Creating One-on-One Chats, Groups, and Channels

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 contacts or organization members using Cliq search:

  1. Navigate to the Search Bar.

  1. Type the name of the user or their email address.

  1. Select the user from the list of search results.

A chatbox to initiate a one-on-one chat between you and the user will open.



Note: To refine your search results, filter it by Contacts.


Contacts  

To initiate one-on-one chat with contacts:

  1. Navigate to Contacts in the Cliq chat launcher tab.

  1. Scroll to find the contact with whom you want to initiate the chat.

  1. Click on their name to open the chatbox.



Creating a Group Chat  

To create a group chat:

  1. Click the + icon next to the Home button.

  1. Select Start a Group Chat from the menu list.

  1. Search for users to add to your group or select users from the list that appears.

  2. Rename the group if you prefer and click Initiate Chat




Note: The minimum number of participants to start a group chat is three. 

Adding Participants 

To add a new member to an existing group:

  1. Click open the group.

  1. Click the group's profile icon.

  1. In the pop-up that opens, click the Add User  icon.

  1. Search for users by their name or email address in the Search Bar.

  2. Select the user and click the Tick  icon to add them. 



Note: You can also simply type the + icon followed by the name or email address of the person, then hit enter to add them to the group. In the alert that appears, click Proceed to Add.


Removing Participants 

To remove a user from a group:

  1. Click open the group.

  1. Click the group's profile icon.

  1. In the pop-up that opens, hover over the thumbnail of the user you want to remove from the group.

  1. Click the More Options  icon.

  1. Select Remove.

  1. Click Delete in the alert dialog that appears.



Leaving Group Chats

To leave a group chat:
  1. Click the More Options  icon in the chatbox header.

  2. Select Leave Group from the menu list.

  3. Click Leave Group in the alert dialog box that appears.

  4. Select Mute if you'd like to mute the group instead of leaving it.


Creating a Channel     

To create a channel:

  1. Click the + icon next to the Home button.

  1. Select Create a Channel from the menu list.

  1. Enter the Channel Name and Channel Description.

  1. Choose the Channel Type and Visibility.

  1. Select users you want to add to the channel if necessary.

  1. Click Next.

  1. Choose your preferred options regarding channel configuration and permissions.

  1. Once the required options are selected, click Create Channel.




Notes:

  • If a channel is open to all users, members of the organization can find and join it anytime. If it's a closed channel, users can join only when added by an existing channel participant.

  • You can add bots to your channel to automate certain tasks, send notifications, and set reminders. Learn more about the available bots to add to your Cliq channel. 

Setting  Channel Configuration  

In channels, the admin can decide how users reply to chats. They can either use the normal reply, threads, or both. If the reply mode is set to Threads, the threaded conversations will be listed according to what is configured in the settings. To do so:

  1. In the Create Channel pop up select the Reply Mode.

  2. Choose between Normal Reply, Threads, and Allow Both



The admin can also decide whether to notify when users join or leave the channel. To enable this, check the Notify When User Join or Leave option. 

Assigning User Permissions        

What a member can do in a channel is determined by a set of parameters known as channel permissions. These permission can be customized for each channel type.

 

The following permissions are available when creating a channel. Check all that applies for the designated user role.

 

S.no

Permission

Description

1

Edit Channel Info

To edit channel name, image, and description.

2

Add Participants

To add participants to the channel.

3

Remove Participants

To remove participants from the channel.

4

Clear All Messages

To clear the entire conversation history of the channel.

5

Archive Channel

To archive the channel.

6

Delete Channel

To delete the channel.

7

Send Messages

To send messages in the channel.

8

Reply in Thread

To reply to chats in the form of threads.

9

Mention Users

To use @mentions for users, @mentions for teams (org groups), and #tags for channel.

10

Leave Channel

To leave the channel when needed.

11

Host Broadcast

To broadcast the session in the channel.

12

Delete  Messages

To delete messages in the channel.

13

Edit Message

To edit messages in the channel.

14

Start/Schedule Meeting

To start or schedule a meeting in the channel.

15

Pin Messages

To pin messages in the channel.

16

Delete Messages Posted by Others

To restrict who can delete messages sent by others.

17

@all, @available Mentions

To mention all users through @all (all participants of the channel) and @available (only participants whose status is available). 



      

Adding Participants 

To add a new member to a channel:

  1. Click open the channel.

  1. Click the channel's profile icon.

  1. In the pop-up that opens, click the Add User  icon.

  1. Search for users by their name or email address in the Search Bar.

  2. Select the user and click the Tick  icon to add them. 


Editing Channel Information 

To edit channel information:

  1. Click open the channel.

  1. Click the channel's profile icon.

  1. In the pop-up that opens, click the Edit icon.

  1. Edit the channel name and description.

  2. Click Save.



Alternatively, you can also edit the channel information by clicking on More icon, selecting Channel Info, and clicking the Edit  icon on the top-right corner.

Removing Participants 

To remove a user from a channel:

  1. Click open the channel.

  1. Click the channel's profile icon.

  1. In the pop-up that opens, hover over the user's tile whom you want to remove from the group.

  1. Click the More Options  icon.

  2. Select Remove.




Managing User Role

To change the level of permission given to a member:

  1. Click open the channel.

  2. Click the channel's profile icon or the participant icon.

  3. In the pop-up that opens, hover over the user's tile whose permission you want to update. 

  4. Click the More Options  icon.

  5. Select the level of permission you want to assign the user.

Leaving Channel 

To leave a channel:

  1. Click the More Options  icon on the chatbox header.

  1. Select Leave Channel from the menu list.

  2. Click Yes in the alert dialog box that appears.


Note: You can rejoin an open channel at any time. However, if you leave a closed channel, you can rejoin only when an existing channel participant re-adds you. 




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