Messages

Start a chat with one or more members

Tap + in the bottom right of the screen and select New Chat. Type the name of the person you want to chat with, then tap on their name. Repeat this step to add more people. Type your message and press > to send. 

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Create a chat room

Tap + in the bottom right of the screen and select Create Room. Enter your chat room information, including a name, description, preferences, and members. Tap Create in the top right of the screen to start your new chat room.

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Join a chat room

Search for a room to join by tapping on the magnifying glass in the top right of the screen to access the Search bar. Type in the name of a chat room you’re looking for. Tap to join a public chat room or tap Request Access if the chat room is private (marked by a lock icon). Note that some rooms are hidden from search.

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Add members to existing chats

Add people to chat rooms by clicking on the menu indicated by three dots in the top right of your chat. Tap Details, then select 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.)

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Update chat room owners and members

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. To promote or demote a room member, use Chat Details in the menu in the top right of your chat. Long press on the member’s name and select to promote, demote, or remove the member from chat. 

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Chat Details

To get information about a chat, open the menu indicated by three dots in the top right corner of the chat and select Details. Tap Members to view all room members and their roles. Tap Attachments to see all attachments shared in this room. Tap Preferences to read the room description.

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Leave a chat room

To leave a chat room, tap the menu in the top right of the room and select Details. Tap Preferences, then select Leave Room to exit. Note: you cannot leave a room if you are the only chat room owner. You must first add another chat room owner and remove yourself as an owner to leave the room.

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Deactivate a chat room

To deactivate a chat room, tap the menu in the top right of the room and select Details. Tap Preferences, then select Deactivate.

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Send files

Attach a file by tapping the paperclip icon in the top right of your screen. Choose your file and then click Select to send. 

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Forward messages and files

Press and hold on a message you want to forward. Tap in the top right, then add the people or chats 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.

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Tag content

Tagging messages with #hashtags and $cashtags is a powerful way to sort and track information. 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.

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