Messages

Start a chat with one or more members

Tap + in the bottom right of the screen and select New Chat (Figure 1):

1._Start_chat.png

Figure 1 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. 

Create a chat room

Tap + in the bottom right of the screen and select Create Room (Figure 2):

2._Create_chat_room.png

Figure 2 Create

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.

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 (Figure 3):

3._Join_chat_room.png

Figure 3 Search

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.

Note: Some rooms are hidden from search

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 (Figure 4):

4._Add_members_to_chat.png

Figure 4 Add

If you don’t see this option, you may not be a room owner. Ask the room owner to add members.

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 and long press on the member’s name and select to promote, demote, or remove the member from chat (Figure 5):

5._Update_chat_room_owners.png

Figure 5 Chat Details

Chat Details

To obtain 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 (Figure 6):

6._Chat_Details.png

Figure 6 Members

Tap Attachments to see all attachments shared in this room (Figure 7):

7.png

Figure 7 Attachments

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 (Figure 8):

7._Leave_chat_room.png

Figure 8 Leave Room

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

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 (Figure 9):

8._Deactivate_chat_room.png

Figure 9 Deactivate

Send files

Attach a file by tapping the paperclip in the top right of your screen. Choose your file and then click Select to send (Figure 10):

9._Send_files.png

Figure 10 Select File

Forward messages

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 (Figure 11):

10._Forward_messages.png

Figure 11 Send

Note: 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 (Figure 12):

11._Tag_content.png

Figure 12 Hashtags And Cashtags

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.