Send direct messages to users. CoachLogix offers messaging to individual users and groups! Messages can be sent to internal users and engagement participants from other companies. Choose between sending a private individual message or sending a group message to multiple people.
 

Chat from the Messaging Center

  • Click on the Chat icon and then Open Messaging Center.
  • Click New Message and then select the person or people you would like to chat with.
  • If you are sending a group chat you can give the chat a title and a description.
  • Type in your message and click the Send icon.

Users will be notified via their email and app that you sent them a message.

 

 
 

Start a Chat from an Engagement

  • From your Engagements page select an Engagement or create a new one.
  • Click on the Coach or Coachee from the top left.
  • Select Start a Chat with Coach/Coachee from the window popup.

Helpful tip: Add Employees by clicking Settings > Employees. Adding Employees enables them to be included in message feeds.
 

 

 To learn more about adding Employees click here.
 
  

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