Chats
How to: Send Media Files through Chat
You can send media files as a URL through chat to your participants. This sends a web link that the participant will click on to view the file. This option does not require MMS to be enabled on your account, for more information about MMS visit: How ...
How To: Send Link to Upload Documents in Chat
Customizable links can be sent to participants to request for information. These unique links are sent through chat and are used to request a list of things such as proof of identification, pregnancy status, or proof of wages. This feature allows for ...
How to: Include Clinic in Chat Response
he option to Include Clinic in Chat Response displays the clinic name in the chat text. The clinic name displayed is the clinic name associated with phone number selected to send the chat message from. To enable the Include Clinic in Chat Response ...
How to: Display MMS Messages as links in Chat
Multimedia Messaging Service or MMS is a way to send messages that include multimedia content. You can opt to have these MMS messages display as a clickable link rather then displaying the image directly in chat. This feature allows chats to load ...
How to: Automatically Unassign Chats
The Auto Unassign Chats feature allow you to automatically unassign chats in the evenings after a certain number of days. You can set chats to automatically unassign at the end of the day, 2 days, 3 days, 5 days, or 7 days. To enable the Auto ...
How to: Automatically Close Chats
The Auto Close Chats feature allow you to automatically close chats in the evenings after a certain number of days. You can set chats to automatically close at the end of every day, 2 days, 3 days, 5 days, or 7 days. To enable the Auto Close Chats ...
How to: Assign Chats to Users
Chat assignments help you and your team stay organized in the Teletask Portal. You can assign chats in different ways, including bulk assignments. Quick Assign to Self You can assign a chat to yourself quickly by pressing the Assign to Me arrow list ...
Chat Changes
New Chat Changes have been released! These changes were based on customer feedback and will help streamline your chat experience. Here is a summary of the improvements: Chat Templates can now be selected from a list Chats Filters have been collapsed ...
How to: Use Chat Notes
Chat Notes allow you to add quick internal note to a chat message. Notes can be viewed by all staff who can see the chat message. They can be used for things like noting a phone call, special circumstances, or steps that need to be taken. To learn ...
How to: Set-up Out of Office Auto-Response for Chat
An Out of Office Auto-Response allows you to configure an auto response to send when the Office or Clinic is closed or when responses are received outside of normal working business hours. To learn more about creating an Out of Office Auto-Response, ...
How to: Add Subjects to Chat
Chat Subjects allow you to organize your chats in the Teletask Portal. You can assign different subject to remind you what chats are about such as rescheduling an appointment. They can also be used to sort chat messages, To learn more about creating ...
How to: Utilize Filters in Chat
Chat filters help you and your team stay organized in the Teletask Portal. You can organize your chats in different ways, including by their status, assignment, location, or subject These steps will walk you through the different chat filters and ...
How to: Enable Notifications and Preferences for Chat
Chat notifications will alert you when you have unread chat messages waiting for a response. They can be set up as a sound, email, or text notification. These steps will walk you through setting up your notifications. Configure Preferences for ...
How to: Create a Chat Message
The Chat feature allows you to send messages to a client/contact through their mobile phone's SMS Texting capability. This two-way communication allows for a faster response time while maintaining records of the conversation. Note: to send images ...
How to: Send and Receive Images in Chat
Multimedia Messaging Service or MMS is a way to send messages that include multimedia content. Examples of multimedia include image files such as .jpeg, and .png. This means that you can send images of documents such as completed forms through chat ...
How to: Add a New Contact through Chat
Sometimes you need to send a chat to someone who is not in your current client/contacts list. These steps will walk you through creating a new chat message and adding that number to the contacts list. Log-in to: https://hms.teletask.com/, your email ...