The XTRF Chat is a dedicated chat space where you can conveniently communicate with the project manager, project coordinator, and other vendors working on a specific project.

XTRF Chat comes as:

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• A standalone web application

• A standalone mobile app.

Each version of the XTRF Chat has a similar chat window design that consists of:

1. Workspace name.

2. Tabs:

   1. Ongoing (contains only jobs from open projects and quotes)

   2. All (contains all jobs, including the ones from closed projects and quotes)

   3. Settings.

3. List of linked jobs.

4. List of job-related chat rooms.

5. App section, where the active apps appear.

Workspaces

Depending on how many of your clients use the XTRF Chat app, you can belong to one or several workspaces.

You can switch between workspaces after signing into XTRF Chat.

In each workspace, you will see the list of jobs you are assigned to.

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Chat rooms

Each of your jobs will have two chat rooms available:

All project members chat room

This chat room includes all members of the project:

• Project manager

• Project coordinator (if assigned to the project)

• All vendors assigned to the jobs in the project

Project managers individual chat room

In this chat room, you can talk privately to the project manager and coordinator. Both your and the project manager's or coordinator's names are displayed in this room.

Chat room life cycle

When the project to which your job belongs is finished, the associated chat rooms are automatically removed from the Ongoing tab. However, in the All tab, they are still viewable and can be used for chatting. Chat rooms are never removed from the XTRF Chat.

To protect your privacy and clients' sensitive information, vendors might be anonymized in the chat rooms. When anonymization is enabled, vendor names are replaced with a random pseudonym referring to a plant name (e.g., Loosestrife, Elephant Ears, etc.). 

• A pseudonym is assigned to you automatically.

• You always have the same pseudonym assigned in all chat rooms within a workspace. 

• Managers can always see your avatar and real name.

• You can only see the pseudonyms of other vendors and the pseudonym initials instead of avatars in the All project members chat room.

• Manager names are never hidden.

• Deleted users' messages will be displayed with question marks as avatars and the Deleted name.

The messages sent in any variant of XTRF Chat (Home Portal-embedded, standalone web, and mobile app) are instantly viewable in all of them.

Message audiences

• The messages sent in the All Project Members chat room are visible to every member, and every member can respond.

• Messages sent in the individual chat rooms are only visible to the managers who joined this chat room.

• You can only view the messages in your own individual chat rooms.

The XTRF Chat notifies you about new messages directly in the chat interface. Whenever you have an unread message, the XTRF Chat informs you about it by displaying the number of unread messages next to the related workspace and specific chat room on the right.

E-mail notifications

If you have any unread messages for longer than two hours, you will automatically get an e-mail notification informing you about the number of unread messages in a specific workspace.

You can turn the notifications on and off in Chat settings. For details, see the Manage your XTRF Chat account | Turn off the email notifications guide.

Push notifications

If you're using the standalone XTRF Chat web app, you can configure push notifications by going to your browser settings.

In the XTRF Chat mobile app, push notifications are turned on by default. You can turn them off in your phone's settings.