Tutorial

How to message your team from the Zinwe dashboard

Chat sends notes to the Zinwe widget on each person's PC, by email, or both. Use ready-made suggestions, set the priority, and see when it's delivered and seen.

Zinwe team · · 2 min read

Three Zinwe screens: the chat list, the suggestions menu and a sent message.

Short answer: open Chat, pick a person, write (or pick a suggestion), choose how to send it, and press Send. It appears in the Zinwe widget on their PC, and they reply from there.

The screenshots come from our demo account: a sample company with made-up staff.

Step 1: Open Chat

Everyone on your team, one list. A dot shows who's working; a number shows replies you haven't read.

The Chat list of team members
The Chat list of team members

Step 2: Pick a person

You see the whole conversation, including notes about alerts.

A conversation with Karan
A conversation with Karan

Step 3: Use a suggestion

Suggestions fills in a ready message and subject: Quick question, Task for today, Call me, Update Zinwe, Log your day, Data rules, Thank you.

The Suggestions menu
The Suggestions menu

Step 4: Write, set priority, choose how to send

Pick Normal, Important or Urgent, and send via Chat (their PC), Chat + email, or Email only. Email-only notes never appear on their PC.

The message box with priority and send options
The message box with priority and send options

Step 5: Send and follow it

Each note shows Sent, then Delivered when it reaches their PC, then Seen when they open it.

The sent message on its way to Karan's PC
The sent message on its way to Karan's PC

Good to know

  • There's also a floating Chat button on every page for a quick note.
  • Team chat is on every plan.

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