Documentation
Chapters of the guide

Communications

Chats with clients and suppliers: reading, writing, organising and attaching.

  • ComunicazioniThe full-width view of all conversations with clients and suppliers: how to open it, what is on the screen, which conversations each role sees and what is shared with colleagues.
  • Comunicazioni settingsThe Impostazioni menu of the chat: the seven switches of the AI assistant (what each one turns on, who can change them) and the channel filters of the conversation list.
  • The conversation listThe left-hand column of the chat: what each row shows, how they are ordered, how the search works, how to select several conversations, unread messages and the single row for clients who write on several channels.
  • FoldersHow to group conversations into coloured folders shared with the staff: create, open, move, mark as favourite, dissolve, and what you cannot do.
  • Muting, banning and deleting a conversationThe right-click menu on a conversation (mute, client record, ban, delete), the delete confirmation, and the bar at the top of the open conversation with channels, assistant label and buttons.
  • Reading messagesWhat an open conversation looks like: loading, bubbles, ticks, attachments, emails, search in the messages and the right-click menu on a message (react, reply, copy, edit, delete).
  • Writing and sending a messageThe writing bar: sending text, replying with a quote, attaching files (formats and sizes by channel), emoji and GIFs, writing emails and PEC, and what to do when sending fails.
  • New messageHow to write to one or more contacts at once from the «Nuova chat» button: choosing recipients and channels, sending, and what happens afterwards.
  • Linking a conversation to a client or a supplierHow a chat is linked to a client in the address book or to a supplier's contact person, automatically from the phone number or by hand, what changes in the list and how to view the record or unlink.
  • Attachment viewerHow to open photos, videos, PDFs, Office documents and spreadsheets received in the chat: zoom, print, download, moving between the conversation's attachments and what it means when a document is «being converted».
  • Asking the AI about a documentHow to ask questions about a document received in the chat (PDF, Word, PowerPoint, spreadsheet), what the assistant answers, how to check the sources and what the limits are.
  • Real-time updating and alertsWhat updates by itself in the chat without reloading the page, how the alerts appear at the top right, the «the system is under load» alert and what to do when the connection drops.
  • Chat shortcutsAll the mouse and keyboard actions of the chat in two tables, with a pointer to the entry that explains them, and the list of what does not exist (double-click, Esc in menus, pasting files).
  • The chat in the side menuHow to open the chat column from the side menu, shrink it to a tab and expand it, what the program remembers, the unread badge, and all the differences from the Comunicazioni page (search, new chat, writing, selection).