Start a direct chat with one or more members
Tap + in the top right of the screen and select New Chat. Type the name of a person you want to chat with, then tap on their name. Repeat this step to add more people. Tap Start and type and send your message.
Create a chat room
Tap + in the top right of the screen and select New Room. Enter your chat room information, including a name, description, preferences, and members.
Find an existing chat
View all your existing chats in one chronological list under the Chats tab. Pull down on your chats list to reveal a quick search bar where you can look up existing chats. Matching 1-on-1 chats, group chats, and chat rooms will appear as you type.
Join a chat room
Search for a room to join using the Rooms tab in the Search bar.
Tap to join a public chat room or select Request Access if the chat room is private (marked by a lock icon). Note that some rooms are hidden from search.
Add members to existing chats
Open the menu in the top right of the chat room you want to add members to. Tap Add to add members. If you don’t see this option, you may not be a room owner. Ask the room owner to add members. Owners are always at listed at the top of the members list and are flagged with (Owner) next to their name.
Update chat room members and owners
As a chat room owner (someone who can update room settings, add members, and deactivate the room), you can make a room member an owner or remove them as an owner. Use the menu in the top right of your chat. Tap on the member’s name and select Make an owner, Demote, or Remove from Room.
Chat Details
To get information about a chat, open the menu in the top right of the chat and tap Who’s here to view all room members and their roles.
Tap Attachments to see all attachments shared in this room.
Tap Room to read the room description and view room settings.
Leave a chat room
To leave a chat room, tap the menu in the top right of the room to navigate to Chat Details. Tap Room in the bottom left corner, then select Leave Room to exit. Note: you cannot leave a chat room if you are the only owner. To leave, promote another chat room member to an owner, then follow the steps above.
Deactivate a chat room
In the room, tap the menu in the top right. Tap Rooms at the bottom of the screen. Choose Deactivate.
Send files
Tap the paper clip icon next to the compose area at the bottom of the screen. Select an image or video from your library or open your camera. (Currently Symphony for iOS only supports image or video attachments.) Compose your message and tap Send.
Forward messages and attachments
Press and hold the message you want to forward. Tap Forward, then select the people or chat you want to send the message to, write an additional comment for context, and press Send.
Forwarded message will appear at the top of the message.
Tag content
Sort and track messages with #hashtags and $cashtags. Type # in front of a keyword you wish to track and $ in front of a ticker symbol you wish to track. Make sure to use tags consistently so you can keep relevant information in a single feed. You can also create signals to aggregate and track relevant tags.
