In XBert
Set Up XBert Capture and Chat With Your Clients
By Sunniva1 author7 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.