Chat management system

The Chats module provides two distinct communication channels to separate general inquiries from specific project discussions.

The General Chat is used for day-to-day communication and firm-wide support.

Central Hub: Admins can access all ongoing conversations from the sidebar under Chats > General Chat.
Internal Networking: This area is used for general discussions between the Admin and registered clients or employees.
Access Control: You can enable or disable this feature for individual staff members by toggling the General Chat permission in the Client Employees section.

📂 File and Media Sharing Capabilities
To ensure a smooth audit process, the chat system supports several types of interactions:
Document Uploading: You can send and receive critical audit documents (such as PDF or Excel files) to clarify service requirements in real-time.
Image Sharing: Users can upload images for quick visual confirmation of receipts, tax forms, or identity documents.
Contextual Attachments: In the Service Chat, these uploads are typically used to discuss specific items related to an active File ID.
Centralized Record: Any file shared within the chat serves as a supporting communication record alongside the official User Uploaded Documents found in the service details.

The Service Chat is a specialized channel dedicated strictly to active service requests and client-submitted audits.

Service Specific: This channel is used to discuss specific requirements, document clarifications, or updates for a particular Service Request.
Collaboration: It allows assigned Operators and Client Employees to communicate directly regarding the technical details of a file, such as TDS or GST filings.
Integrated Workflow: By keeping these discussions separate, the system ensures that project-specific information is always easy to find and linked to the correct audit record.

📂 File and Media Sharing Capabilities
To ensure a smooth audit process, the chat system supports several types of interactions:
Document Uploading: You can send and receive critical audit documents (such as PDF or Excel files) to clarify service requirements in real-time.
Image Sharing: Users can upload images for quick visual confirmation of receipts, tax forms, or identity documents.
Contextual Attachments: In the Service Chat, these uploads are typically used to discuss specific items related to an active File ID.
Centralized Record: Any file shared within the chat serves as a supporting communication record alongside the official User Uploaded Documents found in the service details.

When using the chat interface, you can manage your communications efficiently:

Contact List: View all active conversations with the client’s name and their most recent message.
Real-Time Indicators: Track unread messages with red notification badges to ensure no client inquiry is missed.
Search: Use the search bar at the top of the chat list to quickly find a specific client or start a new conversation.

Getting started (Admin Setup)