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How to Use Group Chat

Group chat enables you to include multiple staff members in a chat with a singular candidate to easily collaborate and lend additional support.

Greg Vendetti avatar
Written by Greg Vendetti
Updated over a week ago

1. Login to your RiseKit account at Staff Portal.

2. Navigate to the left-hand menu.

3. Click Chat and search for the name of the candidate with which you wish to have a conversation.

4. If a conversation does not yet exist, click +Candidate to find the candidate's name and click +Chat to invite them to a new chat. A new chat should appear in your Primary chat window with their name.

5. Click the candidate chat to bring up the chat window. Click the blue "+" > Create New Group.

6. Choose a group title (ex: Riley's Search for Housing) and click Create.

7. A new tab will appear at the top of the chat window with your new chat group.

8. Click your new group chat tab and then the blue "+." From here you can add staff or even RiseKit user outside your organization such as referring nonprofit contacts.

9. Click Add staff and choose the staff within your network who you'd like to join the chat.

Note: If the desired staff member is not listed after clicking Add staff, return to the previous view and click Invite external user. Enter the person's information to send a chat invitation.

10. Once invited, their name(s) will be reflected in the right-hand list of Chat Participants.

11. Candidates will be notified via text/email that a new chat has been started with them. Staff members will receive an email sharing the same type of notification. ​

To learn how to "REPLY" to a group message, see this article.

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