Exploring Cliq Module in Trident (macOS)

Exploring Cliq Module in Trident (macOS)

The Cliq module in Trident simplifies your team's communication with chats and calls, so you can stay connected with your colleagues and get work done anywhere, anytime.

InfoNote: This article explores the Cliq module in the Trident desktop app. Click here for the Zoho Cliq web app's help documentation.
 

Remote Work Tools

The remote work tools help teams connect across locations and get work done without the need for being at office. On the homepage, you can find the following:

  • Cliq Status: Keep your team informed about your availability with the available status options.
  • Check In and Check Out: Clock your working hours with check in and check out.
  • Meetings: Track and join ongoing virtual meetings. 
  • Department ViewSee which among your colleagues are at work, away, or busy and search for the members of a department or an individual across an organization.
  • Frequent Contacts: Chat with your frequently interacted contacts.

InfoLearn how to use the remote work tools in the Cliq module. 

Homepage Views

You can shift between the chat and file view by toggling to the tab you want. 

Chats: Space to list the chatboxes.  

Files: Space to list all the sent and received media. 

Types of Chats

Conversations happen in one-on-one chats, groups, and channels, and are recorded as transcripts in a chat window. There are many options in the chat window that make your communication easy to access and effortless to share. 

The chatbox header consists of:

  • Chat details: Displays user, group, channel, and thread information, such as name, profile image, and Cliq status. 
  • Call icon: To initiate audio, video, and screen-share calls. 
  • More options icon: These options make your communication easy to access and effortless to share. They vary for one-on-one chats, groups, channels, and threads. 

One-on-One Chats

These happen between two people in the chatbox, which gives you a dedicated space to send and receive messages. 

Group Chats

These happen between three or more people, and primarily serve short-lived, ad-hoc, dynamic discussions and accommodate up to 500 users. Group chats are not self-discoverable and do not impose any chat restrictions for group members. 

Channels

These serve as a great platform for internal and external collaboration and communication around a common topic. You can look for the channels and join them based on visibility rights. An organization can have unlimited channels.

Types of Channels

You can create four types of channels in Cliq, to send the right message to the right audience.  

Organization ChannelsThe purpose of organization channels is to enhance collaboration across the organization members. You can create these channels and add participants on a range of topics from #HR-Announcements to #IT-Support.

Team ChannelsTeam channels make it easier to collaborate among different teams or within one team. You can communicate through these channels to exchange ideas and complete daily tasks. You can also create team channels for various departments, such as #marketing, #development, #sales, and so on.

Personal ChannelsPersonal channels act as a medium for informal conversations among colleagues or friends who share a common interest in something. You can create personal channels to chat with your lunch gang or plan the trip you've been thinking about.

External Channels: External Channels allow you to communicate and collaborate with external users from different organizations. It’s a great way to connect with clients, vendors, and customers.

User Roles in Channels

In channels, users can be assigned four different roles with varying permission levels.

  1. Super Admin: The creator of the channel will be the super admin for external and personal channels. They'll also be the admins in any organization or team channels they create. Super admins have the most privileges and have complete control over a channel's actions.
  2. Admin: The super admin assigns the role of admin. In organizational and team channels, the creator is the channel's admin.
  3. Moderator: The role of a moderator is assigned to members by super admin and admin. 
  4. Member: All other users in the channel are considered as members.

Threads

Threads in channels are groups of messages that relate to a particular topic. Each message succeeds the parent message, ensuring that the context isn't lost. By creating multiple threads for the same channel, you can have conversations about various topics without disrupting other channel discussions. 

Info
Learn more about using threads in channels

Calls and Meetings

You can make and receive individual, group, and channel audio, video, and screen-shared calls and meetings. You can chat while on a call and seamlessly switch from an audio to a video call, or vice versa.

You can host both audio and video meetings for up to 20 participants at a time. You can start new meetings instantly and then invite users later. What's more, you can securely add non-organization members to your meetings by simply sharing the meeting invitation or link. 

NotesNote: Group calls are not available in Trident 1.0.

Info
Learn more about one-on-one calls.

Searching in Cliq

The search feature consists of four sections: Filters, frequent contacts, search parameters, and recent searches. 

You can view all of the search results, or filter them by whether they are:

  • Chats
  • Contacts
  • Channels
  • Threads
  • Messages

Further, you can narrow down your search results using the following parameters:

  • From: To search for a message from a contact
  • To: To search for a message that you've sent a contact
  • In: To search for a message in a specified channel
  • After: To search for a message after a certain date
  • Before: To search for a message before a certain date
  • On: To search for a message on a certain date
  • File name has: To search for a file with a specified name
  • Link has: To search for a link with a specified text

Your frequent contacts are listed in the search drop-down menu to help you initiate chats with them. Clicking on any of the recent searches will take you straight to the search result. 

NotesNote: Only the last five recent searches are listed. 

Using the Search in Conversation option, you can look up messages, files, links, and more directly from the chatbox.



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