How to Send Direct Messages/Private Chat
You can send a direct message to an analyst or anyone else by clicking on their name in the chat. It will show you a pop-up with the chat icon, clicking on which will open up a private chat window.
Using the magnifier, you can search for the username of the person to whom you want to send a message. Clicking on the desired name will open the chat window.
How to Send a Message in a Chat Room
To send a message in a chat room, scroll down to the chat room, and you will see a box as shown below.
To address a specific user, type @ and their name (e.g., @john.doe) in the message. Their username should autocomplete if they are in the chat room. Sending the message this way will send them a notification.
How to Edit or Delete a Message
You can easily edit or delete your messages by clicking on the three-dot menu next to the message and selecting the “Edit” or "Delete" option.
Replying and Threading
When you reply to a message, you have three main options: Reply in Thread, Reply in Direct Message, and Quote.
Reply in Direct Message moves the conversation to a direct message with whomever you are replying to, in case you’d prefer to speak more privately.
Quote works the way our previous reply did, e.g.
Reply in Thread is different in a couple of ways. When you reply in the thread, your message will appear in the main chat room but in smaller font. At the same time, the conversation will continue in a separate thread, and the initial post will have a blue button appear, showing how many replies the conversation has had.
To read the thread, you can click on the chat bubble; the threads will open on the right side.
Once in the thread, click the "X" in the top-right corner to get out of the thread.
How to Star a Message
To see all starred messages, click the three vertical dots in the top-right corner of the chat box (to bring up the side menu), and then click on “Starred Messages”:
How to Search Messages
To search past messages, click on the magnifying glass icon and enter a search term:
To jump to any desired search result’s location within the chat, simply type the search item by clicking on the magnifying glass and then click on “Jump to Message”.
How to View Any File in Chat
To view any files that were added to the room, click on the Files icon, as shown below.
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