Archive or Close a Chat Conversation
Many providers archive chat conversations to keep conversations organized, and identify conversations that no longer need a response; think of archiving a conversation like archiving an email thread. Archiving is to help providers keep their list of chat conversations organized according to their preferences. For example, if a provider archives a conversation, that does not archive the conversation for the other participant(s).
Alternatively, closing a conversation ends the conversation for all participants. When a conversation is closed, clients will see that the conversation has been ended, and will not be able to add any replies. Closing a chat is ideal for ending a community group chat or discontinuing an individual client from continuing to message. However, closing a chat does not disable Chat for a client, this can be done within the client's settings.
IN THIS ARTICLE:
Archive a Chat Conversation
To archive a conversation:
- Click to open the conversation you'd like to archive.
- Click [...] at the top right > Select Archive
Clients will not know that you have archived the conversation. To continue messaging with your client, you'll need to start a new conversation.
Note: If a client is archived, you can respond to their chat message, but you will need to click on the Archived section.
Accessing Archived Conversations
You can access all Archived conversations within your chat inbox.
- Go to your chat inbox from the web browser
- Click Archived on the left side of the page.
You'll now be viewing all archived conversations and can respond to chat messages.
Unarchive a Chat Conversation
To unarchive a conversation:
- Go to your chat inbox from the web browser
- Click Archived on the left side of the page.
- Click to open the archived conversation
- Click [...] on the top right > Select Unarchive
Close a Chat Conversation
As an alternative to archiving a conversation, providers can also close a chat. Clients will still be able to see the conversation, but they will not have the option to reply to closed chats. Individual and/or group conversations can be closed.
To close a conversation:
- Go to your chat inbox from the web browser
- Click to open the active or archived conversation
- Click [...] on the top right > Select Close
- Confirm by clicking Close Conversation
Only providers can re-open a closed chat. They can do so by clicking on the message thread > Re-Open Conversation
Archive or Close a Conversation from the Mobile App
Conversations can also be managed directly from the mobile app
- Open the chat conversation when logged into Healthie's mobile app
- Click [...] on the top right
- Select your action from the menu (archive, close, etc).
