Charcha: your team’s chats, groups and channels

Charcha is the team chat inside JAI CRM. Your people talk in direct chats (two people), groups (private, for the people chosen) and channels (for a topic, open to the business or private). Messages, typing and read ticks arrive the moment they happen; there is never anything to refresh. Charcha is in every plan and every role can use it.

Where to find it

• The sidebar: Charcha sits just under Business overview, with the number of chats waiting for you.
• The top bar: the Charcha icon opens a chat box from the right over whatever page you are on. The arrows at its top open the full page.
• The quick bar: Charcha is first on a quick bar nobody has arranged yet.

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Start a chat

1. Open Charcha and press the blue + at the top of the list.
2. Choose New chat, New group or New channel. Groups and channels appear only if your role allows you to make them.
3. For a chat, pick the colleague. For a group or channel, give it a name, say what it is for, and tick the people.
4. Write in the box at the bottom and press Enter to send. Shift + Enter starts a new line.

The five sections

Each section shows how many of its chats have something unread. All, Unread and Archived under the sections narrow the list, and the search box finds a chat by name and a message by its words.

Who can read what

• A conversation’s messages can be read only by the people in it. Nothing else gives access: not being the owner, not being an administrator.
• A direct chat is between its two people. The owner cannot read it.
• A file sent in a chat opens only for the people in that chat.
• Customers and suppliers who sign in to the portal never see Charcha.

On a phone

Charcha shows one screen at a time: your chats, then the conversation, then a thread, each with a back arrow. Press and hold a message or a chat for what you can do with it.

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