External Chat

This feature is for Enterprise users only and may not be available to you yet. You can learn more by clicking here. Get in touch with us at info@celohealth.com if you'd like to purchase an Enterprise license. 

External chat is a Celo feature that lets users message a non-Celo user. The non-Celo user will be notified through SMS with a link to open the external chat through a browser.

Creating an external chat

Android iOS Web
  1. On your inbox, tap the floating action button ( FAB.png ) at the bottom-right of your screen. The New Chat screen will open.
  2. Select the 'New External Chat'.
  3. Enter the required details of the non-Celo user.
  4. Tap 'Create new external chat' to start messaging.

Additional info

The non-Celo user will get notified via SMS with a link to open the external chat.

Admin rights on External Chat

The creator of the external chat becomes the admin right away.
Admins on external chat will be able to do the following:

  • Add and remove another Celo user to the chat.
  • Edit the external user's details.
  • Add and remove another admin.

Editing external chat details

Android iOS Web
  1. Open the external chat you want to edit.
  2. Tap on the header of the chat. The external chat details will open.
  3. Tap on 'Edit Details'.
  4. You may start making changes and then save.

Adding and removing Celo users to the external chat

Android iOS Web

Adding a user

  1. Open the external chat.
  2. Tap the header to open the details screen.
  3. Scroll down to the participants' list and tap on 'Add Participants' button.
  4. Select the user/s you want to add, then tap the 'Continue' button.
  5. You will be navigated back to the details screen with the user added to the participants' list.

Removing a user

  1. Open the external chat.
  2. Tap the header to open the details screen.
  3. Scroll down to the participants' list and tap on the user you want to remove. A dialogue box will appear.
  4. Select 'Remove from External Chat'. The user will be removed immediately and will lose access to the chat.

Adding and removing admins

Android iOS Web
  1. Open the external chat.
  2. Tap the header to open the details screen.
  3. Scroll down to the participants' list and tap on the user you want to assign as an admin. A dialogue box will appear.
  4. Select 'Make admin' and the user will become an admin immediately.Screenshot 2023-08-07 at 3.45.57 PM.png
  5. To remove an admin, simply tap the user with the admin label and select 'Remove as admin'.Screenshot 2023-08-07 at 3.45.44 PM.png

Leaving the external chat

Android iOS Web
  1. Open the external chat.
  2. Tap the header to open the details screen.
  3. Scroll down the screen and select 'Leave External Chat'. You will immediately lose access to the chat.
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