Chat lets you message the users in your account and the guests in Suites you've created or joined. Every chat includes at least one paying VipeCloud user, because our paying customers are our customers, not data we sell to advertisers.
How to Start a Chat
Start a chat to message one person, or several at once as a group. The people you can pick depend on your role and your Suites, listed below the steps.
Click the Chats icon in the top navigation bar.
Click New.
Select one or more people from the Choose Recipients dropdown.
To name a group chat, type a name in Name Group (optional).
Click Create Chat.
Who appears in Choose Recipients:
Account Admin - Every user in the account can chat with the Admin.
Users in your account - Admins see every user. Other users see the members of their teams when the team allows members to see other members.
Suite owners - You can always chat with the owner of a Suite you've joined.
Suite guests - You see the guests of Suites you've created or joined when the Suite's Guests toggle, Allow Guests to see other Guests, is on. The Suite owner always sees its guests.
Free guest accounts - A guest without a paid VipeCloud account can only message the owners of the Suites they've joined.
How to Let Team Members See Each Other in Chat
Admins can chat with every user in the account, and every user can chat with the Admin. Other users see a teammate in Chat only when they share a team with the “Allow members to see other members” checkbox turned on. The same checkbox also controls who gets Sign Up Form alerts, so changing it affects both.
Go to the Teams page at app.vipecloud.com/setup/teams.
Click the team you want to change.
Check Allow members to see other members.
Click Save Changes.
How to Send an Audio Message in Chat
An audio message lets you talk through something instead of typing it out. You record it inside the chat, and it sends as soon as you click Send Audio.
Open the chat you want to send the message in.
Click the Insert Audio icon below the message box.
Click Record Audio.
Click the microphone button to start recording.
If your browser asks for permission to use your microphone, click Allow.
Click the stop button when you're done.
To rename the recording, edit the Title field.
Click Send Audio.
While recording, the pause button stops the recording without ending it. After you stop, you can play the recording back, and Re-record discards it so you can start over.
Key Notes
Every chat must include at least one paying VipeCloud user.
The Chats panel has an Inbox tab and a Suite Chats tab. Turn on Show Archived to see archived chats.
The Chat Status button at the top of the Chats panel sets whether you show as available. See Chat Away Status.
The Record Audio button appears on larger screens. It isn't shown on mobile.
Video Walkthrough
Chatting with Suites and guests:
Chatting internally with team members: