---
title: Configure and Use the Chat Feature
description: Enable and configure chat features for real-time communication between candidates, clients, and agencies with centralized conversation management.
---

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# Configure and Use the Chat Feature

## Enable and configure the chat feature from Global Settings to allow real-time communication between candidates, clients, and your agency. Customize default messages, activate support chat, assign default agents or managers, and manage conversations directly within the platform. This setup ensures structured and centralized communication across the app.

Lets get started 🚀

### **Enable and Configure Chat Settings**

Follow the steps below to activate and customize the chat feature:

**Step 1**: Log in to your agent dashboard and click **More \> Global Settings (old)** as shown in the screenshot below.

![](https://staticfiles.gleap.io/gattachments/wO94cAy93xqfcZLtdYDr5aHcrBk5tGr8WMTf8Ne50DKbZTbb9yPZRg87TdF098ISxj37P7huAIU.png)

**Step 2**: From the available tabs, click the **App** tab.

![](https://staticfiles.gleap.io/gattachments/JgeSWK7KqOEPhxXoCEeY21lkY8Q7adfqEt3fOal2VpwzUUiRkPCvNzmDH5T2I6c29fTsTSXtNgn.png)

**Step 3**: Scroll down and click the **Chat** option to view and expand its details.

![](https://staticfiles.gleap.io/gattachments/PlOxFgYOp4ZjgC0VWsTzxotufpnX7YY9FbSX0518tvTX7WMMqp2UJC6KN4rG4Nyt1l0y5ycifO6.png)

**Step 4**: Check the **Use chat feature** checkbox to enable the chat functionality.

![](https://staticfiles.gleap.io/gattachments/vcNQhbFwqiNcQGr7d2Y8kvphZjIXGmL18Hy5PjSb2zapp7LHGJp47Gx24RWXWnhwbfbjQ5GTyZh.png)

**Step 5**: Here, you can add a customized message according to your agency’s preferences, which will be displayed to candidates and clients when there are no chats available on their side.

![](https://staticfiles.gleap.io/gattachments/WnyTfNNc6tirRm6xQmzFTko19PJsEJWO11ErQzKWqmaMqipSFm5VKDt13Bwu5D9KLrhasppUtFC.png)

If no custom message is added, the default system message will be displayed. The screenshot below shows how this appears on the candidate side when there are no active chats.

![](https://staticfiles.gleap.io/gattachments/eoCyr2GJvrHzHC8ChjWwzmFY8lBbi3A541hAlz4PqFj4GXAP3JFAr8e1PG9VhRro9gynq30hJgZ.png)

**Step 6**: Check the **Enabled support chat** checkbox if you want the candidates or clients to directly contact the agency.

![](https://staticfiles.gleap.io/gattachments/SEoHZUW3AnrvG3Q15L6zMLftirrZVhxtyrptPL6t1i1G2g5L5JuolGIknKOQ6JGrLwpCKyo3hlh.png)

**Step 7**: Choose the **Default Agent** from the dropdown menu.

This field is required. New support chats will be assigned to the selected admin if no manager is assigned to the candidate or client.

![](https://staticfiles.gleap.io/gattachments/r2hel5U1HB1st0nVAQzpF94Bl6xWdn9W9vbeZHBRwvP0EBBMNZLkPLvfqdJpHBlFcvukiXxxIvp.png)

**Step 8**: Add a **Help Text** message that will be shown before candidates or clients initiate a support chat for the first time.

![](https://staticfiles.gleap.io/gattachments/G6pmnJV1MHZap7WrayR4GLfdmSr8LcdePhRlJv9qFcwdy90qReZZIUMOBgaZLd5DBsmfnRD2Cn2.png)

**Step 9**: Click the **Update** button to save the changes.

![](https://staticfiles.gleap.io/gattachments/tVEkbEelBFTSMlS4KDXlqF1lsaiM2qeNqAmefACZ8xT0vtiKZgPmM9Xu0MoHgIeqrdR8vutCIyP.png)

 

### **Assign a Manager for Support Chats**

You can assign a specific manager to a candidate or client to ensure support chats are directed appropriately.

For demonstration purposes, this article uses the candidate profile to showcase how to assign a particular manager; however, the same steps apply when assigning a manager to a client profile.

> **Step 1**: On your agent dashboard, click **Candidates** in the navigation bar.
> 
> ![](https://staticfiles.gleap.io/gattachments/O9pHygqQAHnOpYoCiff6conCfG2g4ZmbrEPptRaexBf5OALiAOEITSgUojsytFtWMVit0fLjN16.png)
> 
> **Step 2**: Select the candidate to whom you want to assign a manager.
> 
> ![](https://staticfiles.gleap.io/gattachments/7GFbSIvfMJLTz8szApv2RZmWqWHav8Jo8iltrGZeMNNlsYDtiQh5OptVHtl18ylJF5TZO5nTEQw.png)
> 
> **Step 3**: Under the **Admin** tab, click the box shown in the screenshot below.
> 
> ![](https://staticfiles.gleap.io/gattachments/zfdPFXN5PiMlhjf7kXRo4Jn8wwbuIqFxFYfYjdN7DHwxtX6duSSVSIosmXYg53qv2STGeGeyDTf.png)
> 
> **Step 4**: Choose the manager you want to assign.
> 
> ![](https://staticfiles.gleap.io/gattachments/JB9almVUtVfsOHuhT3k62h0IDEhVC7g5K7GLxVvP3lRh6slqLZGNDw0Bp0dXplankBgPXUIncMQ.png)
> 
> **Step 5**: (Optional) Scroll down and click the **Send Email** button to send the notification to the candidate via email.

![](https://staticfiles.gleap.io/gattachments/iDxs8500AvfGIFIJ8YqQIEjZktqvgBhk6oUphr5WGk34Xf02uI5QXnoNv7mxYJXogo2B1YtQolC.png)

**Step 6**: Close the panel by clicking the cross icon located on the right-hand side.

![](https://staticfiles.gleap.io/gattachments/fug9WarFk8lCdgNptfTbDVxLi1LnCu503zV2Z2pZO1RS8GNaPkxgtiY08YVw9pNCQJeZ9aEAJTS.png)

The selected manager will now be assigned to the candidate. Future support chats will be routed accordingly.

![](https://staticfiles.gleap.io/gattachments/rLM6WJ1F6TIXvGTDnzrdiYHrYZ9wqv6DV02fgIELDVW3Lo7zijTGXXBLY1C0LDpaGFJWs4NnmdZ.png)

 

### **Initiate and Manage Chat Conversations**

Once chat is enabled, candidates and clients can start conversations directly from the app.

#### **Candidate Side**

**Step 1**: Log in to your app and click the chat icon located at the bottom-right corner of the screen.

![](https://staticfiles.gleap.io/gattachments/F2g9553E7bzJ5AEMsxckW9P0kvMcM0Vo2kw3x2HUSmC0Aq7VBDRLYRKtLwDdH9YUBKjrqAHmuuD.png)

**Step 2**: Click the green icon to initiate a conversation.

![](https://staticfiles.gleap.io/gattachments/4qCTGV6WRJ4O70nbjK5KVJdc2moLtxl3PgUOmoDhbc1rAN52gZmISH1wks6XagP5N8hJkUxo6v3.png)

**Step 3**: Type your message and press Enter to send it.

![](https://staticfiles.gleap.io/gattachments/oapXTZO65xm8ipExuQwSzcj2Zg5C2UEB0GjHny4cxv8De8IjDZqGPh39vLfKLyIp7RS4wEdBpZ9.png)

The message will be delivered instantly to the agency.

![](https://staticfiles.gleap.io/gattachments/FSgr4Dk6cl4QNcTXNoGP9NtyIISXhNcFwtgB26H83XvucajCqL2yDmOqmZ5v4oYnxwXa4Odtjcs.png)

#### **Agency Side**

**Step 4**: The agency or admin can check for any messages by clicking the messages icon located at the top right-hand corner of the screen.

![](https://staticfiles.gleap.io/gattachments/9PwYvQq1FsORwlVULqtGi27OYsdk7UP9m1t7ngPVVAwXACjfItCKClwZBKcuPeBPpR9TM9N7huU.png)

**Step 5**: Click the active chat to open it and view the message.

![](https://staticfiles.gleap.io/gattachments/IBQuyMEiaJR6ZnJ4fQnMvoogDAMsdGVxY6MnJDk6mYXODU0dcxatVwZVrvvdRityzxkMQEVsil4.png)

**Step 6**: Type your message and press Enter to reply to the conversation.

![](https://staticfiles.gleap.io/gattachments/JhuBf05kq70WBeXEdZOyLXrd5TxIvJpVICOAWOrWtzX2JBZkbwiGUKS3WeKRpmHMeq0pcHHwjMR.png)

The message will be sent successfully in real time.

![](https://staticfiles.gleap.io/gattachments/Lx5GpcnxZlqMYOHyUFwJt3addTGmmLRv3Eh2tUe2IEzn6vWC2hFflfEIjKcGgaPqtmeIAtZNpZ0.png)

And the sender successfully receives it in the app.

![](https://staticfiles.gleap.io/gattachments/ixTRr9qc5GWPn3l0vUseX3O8s9ISsy58SlMHkQRPkQ36XW45MGy8ywQRYw4WTMPBgcnpTr58msJ.png)

 

 

### **Private and Group Chat**

You can initiate either private chats or group conversations depending on your communication needs. This allows direct one-to-one messaging or discussions involving multiple participants.

#### **Private Chat**

**Step 1**: In the **Messages** section, click the **+** icon to open the **Chat Information** panel.

![](https://staticfiles.gleap.io/gattachments/lKD756CMFfaozlTLGVzE78RikPYY32s8Sn6CIJEbqvbOJeKSCrYYuZNPkWD0d36ofx3rDp0BFwx.png)

**Step 2**: Click the **Private Chat** radio button.

![](https://staticfiles.gleap.io/gattachments/F9cSDYuG98PgaeB3SjxK3BqGVrHTAP6qKbipbXFGgAznfKpym5p0Sd7zoBz0uaYBDlRpqqlZo2H.png)

**Step 3**: Select the type of user you want to start a private chat with.

![](https://staticfiles.gleap.io/gattachments/evBW7SkRaRKUjq3e5Bje5Bn0Y30ddoLBrKTfODXjTWj2WLpyGxNcA4elx8tllIrouD2weELIlkt.png)

**Step 4**: Select the user from the dropdown list.

![](https://staticfiles.gleap.io/gattachments/HSVtqeK90YHtrJq9kFPmdpovxM8A0J5095opStMMvIjDA0ApmBP51HiyYiHHjp1eJJ8nloa9bEW.png)

**Step 5**: Type the message you want to send, and then click the **Send** button.

![](https://staticfiles.gleap.io/gattachments/uSS4G3bSEu94dilV3aBJUQ8HXrGnGSsvunPlDuRX6mRCibcHzMTGgSIButbTopNBx29F39vWMCd.png)

The message will be sent successfully.

![](https://staticfiles.gleap.io/gattachments/Zlo9DDQZWkKy4uDe2Q2eykdx6v6vsfQpPVtY1nqrEMfG57cnxIyutuVwufMqT59yr1fwNCVf63M.png)

#### **Group Chat**

**Step 1:** Follow the same **Step 1** as outlined in the [Private Chat](https://help.enginehire.io/en/articles/2238-configure-and-use-the-chat-feature#heading-6-private-chat) section.

**Step 2**: Click the **Group Chat** radio button.

![](https://staticfiles.gleap.io/gattachments/BP9BM49jo4UBVBBVFcf93IQN7mbAa1vFjwme5l3jpiGABcvF3WddMBueLCuZy9MDb4EnghXKawi.png)

**Step 3**: Enter the chat name and select the agents, candidates, and clients you want to add to your group chat.

![](https://staticfiles.gleap.io/gattachments/LCoOMObEjDW0dGBtTdcoocB48WYr6PQylBCbGyOtyup9qwwty4eIRXi1ZQEbOodjJOgy466vfc3.png)

**Step 4**: Type the message and click the **Send** button.

![](https://staticfiles.gleap.io/gattachments/aCsmlI3Z5VenJU1JJN7r28Jm1lUr2IY8OMZIRvXGHXkZHwqANbuI2uUJ2gCwxEjr8wXnTGR7Mra.png)

Your group chat will be created successfully.

![](https://staticfiles.gleap.io/gattachments/lyTrMnQFpbkN27BcSYBaOfzHaYDL6ytvdIo7TnAUR31wtx5wyrapp7dYekTekAloKeeloTyH4K2.png)

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