đ± These steps are for the XBert Capture app
They describe what you'll see in the app itself, on a phone or in a browser, from setting it up for the first time through to using it day to day.
XBert Capture is a separate app from XBert. Anything that happens inside XBert is covered in the collections for your firm.
Open the menu for a conversation
Go to Chats.
đ Read more here: How To: Use Chats in XBert Capture
Press and hold the conversation.
A menu drops down with the conversation's name at the top and, under it, Direct message or how many people are in it.
A quick tap just opens the conversation. You need to hold it to get the menu.
The menu has three options:
Snooze - mutes notifications for this chat
Pin - keeps it at the top of your list
Mark as unread - flags it so you remember to come back to it
Tap one and the menu closes. To close it without choosing anything, tap the X or anywhere outside it.
Pin a conversation
Tap Pin. The conversation moves to the top of your list with a filled pin icon next to it.
To undo it, press and hold the conversation again and tap Unpin.
Snooze a conversation
Snoozing mutes notifications for that chat. Tap Snooze and the conversation fades, with a bell-off icon next to it. It stays in your list, and you can also find it under the Snoozed filter.
To undo it, press and hold the conversation again and tap Un-snooze.
Mark a conversation as unread
Tap Mark as unread. A green dot appears on the conversation and it shows under the Unread filter.
You'll only see Mark as unread on conversations that already have messages in them.
Find them again later
Use the filter at the top of the Chats list: All, Pinned, Snoozed, Unread or Archived. You can pick more than one at a time, and All clears them.
đ Read more here: How To: Search and Filter Your Conversations (Pinned, Snoozed, Unread, Archived) in XBert Capture
Need help?
If you have any questions, our support team is here to help!
Email us at support@xbert.io, or in the app go to Settings and tap Help & FAQ to browse our help articles.