Charcha

1 Charcha: your team's chats, groups and channels What Charcha is, its five sections, how to start a chat, and who can read what. 2 Sending, replying and threads Reply with a quote, reply in a thread, mention people, react, attach files, and edit with the history… 3 Deleting, pinning, forwarding and who has read it Delete for yourself or for everyone, pin a message to the top, forward it, and see who has… 4 Mute, pin, archive, and your status Keep your list in order, and tell people what you are doing with a status. 5 Groups and channels: making and running them Make a group or a channel, add people, decide who may post, delete and use @everyone, and turn… 6 Meetings by link Schedule a meeting with a Google Meet, Zoom or Teams link, pasted or made from your own account,… 7 Broadcast down the reporting line One message from a manager to the people under them, each in their own chat, with read counts. 8 Charcha settings, and who may do what How Enter behaves, the business's delete window, the six rights on a role, and what Charcha does not… 9 Polls and voice notes Ask a question with choices and watch the votes come in, or say it instead of typing it. 10 Notifications, even when JAI CRM is closed Turn on notifications for your browser, choose whether they show the words, and know when you will get… 11 Work from a message: tasks, records and approvals Turn a message into a task, link a lead, deal or invoice with #, approve a quotation from… 12 Remind me about a message Be reminded about any message at a time you choose, and keep track of what is due in… 13 Checklists that tick themselves A checklist in any chat: items ticked by hand, items a record ticks for you, and targets for… 14 Visits: a ring before you go, and notes you can speak A reminder before every visit you are down for, with directions, and visit notes you can say instead… 15 Send my day: a day report that writes itself A report of your day put together from your work in JAI CRM: the day's figures, what you… 16 Exhibitions: a channel for the stall team Every exhibition gets its own Charcha channel: a tally that counts itself as cards are scanned, a closing… 17 AI in Charcha: catch up, draft tasks, write the day note What did I miss? sums up a busy chat, Draft with AI turns a message into tasks, Write… 18 A conversation on every lead, deal, task and invoice Each lead, deal, task and invoice can have a Charcha conversation of its own, in its Charcha tab:…