This is an Inbox+ feature, which is currently in Open Beta. Please note that this feature is in active development and functionality or specific directions outlined in this FAQ may change.
Creating a Private or Public group message allows you to communicate with multiple members at once. Private group messages will only be visible to the members in the group conversation, while Public group messages are open to all Active and Community users to join in the app.
To create a group message in the admin dashboard:
Navigate to the Inbox Plus section.
Click on the Create icon (+) at the top.
Select New Group from the options.
Enter a Group Name (e.g., "Marketing Team" or "Book Club").
Search for and select the members you want to add.
Click Create Group to finalize.
Start messaging your group!
Note: If you want this group to be visible to all members in your organization, select the 'Make group public' toggle in the top right corner of the Inbox page.
Any user will be able to find and join public group messages via the app. They will also be able to see the group's full conversation history.
To create a group message in the app:
Open the app and go to Message icon in the top right corner.
Tap the New Message icon.
Choose New group.
Choose New private group or New public group
Enter a Group Name and add participants.
Tap Create and start chatting!
Frequently asked questions about Group Messages in the Optix Inbox:
Who can create a Group chat?
Optix Admins: Can create public or private group chats, add/remove participants, and engage in the conversation.
Members: Can create private and public group chats but cannot moderate or remove participants once added.
Can I add or remove members later?
Only group admins can add or remove members. Members cannot remove participants but can leave the group chat themselves.
As an Optix admin, you can assign group admin privileges to users via the chat's Group info.
Can I bulk add users to a Group message?
Yes! You can quickly bulk add users to groups via the User panel.
Select the users you would like to add to a group
Select the More from the bottom blue bar and click Add to group conversation
Select a New group or Choose an existing group
As a user, how do I leave a Group Chat?
Open the group chat.
Click on the Group Info (three dots or “i” icon).
Select Leave Group.