Chat (Web and Mobile Experience)

Communication between Technicians and the backoffice is crucial to improving efficiency and first-time fix rates. Chat allows all team members to quickly share updates, ask questions, and keep business running smoothly.

The Chat feature is not available out of the box and will need to be enabled for your organization. Once enabled, it will be available to all Web and Mobile users. Please contact your Customer Success manager to learn more!

How to chat on Mobile

1. Open the Zinier app on your mobile device and log in

2. Select the Chat icon in the top right corner of the screen on the Task list

3. In the Chat screen, you should see any open chat threads

4. Select the + button in the top right corner to start a new chat

5. Search for the contacts you want to include

6. Select the Create button in the top right corner

7. Send text, or upload images, videos, and files in the conversation.

8. To add attachments, tap the + button and select from the following options:

• Capture Image: Take and share a photo

• Capture Video: Take and share a video

• Select Media: Select and share a photo or video from your camera roll

• Select File: choose and share a file

• Location: share a pin with your current locations

How to chat on Web

How to initiate a Chat

1. Log in to your Zinier from the web

2. Select the Chat icon in the top right corner of the screen in the application header

3. In the Chat screen, you should see any open chat threads. To start a new chat, Select the Create button in the top right corner

4. Select and add the contacts you want to include in the chat and click Create

5. The channel has now been created and you can now send text, or upload images, videos, and files in the conversation.

How to edit the Channel Information (Name and Icon Image)

1. To edit the channel information, click the “Info” icon at the top right of the chat overlay to open the Channel information panel

2. Click Edit to bring up the Edit channel information popup

3. Enter a new Channel name in the text input field and click Save

4. To upload a channel icon image, click the Upload button next to the Channel image icon

5. Select an image and click Open

6. Click Save to close the Edit channel information popup

7. The channel information has now been successfully updated

Core Capabilities Summary

Manage Contacts / Chat Groups

View and search an organization’s contact list, along with an indication of whether the user is online or offline.

Chat with Team Members

Create group chats or conversations with individual team members who are either on the web or mobile. 

Chat in Context

Users can launch chat within the workflow of a task or work order and automatically capture the Task ID and associated information in the chat, providing valuable context for their communication. 

View Chat History

Users can view all chat history to quickly find the information they need. In addition, users can also search for conversations to find specific information across messages.

Share Attachments (Files and Media)

Users can upload files, videos, and images through the chat interface to quickly share relevant resources across the team. 

Notifications

Receive real-time notifications for incoming chat messages through the web chat interface and notification system and through in-app push notifications on mobile. 

Online / Offline Indicator

Let users know which user is online or not—ideal for small group chats. If a user is online, online users are indicated with a green dot.

Typing Indicators

Allows users to see when another user is typing to keep the conversation flowing.

Read and Delivery Receipts

Lets the message sender know their message has been delivered and read using checkmark indicators next to the message.

Reactions

​​Lets users react to messages with emoji-based reactions.

User & Channel Mentions

Give your users the ability to catch the attention of another user or an entire channel (Group)by mentioning them in chat.

Message Count

Displays the number of unread messages to bring users back into the conversation.

Message Search

Provide users with the ability to search through their messages within a channel or multiple channels.