How to Use Group Chat

Why does it matter?

After collaborating with several customers on how to best update chats between candidates and staff members, we are happy to introduce Group Chat. Group chat enables multiple staff members to collaborate with a singular candidate by inviting unassigned and assigned staff members into a chat room. With group chat, nonprofit staff can rally around a candidate and better serve their needs by introducing additional resources to assist in getting program participants from A to B in their journey to self-efficacy and sufficiency.

To protect the privacy of candidates, we created a tab system on a chat room. The tab system enables staff members to maintain their 1:1, private conversations while easily navigating through group conversations within the same view.

Navigation

To access the Group Chat do the following

Login to your RiseKit account at Staff Portal
Move your mouse toward the left-hand navigation.
You should see links that show the following options
Organization
Chat
Candidates
Resources
Surveys

You can access group chat in one of two ways: Either from the Chat or Participant Profile you will pull up the conversation with the participant.

From the chat menu

Select Chat from the left-hand side and search for the name of the participant you want to communicate with.

From the participant profile

Click on Candidates and search for the participant you want to communicate with.


Click on the participant's name to pull up their profile and select Go to Conversation

To Add a Group Chat

From the Chat Conversation, select the + in the top right corner



Name your New Group Chat and click Create



The new Group Chat will appear on the top as a tab

Click on the group chat tab you want to access. The tab will show the history of the conversation as well as the Chat Participants. When the chat is initially created, it will only include you and the assigned candidate.



To add additional participants, select the + in the top right corner.
Choose either to Add Staff or Invite External User and follow the instructions on the webpage

Type the name(s) of the individuals you want to add as chat participants and select Invite when you are finished.



You can find the correct person to add to the group chat in the Contact section of the resource. If the staff contact is not listed but you know who to contact, select to add an external user


Type a message to begin a referral to the new organization on behalf of your candidate.

Notifications

Candidates will be notified via email or text that they have a new message.



Added staff will receive an email notification taht they have been added to a group chat and received a message.


To learn how to REPLY to a group message, see this article.

Updated on: 31/10/2023