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.
By Sunniva1 author5 articles
- 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.