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21 STEPS
1. To view and search the Ricochet Internal Chat Message history, click Reports
NOTE: Chat Records cannot be deleted. Chat Rooms / Windows can be closed/deleted on the Team Member Sidebar, but all chat history is retained on the platform.
2. Click Chat History
3. Click the Type dropdown to choose whether you want to filter the Chat History by Single or Group chats.
- Single Chats are chats between two users.
- Group Chats are chats between 3 or more users.
4. The Name column indicates what type of Chat it is (Single/Group/Chat Room Name)
The Users column lists each user in the chat.
First we'll select Single
5. If you want to change the filter to see Group Chats, click the dropdown again.
6. Select Group
7. Chats can be filtered also by the status of the chat (Open, Closed or Deleted).
Click the Status dropdown.
8. For this example, we will select Active
9. To choose a different status for the chats, click the dropdown and choose a different status.
10. For this example, we will select Closed
11. There may be no chats listed for the status or group filter selected.
To change the Status again, click the dropdown
12. For this example, we will select Deleted
13. If you want to return to seeing all the chats without filters, first click the dropdown for Type
14. To return to seeing all types (Group and Single), select Type
15. To return to seeing all statuses of chats, click the Status dropdown
16. Select Status from the dropdown
17. To read the chat history, find the chat you wish to read and click View Messages
18. If no messages are showing up by default, click "Search older messages"
19. If you want to search for a specific keyword in the chat conversation, click in the Search box and type your keyword(s) to search
20. If nothing appears, click "Search older messages" to check the historical records of the chat for the keyword(s) entered in the search box.
21. The results will display in the gray box below.
Once finished, click Close
Here's an interactive tutorial
https://www.iorad.com/player/1762776/How-can-I-view-my-employee-s-chat-history-
Copy of text and screenshots from the tutorial/solution:
1. To view and search the Ricochet Internal Chat Message history, click Reports
NOTE: Chat Records cannot be deleted. Chat Rooms / Windows can be closed/deleted on the Team Member Sidebar, but all chat history is retained on the platform.
2. Click Chat History
3. Click the Type dropdown to choose whether you want to filter the Chat History by Single or Group chats.
- Single Chats are chats between two users.
- Group Chats are chats between 3 or more users.
4. The Name column indicates what type of Chat it is (Single/Group/Chat Room Name)
The Users column lists each user in the chat.
First we'll select Single
5. If you want to change the filter to see Group Chats, click the dropdown again.
6. Select Group
7. Chats can be filtered also by the status of the chat (Open, Closed or Deleted).
Click the Status dropdown.
8. For this example, we will select Active
9. To choose a different status for the chats, click the dropdown and choose a different status.
10. For this example, we will select Closed
11. There may be no chats listed for the status or group filter selected.
To change the Status again, click the dropdown
12. For this example, we will select Deleted
13. If you want to return to seeing all the chats without filters, first click the dropdown for Type
14. To return to seeing all types (Group and Single), select Type
15. To return to seeing all statuses of chats, click the Status dropdown
16. Select Status from the dropdown
17. To read the chat history, find the chat you wish to read and click View Messages
18. If no messages are showing up by default, click "Search older messages"
19. If you want to search for a specific keyword in the chat conversation, click in the Search box and type your keyword(s) to search
20. If nothing appears, click "Search older messages" to check the historical records of the chat for the keyword(s) entered in the search box.
21. The results will display in the gray box below.
Once finished, click Close
Applicable User Seat Types
Admin
Galaxy
Booster
Applicable Permissions
Administrator
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