Group chat enables multiple staff members to collaborate with a singular candidate by inviting unassigned and assigned staff members into a chat room. With group chat, nonprofit staff can rally around a candidate and better serve their needs by introducing additional resources to assist in getting program participants from A to B in their journey to self-efficacy and sufficiency.
To protect the privacy of candidates, we created a tab system on the chat room. The tab system enables staff members to maintain their 1:1, private conversations while easily navigating through group conversations within the same view.
Navigation:
After logging in to your RiseKit account at Staff Portal, you can access group chat in one of two ways:
From the left-hand navigation menu, select "Chat" from the left-hand side and search for the name of the participant you want to communicate with.
From the Participant Profile, click on "Candidates" and search for the participant you want to communicate with.
Click on the participant's name to pull up their profile and select "Go to Conversation".
To Add a Group Chat
From the Chat Conversation, select the "+" in the top right corner.
Name your New Group Chat and click "Create".
The new Group Chat will appear on the top as a tab.
Click on the group chat tab you want to access. The tab will show the history of the conversation as well as the Chat Participants. When the chat is initially created, it will only include you and the assigned candidate.
To add additional participants, select the "+" in the top right corner.
Choose either to "Add Staff" or "Invite External User" and follow the instructions on the webpage.
Type the name(s) of the individuals you want to add as chat participants and select "Invite" when you are finished.
You can find the correct person to add to the group chat in the Contact section of the resource. If the staff contact is not listed, but you know who to contact, select to add an external user.
Type a message to begin a referral to the new organization on behalf of your candidate.
Notifications
Candidates will be notified via email or text that they have a new message.
Added staff will receive an email notification that they have been added to a group chat and received a message.
To learn how to "REPLY" to a group message, see this article.