Contextual Chat

Contextual Chat enables you to initiate discussions with other users in Zoho Practice around clients, or client requests. This feature is powered by Zoho Cliq, an app that makes collaboration and communication easy for teams.

How Contextual Chat Works

Contextual Chat uses Zoho Cliq’s chat bar to facilitate chat within Zoho Practice. With the chat bar enabled, you can simply create a chat by clicking the Contextual Chat icon and adding your organization’s users as participants. Once that’s done, you can initiate discussions, and make audio and video calls from within Zoho Practice with the contacts of your Zoho Cliq account.

Benefits of Contextual Chat

Create Contextual Chat

You can initiate a contextual chat from the Clients and Client Requests modules in Zoho Practice.

To create a contextual chat:

Edit Chat’s Title or Delete Chat {#edit-chat’s-title-or-delete-chat}

You can edit a chat’s title, and delete a contextual chat. Here’s how:

Add or Remove Participants in Contextual Chat

You can add or remove participants in a contextual chat. Here’s how:

Note: You will be able to edit a contextual chat's title, add or remove participants in a contextual chat, and delete a contextual chat only in Zoho Practice. You will not be able to perform these actions in Zoho Cliq.

Cliq Features in Contextual Chat

Prerequisites
1. Ensure that users of your Zoho Practice organization are users in your Zoho Cliq organization, or
2. Zoho Practice users who are not part of your Zoho Cliq organization, must be added as a contact to your Zoho Cliq Organization.

Once the prerequisites are met, you will be able to initiate audio and video calls with the users of Zoho Practice directly from the chat bar.

Prerequisite for Group Call: Users in Zoho Practice should have an active account in Zoho Cliq.

You can initiate group audio and video calls from a chat. Here’s how: