Help Center

# The "Chat" Tool

Chat Icon

The Chat Tool is used for written communication between session participants and for additional documentation of important statements. It enables a structured exchange that is automatically logged.

Expand Table of Contents

# Basics & Access

  • Adding: Click the chat button in the sidebar. You can add as many separate chats as needed to a session.
  • Integrated Chat: Most graphical tools (e.g., Whiteboard) feature an integrated chat area. This provides the exact same functionality as the standalone Chat tool.
  • Saving: All content is saved automatically and remains available for logging and review.

The Chat Tool

Figure: The Chat tool in the workspace view

# Composing and Sending Messages

The input field for your messages is located below the chat history.

  • send Sending: Click the send button or press the Enter key.
  • Line Breaks: To write multi-line text, use the keyboard shortcut Shift + Enter.
  • History: Each message is displayed with sender identification (name/photo), a timestamp, and, if applicable, a category icon. If your messages do not show a portrait yet, go to My Account outside of the session to upload a profile picture.

# Question Templates (Expert Feature)

contact_support Select Question from Templates

Licensees (Moderators/Coaches) have an additional button to access professional questions from a predefined catalog.

Template Dialog

Figure: Dialog for selecting question templates

Functions of the Template Dialog:

  • Context Sensitivity: The selection automatically adjusts to the session format (e.g., Business Coaching) and the current session phase (e.g., Goal Setting).
  • Flexibility: You can manually change the phase within the dialog to access other template sets.
  • Address Toggle: Switch between Formal (Sie) / Informal (Du) to automatically adapt the templates to the preferred tone for your target group.
  • Preview & Editing: Clicking a question transfers it to the input field. You can then finalize the text before sending it.
  • Customization: With the appropriate license, custom text templates can be pre-configured via the Administration settings.
  • Inspiration: The templates are designed to be inspiring and can serve as a starting point for your own ideas, even if the result isn't ultimately posted in the chat history.
  • Tool Reference: Selecting the "Tool" category provides specific suggestions from the templates on how to effectively integrate the current tool into the conversation for maximum benefit.

# Sender Information & Categorization

Sender Information

Figure: Categorizing the message

By clicking the triangle next to the sender icon, you can categorize your message. This significantly simplifies the later review of the protocol:

Category Meaning
Name / Portrait Standard message under your own name.
Minutes Marks the message as documentation of a statement made by someone else.
Information Graphically highlights important facts or notes.
Decision Marks jointly reached decisions for later evaluation.

# Editing Messages

You can correct your own chat messages even after they have been sent:

  1. Move your mouse over the message in question (Hover).
  2. Click the icon edit (Edit own text message).
  3. After the correction, a pencil symbol edit_note appears next to the text, transparently indicating the change to all participants.

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