How to chat with External Users?

How to chat with External Users?

External users are those who do not belong to your Cliq organization, say vendors, clients, distributors, etc... Communication with external users is established through 1-1 chats, group chats and external channels. This page covers in detail on 1-1 chats and group chats with external users. 
  • Invite external users as your Contacts. Once the user accepts your contact invite, you can start talking with them.
  • To invite, click on '+' of Contacts, enter the email id, select the email from suggestions and proceed. (to know more about inviting, refer links listed at bottom of page)
  • To start a 1-1 chat just look for the user under your Contacts or in search bar and open their chat window. 
  • You can add external users to any group chats if they are your contact. 
  • You can communicate within the group chat with external users even if they are not your contacts. (i.e. external users not added by you in the group chat) 
  • External users from various Cliq organizations can be added in a group chat.

Organization Policy

The policy to chat with external users will be disabled by default. To enable this policy, the admin has to go to the Permissions module, navigate to the Policies section. For more details refer here - Organization Policy



        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          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







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG


                                      All-in-one knowledge management and training platform for your employees and customers.

                                                Create. Review. Publish.

                                                Write, edit, collaborate on, and publish documents to different content management platforms.

                                                Get Started Now




                                                                  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


                                                                        • Desk Community Learning Series


                                                                        • Digest


                                                                        • Functions


                                                                        • Meetups


                                                                        • Kbase


                                                                        • Resources


                                                                        • Glossary


                                                                        • Desk Marketplace


                                                                        • MVP Corner


                                                                        • Word of the Day


                                                                        • Ask the Experts


                                                                          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 Demo

                                                                                                            Get a personalized demo or POC

                                                                                                            REGISTER NOW


                                                                                                              Design. Discuss. Deliver.

                                                                                                              Create visually engaging stories with Zoho Show.

                                                                                                              Get Started Now








                                                                                                                                  • Related Articles

                                                                                                                                  • Role-based chat restriction for direct messaging

                                                                                                                                    Role-based chat restriction provides admin the privilege to restrict users to perform certain actions. To enable/disable permissions, do the following: Navigate to the Admin Panel, under Permissions, select Roles. Hover over the role you want to add ...
                                                                                                                                  • Troubleshooting guide for onboarding external users

                                                                                                                                    Let us look at the possible issues an external user who is trying to join Cliq might face and the solution to help them have seamless collaboration with Cliq. Case 1: A user whose account is registered in a different DC invites a non-Zoho user to ...
                                                                                                                                  • How do I invite users from other organizations to join an external channel?

                                                                                                                                    External channels are mainly used to invite users from outside the organization. Users from the organisation can also be added to these channels. In the case of other organizations, a notification will be sent to join the channel. However, members ...
                                                                                                                                  • How to start a group chat in Cliq?

                                                                                                                                    Group chats are used for engaging and collaborating with more than one individual. You can create a group chat by following the steps below: Click the Quick Actions (+) icon near the search bar in the header. Click Start a Group Conversation from the ...
                                                                                                                                  • Difference between Cross org Users DM, External Channel and Networks

                                                                                                                                    Topic Cross org Users DM External Channel Networks What is it? Users from multiple Cliq organizations can connect via 1-1 direct messages, calls and meetings. A channel where people from two or more organizations can work together. A Cliq network is ...
                                                                                                                                    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