown, you are able to navigate to pages where you can edit your profile picture, contact details, and generate recovery codes to secure your account.
What is next?
Now you have an understanding of how Qwil Messenger works, try using Qwil on mobile:
- Download the mobile app
- Send documents and attachments on mobile
- Encourage clients to download the mobile app
- Learn some tips to make sure chats are seen and read