XBert Capture
Set up the XBert Capture app for your clients, chat with them from XBert, and help them use the app.
By Sunniva1 author20 articles
1. In XBert: Set Up XBert Capture
Switch the app on for a client, invite the people who'll be using it, and keep track of who has accepted.
- How To: Turn On XBert Capture for Your ClientsSwitch on XBert Capture for one client or many at once so they can use the app, and choose which of your team can chat with them.
- How To: Invite Clients and Manage Capture UsersInvite the people at your client who'll use XBert Capture, track their invitations, and re-invite or remove users.
2. In XBert: Chat With Your Clients
Message a client from a work item, send them files, share a task or a note, and keep conversations tidy.
- How To: Understand How Client Chat Connects to the XBert Capture AppHow Client Chat in XBert and the Chats your clients see in XBert Capture are the same conversation.
- How To: Send, Reply to and React to Messages in Client ChatSend your client a message from the Client Chat tab on a work item, reply to a particular message, and react with an emoji.
- How To: Share Files, Tasks and Notes with a Client in Client ChatSend your client a file, an XBert task or a client note from the Client Chat tab on any work item, and see what they can do with it.
- How To: Rename a Client Chat Conversation (Set a Conversation Title)Give a Client Chat conversation a title so your client can tell one thread from another.
- How To: Archive or Unarchive a Client Chat ConversationArchive a Client Chat conversation once it's finished with, and bring it back if you need it.
3. In the App: Getting Started
Accept an invitation, sign in, set up a PIN, and find your way around the app.
- How To: Accept an Invitation to XBert CaptureAccept your XBert Capture invitation and get into the app for the first time.
- How To: Find Your Way Around XBert Capture (Chats, Documents, Clients, Settings)A tour of XBert Capture: Chats, Documents, Clients, Settings and the + button.
- How To: Use Your PIN and Face ID or Touch ID in XBert CaptureSet up your PIN, unlock the app with your PIN, Face ID or Touch ID, change your PIN later, and what to do if you can't get in.
- How To: Sign In to XBert CaptureSign in with your email address and a code, or with Google, Xero or Intuit, choose a business, and fix the most common sign-in problems.
4. In the App: Sending Receipts and Documents
Photograph or upload a receipt, send it in, and find what's already been sent.
5. In the App: Chats, Tasks and Notes
Read and reply to messages, send photos and files, and keep on top of what you've been asked for.
- How To: Use Chats in XBert CaptureOpen your conversations, send messages, photos and files, and reply to, react to, copy or delete messages in XBert Capture.
- How To: Search and Filter Your Conversations (Pinned, Snoozed, Unread, Archived) in XBert CaptureFind a conversation by name, or narrow the list to pinned, snoozed, unread or archived.
- How To: Pin, Snooze, or Mark a Conversation Unread in XBert CaptureUse press-and-hold in the Capture Chats list to pin, snooze (mute), or mark a conversation unread.
- How To: Read an Archived (Read-Only) Conversation in Capture ChatUse the Archived filter in Capture Chat to open and read completed, read-only conversations.
6. In the App: Your Settings
Change your PIN, manage notifications, update your profile, and sign out.