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Reading a Client's Conversation With ℚ

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How firm staff read a client's conversation with ℚ, in the app or by text, from the client's case in the Quilia portal. Messages sent by text are marked SMS, and a ℚ reply that recorded something on the case is marked Saved, with a receipt of exactly what was saved and where.

The panel is read only; staff reply with CaseChat. After each conversation, ℚ writes a short note that sums it up and goes to the firm's case management system.

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Transcript
Every conversation your client has with ℚ, in the app or by text, is saved on their case. Open the case and select Open ℚ conversation. The number shows how many messages there are. Messages marked SMS came in by text. When ℚ recorded something, its reply says Saved. Click it to see exactly what was saved, and open where it landed. The panel is read only. To write back to your client, use CaseChat. And you don't have to read them all. After each conversation, ℚ writes a short note that sums it up, and it goes to your case management system.