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Chat — The message becomes a ticket.

In Comunik Sphere, the Chat talks to the other apps. A message reports a problem? It becomes a ticket or an activity, with no copying. An email, a client record or a video call is shared in the thread, and the badge under the message shows who created it.

The astrea-livraison group: under Karim Ben Salah's message, the badge of the ticket created from it, and the name of the person who created it.

Create from a message

The Create menu, under every message.

A message's menu offers Activity, Ticket and Opportunity. The form opens filled in with the message text.

  1. Ticket

    A ticket filled in
    by the message.

    "Assign a ticket" links the message to an existing ticket or creates a new one, with the client's text as the description.

    • Create a ticket
    • Link to an existing ticket
    • "Ticket · created by" badge
    The "Assign a ticket" window: link to an existing ticket, or create a ticket with the description taken from the message.
  2. Deal

    A deal
    spotted in the thread.

    Owner, title, description taken from the message, pipeline, stage, amount and currency: the opportunity is created without leaving the conversation.

    • Amount and currency
    • Pipeline and stage
    • Badge under the message
    The "Create an opportunity" window: the owner, the description taken from the message, the Ventes logistique pipeline, the Qualification stage and the amount in dinars.
  3. Activity

    The task to do,
    with its assignees.

    The Activities form opens as a task, with the message text as the description and members as assignees. A message confirms the link.

    • Task, call, meeting
    • Assignees
    • Link to the message
    The "New activity" window: a task prefilled with the message, a due date and two assignees.
  4. GLPI and Odoo

    To your
    support tool.

    "Send to…" pushes the message to GLPI or Odoo, with a category, an urgency level and the attached files.

    • Send to GLPI or Odoo
    • Attached files
    • Tracking badge
    The "Send to GLPI Support" window: title, description, Logistics category, medium urgency and one attached photo.
The "Assign a ticket" window: link to an existing ticket, or create a ticket with the description taken from the message.

Ticket

A ticket filled in
by the message.

"Assign a ticket" links the message to an existing ticket or creates a new one, with the client's text as the description.

  • Create a ticket
  • Link to an existing ticket
  • "Ticket · created by" badge

Share

The client comes
into the conversation.

An email, a record, a ticket or a report can be shared in the thread. Each one appears as a card, with a button to open it in its app.

  • Email shared with its content and attachments
  • Contact or company record, with its badge
  • Shared ticket, opened in one click
  • Drive file and social conversation
  • Statistics report as PDF or CSV

Video and voice calls

From the group to a video call,
with no link to send.

The video button in the header starts a call with a title. A card appears in the thread, members join from it, and the meeting recap is added after the call.

  • Video call started from the group, with an editable title
  • "Join" card in the thread
  • Call from a direct message, recorded in the thread
  • Meeting recap in the thread
The "Start a video call" window above the group, with the title "Point livraison Astréa".

Bots & integrations

Your software
posts in the group.

A bot lets an external app post its notifications in a conversation. You create it in the group info and get its token, with a sample call ready to copy.

  • One bot per need, in the group of your choice
  • An integration token
  • The sample call in curl
The "Bot created, integration token" window: the masked token and the sample curl call.

The inventory

What the Chat connects, and what's missing.

What's in gray doesn't exist yet, or not everywhere (web or phone). We'd rather say so.

Not yet, or not everywhere

With the other apps

  • Email shared in the thread, with its full content
  • Ticket created from a message, or a message linked to an existing ticket
  • Activity created from a message; a phone number found in it can be called in one tap, a date added to the calendar
  • Create an opportunity from a message: on the web; the phone links the message to an existing opportunity
  • Ticket, contact, company, opportunity, social conversation and Drive file cards in the thread
  • Video meeting started from the group, and its recap in the thread
  • Call from a direct message, logged in the thread
  • Statistics report shared in the thread, to download as PDF or CSV
  • Send a message to GLPI or Odoo: on the web only
  • Bots: an external tool posts into a conversation with a token, set up on the web only
  • Outgoing webhooks to another tool: ready on the server, with no screen to set them up

Questions

The Chat and your apps, frequently asked questions.

Short answers to the questions people ask us before a trial.

Less copy and paste between your tools.

The trial connects the Chat to Comunik Sphere Tickets, Directory, Mail and Video.