How to start a chat with multiple users from the legacy chat desktop.
Before you begin
Role required: agent
About this task
To start a chat with multiple users from the chat desktop (requires zaccess rights):
Procedure
Click Create Room on the favorites list toolbar.
Figure 1. Add room
Enter the room details (see table).
Click Create Room.
An invitation appears in the favorites list of all invited users and a new chat window opens on your chat desktop.
Figure 2. Chat task create
Table 1. Chat task create
Field
Value
Room name
Enter a name to appear on the chat window header or click the Generate a unique room name button (Figure 3. Room name generator) to use a system-generated name. The default name for a room created from a task is Chat Room for <Task Number>.
Description
Enter a room description that appears under the name in the rooms list. The default description for a room created from a task is <Short Description>.
Password
Enter a password, if desired. If a password is specified, only users with the password can join the chat room.
Room avatar
Upload an image that appears beside the room name in the list of rooms. Click the picture and browse to the desired image file.
Features
Select all applicable check boxes:
Public if all users can see the room in the rooms lists.
Members Only if only invited users can join the room.
Temporary if the room is not saved once all participants have left. This feature is not available for rooms created from tasks; task chat rooms are always available on the task
record.
Invite
Add invited users by using the Add users to a watch list. For a room created from a task, you can also select all applicable check boxes:
Assignment group: invite all users in the assignment group for the task.
Watch list: invite all users on the watch list for the task.
