Communicating Via One-on-One Chats, Groups, and Channels

Communicating Via One-on-One Chats, Groups, and Channels

In this article, we'll explore how to send messages, files, and emojis, as well as @mention users while communicating in one-on-one chats, groups, and channels. 

Sending Messages

In one-on-one chats, groups, and channels, you can compose three kinds of messages:

  • Text 
  • Audio
  • Video

You can also send attachments of different file formats and react to messages using emojis. 

Sending Text Messages

To send a text message:

  1. Open the chatbox.
  2. Type the message in the textbox
  3. Hit the return key to send the message.

The following markdowns can be used to format your messages:

Bold

Enclose the message within asterisks (*). For example: *Hello there*

Headings

Precede the message with a hash symbol (#) and a space. The maximum level of headings is six. The number of hash symbols is directly proportional to the heading level. For instance, H1 will have one hash, while H6 will have six hashes. For example: # Heading 1

Italics

Enclose the message within underscores (_). For example: _Hello there_

Strikethrough

Enclose the message within tildes (~). For example: ~Hello there~

Underline

Enclose the message within two underscores (_ _). For example: _ _Hello there_ _

Quote

Enclose the message within backticks (`). For example: `Hello there`

Blockquote

Precede the message with an exclamatory mark (!). For example: !Hello there

Hyperlink

Enclose the message within square brackets [ ] and the link within parentheses ( ). For example: [Hello there](URL)

Code Snippet

Enclose the code or message within three backticks (```). This creates a box around the text. For example: ```Hello there```

Horizontal Line

Separate two chat messages by typing three hyphens (---) in the textbox and hitting the return key. Alternatively, hitting the return key twice also inserts a horizontal line between two chats. 

Notes

Note: While formatting text in the middle of a sentence, be sure to leave a space before and after the markdown for the formatting to take effect. 

Sending Audio Messages

To send an audio message:

  1. Click the Mic  button on the right side of the textbox
  2. Click the Record  button in the dialog box that opens.
  3. Record your message and click the Stop  button once you're finished. 
  4. Use the Play button and the Pause  button to play and pause your audio recording.
  5. Click the Send  icon to send the audio message.

Sending Video Messages

To send a video message:

  1. Click the Mic  button on the right side of the textbox
  2. Toggle on the Video  button in the dialog box that opens.
  3. Record your message and send it. 

To cancel sending an audio or video message:

  1. Click the Close  button in the top-right corner of the dialog box.
  2. Click Discard in the alert dialog box that appears.

The first time you try to record an audio or video message, you must grant Trident permission to access the microphone and the camera in System Settings. To do so:

  1. Select Go to Settings in the alert dialog box that appears.
  2. Enable Microphone and Camera under Privacy and Security Settings
  3. Select Quit and Reopen in the alert that appears.

Sharing Attachments

To share an attachment:

  1. Open the chatbox.
  2. Click the Attachment   icon in the textbox.
  3. Choose a file from your system or cloud and click Open.
  4. Type a message to send it along with the attachment, or simply hit the return key to send it. 

Notes

Note: You can send multiple attachments at a time and the maximum attachment size limit per message is 1 GB. 

Sharing Files  From iOS Devices Via Continuity Camera

Continuity Camera is a native feature that helps you use your iPhone or iPad to scan documents or take pictures and have them appear instantly on your Mac. In Trident, this feature enables you to share captured pictures or scanned files from your iOS devices as Cliq chat messages. To share files in this method:

  1. Click the Attachment  icon.

  2. Choose between Take Photo, Scan Documents, or Add Sketch.

  3. The Camera app will open on your iOS device. Once you've captured the image or scanned the file, it will appear in the chat editor as an attachment.

Notes

Note:

To leverage this feature, ensure that:
  • Both devices are signed in with the same Apple ID.

  • Bluetooth and Wi-Fi are enabled on both devices.

  • The devices are running on iOS 12 or later (on iPhone) and macOS Mojave or later (on the Mac).

Downloading Media

To download any media (images, audio, videos, or files) from your chat messages:

  1. Hover over the message and click the More Options  icon.
  2. Select Save as from the menu list.
  3. Rename the file if you prefer and choose the destination to save it in. 
  4. Click Save

NotesNote: You can preview file types like .png, .pdf, .txt, and more, even without downloading them locally. From here, you can also download the file and print it. If the file isn't supported in preview, you can click the More Options  icon and select Open With Other Apps

Adding Emojis and Reactions

On the right side of the textbox, you have a default thumbs-up button. Click it to send the reaction as a message.  

To add emojis in your messages:

  1. Click the Emoji  icon.
  2. In the pop-up that appears, select an emoji of your choice from the Recent, Zomojis, Emojis, System Emojis, or GIFs tab. 
  3. To find emojis, use the Search Bar.

To react to a message:

  1. Hover over the message you want to react to.
  2. Click the Add Emoji  icon.
  3. Select an emoji of your choice from the pop-up that appears.

Removing Reactions

To remove your reactions to chat messages:

  1. Look for the emoji reaction bubble that is highlighted. This indicates your reaction.
  2. Click on the reaction to remove it.  

Viewing Reactions

To view who reacted to a message and how they reacted to it:

  1. Hover over the message you want to react to.
  2. Click the More Options  icon.
  3. Select View Reactions from the menu list.

Setting Default Emoji Skin Tone

To choose the default skin tone for emojis you will use in messages and reactions:

  1. Click the Emoji  icon in the textbox
  2. In the pop-up that appears, click the Hand  icon at the top-right corner. 
  3. Select the skin tone you prefer from the list that appears.  

NotesNote: You can also configure the default emoji skin tone from the app settings

Mentioning Users

@mentions are used to notify members and draw their attention to messages intended just for them. To @mention a user: 

  1. Type @ followed by the user's name or email address. 
  2. Select the matching result from the list that appears by hitting return.

Types of Mentions

Purpose

@username

To notify a user.

@all

To notify all users of a group or channel.

@available

To notify users whose Cliq status is set to Available or Available for Collaboration. 

Viewing All @mentions

To filter chats with @mentions, click the @mention  icon in the app menu bar. The pop-over will display all the chats where you were @mentioned. You can choose to hide @all and @available mentions by checking the Hide @all, @available mentions. Unread @mention notifications will appear in a numerical badge. To mark all @mention notifications as read, click Mark all as read


    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Communicating Via One-on-One Chats, Groups, and Channels

                                                                                                                In this article, we'll explore how to send messages, files, and emojis, as well as @mention users while communicating in one-on-one chats, groups, and channels. Sending Messages In one-on-one chats, groups, and channels, you can compose three kinds ...
                                                                                                              • Managing One-on-One Chats, Groups, and Channels

                                                                                                                In this article, we'll explore the various features that will help you organize and utilize your chats efficiently. To access the chatbox features: Click the More Option icon in the chatbox header. Choose the required option. The various options, ...
                                                                                                              • Creating One-on-One Chats, Groups, and Channels

                                                                                                                In this article we'll explore how to create various chats and use them to communicate effectively with your teammates. Initiating One-on-One Chats You can initiate a one-on-one chat in the following ways: Cliq Search To initiate one-on-one chat with ...
                                                                                                              • Managing One-on-One Chats, Groups, and Channels

                                                                                                                In this article, we'll explore the various features that will help you organize and utilize your chats efficiently. Pinning Chats To pin a one-on-one chat, group, channel, or a threaded conversation: Click open the chat. Click the More Options icon ...
                                                                                                              • Communicating via Threads in Channels

                                                                                                                In this article we'll learn how you can communicate with ease using threads. Replying in Threads In Cliq channels, if the admin has enabled it, you can reply in threads. To reply in a thread: Hover over the message and click the Reply in Thread icon. ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources