US English (US)
CA French (Canada)
CA English (Canada)

KB Knowledge

Portal
English (US)

Chats and Messages

Updated at April 21st, 2026

Table of Contents

Prerequisites Android iOS

Prerequisites

SMS is an add-on service that must be added to the user in the portal. Please contact your account Team to add SMS to your account.

 

Using the mobile app, you can send a text message to a colleague directly via 'Personal' chat or to a group of colleagues using a 'Group' chat.

The 'Chats' tab displays all your chat conversations and all the messages you've sent and received.

You can also create a new 'Personal,' 'Group,' or 'SMS' chat.

Android

You can initiate a chat with a colleague using one of the following options:

  1. Open your colleague’s profile and press the  ‘Chat’ icon.
  2. Select an existing chat in the ‘Chats’ tab.
  3. You can create a new chat in the ‘Chats’ tab by pressing the icon at the bottom of the screen and then selecting the type of chat you want to create.

Chat Icon

iOS

You can initiate a chat with a colleague using one of the following options:

  1. Open your colleague’s profile and press the ‘Chat’ icon.
  2. Select an existing chat in the ‘Chats’ tab.
  3. Create a new chat by pressing on the ‘Plus’ icon at the top right corner of the screen and then selecting the type of chat you would like to create.

Plus Icon

 

Was this article helpful?

Print to PDF

Related Articles

Sending Messages

Prerequisites: The user must have SMS enabled to use SMS functionality.   Sending...

Listening and Sharing a Call Recording

When you record a call using your mobile or desktop app, the recording synchroniz...