Learn how to use the Company Directory within Thrio.
The Thrio directory is far superior to standard contact center directories because it provides a truly collaborative platform allowing users to chat, share files, and view topic threads. This includes capabilities listed in the table below:
The Company Directory Icon is located in the right-hand cluster of functions in the horizontal navigation bar.
After you click on the company directory icon in the horizontal navigation bar, you will see the company directory pop-up. Along the left-hand vertical pane of the pop-up, you will see three sections to choose from:
Click the “+” icon next to Users to get the User pop-up to add users you may wish to collaborate with. Once this is done, you can click on any person’s name to call or chat with them directly.
Along the left-hand vertical pane of the company directory pop-up, you will see the queues section in-between Users and Topics. By choosing a queue, you are able to have a group chat with other members of that queue. This is especially helpful in sharing best practices, ideas, or asking questions in order to help a customer you are on an active call or chat with.
You can also click on the “+” icon next to queues to select or de-select the queues visible for collaboration.
Along the left-hand vertical pane of the company directory pop-up, you will see the topics section at the bottom. By choosing a topic, you are able to have a group chat with other members interested in that topic.
You can also click on the “+” icon next to topics to select or add topics visible for collaboration.
If you have an internal message or messages waiting, you will see a number badge on top of the company directory icon located in the right-hand cluster of the horizontal navigation bar.
Upon opening the company directory to view a message or messages waiting, you can see who is waiting to chat with you by looking at the number indicator to the right of their name.
To view a message and collaborate with another user, click on their name. Their name will be highlighted in blue and the chat palette will show the message they have sent to you. Simply type your response at the bottom of the message dialog pane and hit “enter” to send it.
To respond to a message you receive in the company directory, simply type your response at the bottom of the message dialog pane and hit “enter” to send it.
The company directory message dialog pane works just like a chat or SMS message pane. Your name and timestamp of the message sent are just above the text. Likewise, the responses list the other person’s name and timestamp.
The company directory supports shared files. These files can be shared in a common area to the right-hand side of the messages panel, or they can be shared with individuals you are collaborating with. You can drag and drop a file from your computer’s file system into the answer box of the messaging panel. These files will then be available to the person you sent them to or shared amongst a queue or topic group.
After sending a file you can see the file’s thumbnail above the messaging text box and a text prompt saying the file is being sent.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.