Use-cases

Event planner: Procurement of required goods for the event plays an important role. However, there may be times when the vendor doesn't have all the goods ready for the event. In such cases, you can quickly chat with your peers to find out what best can be done using this feature.  

 

Software development/ IT: When a feature has been developed, you need to transfer knowledge about this feature to other employees, such as tech writers, marketers, and quality analysts. During such instances, you can schedule a meeting with them right from Zoho Projects.

 

Construction: When you need extra labourers for a building site, you can quickly check with your colleagues over a chat on where and whom to reach out to find the labourers. 

Benefits

1. Start quick conversations
   
2. Engage with users and come up with quick solutions
   
3. Save your chat transcripts for future reference with Zoho Cliq integration
   
4. Facilitate team communication using A/V meetings
   
5. Share screen with other users

Start a Conversation

1. Click Discuss in the left navigation panel.
   
2. Select Discuss over Chat in the drop-down.
3. Click New Conversation in the upper-right corner.
   
4. Select a project.
   
5. Enter a title for the conversation.
   
6. Add participants.
   
7. Click Add.
   
8. A new chat window is opened and ready for use.
   
9. Participants can always come back to Discuss and click on the chat to communicate.

Manage Chats

1. Hover over a chat > click  to edit / delete the chats.
2. Click   to find specific chats.
   
3. Click to narrow down chats by project.
   
4. Click the default status drop-down in the top band to update your status.
   
5. Click the custom status drop-down in the top band to create your custom status or to set to default status.
   
6. Click Check In to log in for the day.

Zoho People Integration is required to set status and Check In.

Start a Meeting 

1. Click Discuss in the left navigation panel.
   
2. Select Discuss through Meeting in the drop-down.
   
3. Click Schedule Meeting in the upper-right corner.
   
4. Select a project.
   
5. Enter meeting title.
   
6. Enter the agenda.
   
7. Add participants.
   
8. Set meeting date and time.
   
9. Click Save.
   
10. A meeting invite is sent to participants.

Disable Chats

1. Navigate to > Marketplace > Zoho Apps > Zoho Cliq.
   
2. Hover over the Zoho Cliq tile and click Configure.
   
3. Toggle the Disable Conversations settings.