- Knowledge Base Home
- Basil
- FAQs: Chat
-
Qbox
-
Basil
- FAQs: General
- FAQs: Signing up for Basil
- FAQs: Adding Clients
- FAQs: User Types and Roles
- FAQs: Adding Team Members
- FAQs: Adding Owner Firm
- FAQs: Folders
- FAQs: Documents (Files)
- FAQs: Moving Files
- FAQs: Restoring Files
- FAQs: Tasks
- FAQs: Projects and Workflow
- FAQs: eSignature and KBA
- FAQs: Storage
- FAQs: Import
- FAQs: Search
- FAQs: Notifications
- FAQs: Billing and Payments
- FAQs: Billing and Invoicing
- FAQs: Calendar
- FAQs: Chat
- Getting Started with Basil
- Basil Help Guides
- Basil Education
How do I initiate a Chat?
You can initiate a chat with a Team Member or a Client User on the Chat tab. Click +Add, and select New Chat. Select a user from the dropdown list and select Add to Chat. Please note that you can only initiate a Chat with users who are sharing the workspaces that you are part of.