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titleWARNING: This page is internal-only

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Prior to releasing this feature:

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Info
titleThis feature requires a CommCare Software Plan

This feature (SMS Chat Window) is only available to CommCare users with a Pro Plan or higher. For more details, see the CommCare Software Plan page.

Overview

The Chat Window feature allows you to interact with either cases or mobile workers using a chat window interface. The chat window is available to all projects that have two-way messaging enabled.

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The chat windows can be accessed by navigating to the Contacts section of Messaging. From that page you can search a list of cases and workers and open up a chat window.

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Note: only mobile workers with verified phone numbers and cases that have a phone number specified  (Registering an Individual a Case Contact) will appear in the list. 

Features of the chat window:

  • Displays a messaging history, including both incoming and outgoing messages
  • Has a character counter to ensure that messages are not too long
  • Forces the window to blink when new messages come in, if it is not the active window
  • Multiple chat windows can be open at the same time
  • Multiple web users can interact with the same mobile worker via the chat window

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You can configure some aspects of how the Chat Window works under the Messaging the Messaging tab under General Settings:

 

 

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Below are some details about how each setting works:

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Case Name Display  - determines whether the case property "name" is displayed in the chat window title (default), or another case property. 

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  • Messages sent via the Chat Window will be available via the Messaging Log like all other messages
  • Only mobile workers with verified phone numbers and cases that have a phone number specified  (Registering an Individual a Case Contact) will appear in the list of contacts. 

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