Harbiz allows you to customize how and with whom you communicate using the in-app chat. Below, we explain all the available options to help you tailor the chat feature to your way of working.
1. Which clients can you chat with?
You can choose whether you want to chat with all clients or only with those assigned to you:
Yes, chat with all clients: Full access to communicate with any client in your account.
No, only with assigned clients: Communication is limited to the clients you manage directly.
2. Do you want to limit the number of messages each client can send you?
Yes, limit messages per client: You can set a maximum number of messages a client can send per month.
No, unlimited chat: Clients can send messages without any restrictions.
3. Do you want to receive feedback as messages in the chat?
When a client completes an activity from their plan, they can leave a general comment. You can choose whether to receive that comment as part of the chat conversation:
Yes, receive the comment as a message
No, do not show it in the chat
4. Can your clients send voice messages through the chat?
Decide whether to allow voice message sending:
Yes, allow clients to send voice messages
No, hide the voice message option from clients in the chat
5. Automatic welcome message
You can customize a welcome message that will appear in the chat for new clients as soon as they are added. This message is optional.
Example of a configured welcome message:
Hi! Welcome! I’ll need 24 to 48 hours to prepare your plan, and I’ll notify you here once it’s ready 😀
