Contacts  

To initiate one-on-one chat with contacts:

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

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

3. 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.

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

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

4. 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.

2. Click the group's profile icon.

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

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

5. 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.

2. Click the group's profile icon.

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

4. Click the More Options  icon.

5. Select Remove.

6. 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     

Learn more about the different channel types

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.

2. Click the channel's profile icon.

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

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

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

Editing Channel Information 

To edit channel information:

1. Click open the channel.

2. Click the channel's profile icon.

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

4. Edit the channel name and description.
   

5. Click Save.