Overview
Part 1: Starting a Chat or Direct Message
Open the Chat Window: Click the chat icon on the top navigation bar within MyCase.
A new side panel will pop up. You can minimize it by clicking the minimize icon.
Choose a Conversation Type: Within the chat window, you have several options:
Search for a previous conversation.
Select an existing Channel or create a new one.
Review a Direct message or start a new one.
Start a Direct Message (for listed staff):
Select the staff member's name.
Write your message and send it.
Start a Direct Message (for unlisted staff):
Click the plus sign (+).
Select their name.
Click the Go button to start the conversation.
Send Your Message:
Compose your message.
Click the send button when you are finished.
(You can also add emojis to your messages).
Part 2: Creating a Case-Linked Channel
If you are on a case page (e.g., for a client like Otto Hubbard) and want to create a new channel to keep all messages related to that case in one place:
Go to the Case Page: Navigate to the specific client's case page.
Open Chat Conversation: Click the Communications tab, and then select Chat conversation.
Compose a New Chat: Click the Compose button. This will take you to the chat window to create your new channel.
Add Channel Details:
Enter the channel name (this may be pre-filled if starting from the case).
Add an optional Description or Topic.
Invite Staff: Select the staff members you wish to include from the dropdown menu.
Confirm Case Link: The case will be automatically linked.
By choosing a case, conversations in this channel will be committed to the case record and visible to all users linked to that case.
Finalize Channel Creation: Click the Create Channel button to start your conversation.