Team Chat is part of the Engagement Module. If you are interested in learning more, CLICK HERE to request a demo!
Team Chat allows you and your team to send messages from your Dental Intelligence browser or via the Dental Intelligence mobile app.
Open Team Chat in a New Window for Easy Viewing
To keep Team Chat visible as you work, you might find it easier to have Team Chat open in another window. To do this, you'll need to install the Engagement Google Chrome extension.
Please note: This feature is available for Google Chrome users only.
Click on Team Chat, then click on the pop-out icon
Click on the message that appears in the upper right corner of your dashboard to install the Engagement extension
In the new window that opens, click Add to Chrome. Click Add extension to begin the download
The extension will download and a confirmation will show in your window when successful. When finished, refresh your Dental Intelligence dashboard
After the page has refreshed, click on Team Chat. Click on the pop-out icon. The Team Chat messaging window will open in a new window from the Dental Intelligence dashboard
Send Individual Messages in Team Chat
Important note: You must have more than one (1) user set up in Dental Intelligence in order to utilize Team Chat. Each user must be given permission to access Team Chat. Learn more here. To enable the team chat feature, an admin must:
Navigate to Dashboard > Settings > Users
Locate the user who needs access to the team chat feature
Click the three-dot menu next to their name and select Edit
Open the Integrations tab and check the box for Chat User
Save the changes
Click on the chat bubble icon
Click on the pencil icon to create a new message
Search for or select a team member to start a new chat
Type your message and add gifs or emojis if desired
Click Send
Sending Group Messages in Team Chat
Click on the chat bubble icon, then click on the pencil icon to create a new message
Click Create a new group
Search for and select checkboxes next to team members to add them to the conversation group, then click Create
Add a group name or choose one later
Type your message and add gifs or emojis if desired
Click Send
Troubleshooting messages that fail to send
If you encounter an issue with sending messages in Team Chat, please make sure that you have more than one (1) user set up in Engagement. Team Chat requires at least (2) Engagement users in order to send/receive chat messages.
Next, please contact your IT Support team and request that they whitelist the following URL: https://chat-us-east-1.stream-io-api.com
Lastly:
Refresh the Engagement Dashboard: The chat icon should appear at the bottom left of the screen after refreshing.
Log Out and Back In: If the refresh doesn’t resolve the issue, try logging out of your account and logging back in.
Verify Permissions: Ensure that your admin has assigned you the necessary permissions for Team Chat access.
Edit Open Team Chats
Select the three dot menu to the right of the chat to view additional options. Individual Chats will provide the option to Hide or Mute the conversation
Hiding a conversation will move it to the Hidden tab
Muting a conversation will allow you to stop notifications
Group Chats will provide options to View Details, Hide, Mute, Archive, and Leave the conversation
Send a Message in the Dental Intelligence Mobile App
Install/open the Dental Intelligence mobile app on your smartphone
In the mobile app main menu, tap Team Chat to start chatting with your team
Important note: If you are logged into Dental Intelligence on your computer, the mobile app does not push Team Chat notifications to your phone. Team Chat push notifications are sent to your phone only if you are logged out of Dental Intelligence on your computer.