Basil: Chat

Basil features a built-in chat function so you can centralize all of your communication with Team Members and Clients alike.

You can access the Chat feature by clicking on the Chat tab at the top of the page.

Creating Chatrooms:

Basil’s Chat is very similar to other chat systems you may be familiar with. Start a new chat with an individual or group by clicking on the ‘+Add’ button and selecting the type of chat you want to start. This will let you select from a list of users that have completed their Basil registration and are connected to your Basil account.

You can click the speech bubble on the right of the search box to filter by all unread chats.

Sending Chat Messages:

On the right side of the screen is your chat window. Here you can see your chat history with the person you are chatting with as well as compose a new message and emojis at the bottom. Messages you’ve sent can be edited and deleted, and you can reply to a specific message by clicking the three dots to the right of it.

Adding Members to a Chatroom:

The user who initiated a chatroom can add additional members by clicking the three dots for that chatroom on the left panel.

Existing 1-on-1 chatrooms will have the button ‘Add Members’ to convert to a group chat. A Group Chat Name is required upon converting.

Existing group chats will have the button ‘Edit Chat’.

After adding, the new members will be able to see the previously sent messages in that chatroom. The invited members cannot add additional members themselves.

Adding Titles to Chatrooms:

Titles can be added to Chats to aid in the search box.

• When creating a 1-on-1 Chat, you may add a Title for the Chat, however you currently cannot edit an existing Title (unless you delete the entire Chat).

• When creating a Group Chat, add a Title. You may edit this later if needed.

Chat Templates:

You can create a Template for your chats and send them either in bulk or individually as needed. Click ‘Template’ on the top-left and then ‘+Template’ on the top-right to create a new Template. Add a title and message body and click ‘Create Template’. 

You will then see your Template in the chart, along with Actions buttons on the right. Those actions are Edit, Delete, and Send Bulk Chat.

Clicking ‘Send Bulk Chat’ will open a ‘Bulk Chat’ window. Use the ‘Select User’ line to browse for Basil users linked to your account. You cannot add or type email addresses not already in the list. The message cannot be edited before sending. 

Click ‘Send’ to send the message to the selected user(s). 

Please note when you send chats to multiple users at once, the messages will be sent to each individual account and not as a group chat. 

Chat Notifications:

By default, users will only receive notifications when a new chatroom is created. To change the notification methods, go to the ‘Manage Notifications’ page by going to the bell at the top-right of Basil and clicking the gear icon and toggle ‘In App’ or ‘Email’ for ‘Chat Received’. 

By default, notifications will be sent for subsequent new, unread chat messages. The Account Owner can enable or disable daily or hourly follow up notifications for all users through Basil Settings > Email and Chat Settings > Chat Notifications Reminder.