The “Chats” section in the Orderry Mobile App is a convenient tool for daily communication with clients right from your smartphone. Just like in the web version, you can view all active and archived chats, filter them by the necessary parameters, search for messages, reply to clients, send files, or send photos taken directly from your phone.

In this article, you will learn how to work with chats in the app: how to find the right conversation, quickly respond to new messages, change the assigned employee, or archive completed conversations. Everything you need to stay in touch with your clients — even on the go.

Important: Access to chats and their filters in the mobile app is determined by the same role and channel settings that were configured in the web version of Orderry.

Tap the messages icon to go to that section. Here you'll find a list of all your messages. You can also switch between “All,” “Unread,” and “Pending Replies.” Using the toggle at the top, you can choose to display messages addressed to you or messages that aren't addressed to you.

The chat list displays the date and time of the last message, as well as the name of the assigned employee (if any). If the client's last message has not yet been answered, a gray dot indicator appears in the corner of the chat.

On the chat page, you can perform the following actions:

Search for the desired chat/message. To do this, simply click on the search field and enter your search query.

The search works the same as in the web version - chats where matches are found by contact name, nickname, or phone number are displayed first. Below are individual messages that match the text. Clicking on a message will open the chat with the focus on that message.

Filter messages. You can filter active or archived messages by channel, assigned employee, status, tags, and spam. Click the filter icon and set the desired parameters; the channel list will then display only the messages that match your selected criteria.

To send a message:

You can also send files — the same formats and restrictions are available as in the web version. In addition, in the mobile app, you can take photos and record videos directly from your smartphone and instantly send them to the chat.

☝ Please note that all channels have a video length limit of 1 minute.

Each incoming and outgoing message is displayed at the top with the date and time (or just the time if the message was received today) and the name of the employee who sent the message.

If you have added saved replies to chats in your company, they are also available in chats in the mobile app. To use them, tap the text input field and tap the saved replies icon. Select the message you want — it will automatically appear in the input field, where you can edit and send it.

In an open active chat, you can:

The following actions are available in an open archived chat:

To do this, simply open the desired chat, click on the three dots in the upper right corner, and select the action you want.

Message statuses are system statuses that allow you to monitor messages automatically and manually so you don’t miss a single client inquiry and can process all messages in a timely manner.

Orderry mobile app displays messages in the same way as the web version.

Each message has one of four statuses: New, Unanswered, Replied, or Completed. The status changes automatically depending on who messaged last, and can be changed manually if necessary.

New — the client messaged for the first time but has not yet received a response from the team.

Unanswered — the client messaged again and is waiting for a response from the team.

Replied — the last message was sent by a team member; a response from the client is expected.

Closed — the conversation was closed manually or automatically due to inactivity.

Learn more about how statuses work in chats.

An agent with access to the “Chats” section can select a specific chat to link to an existing client or create a new client.

To link a client to a chat:

1. Open the desired chat.

2. Switch to “Client Details” and click “Link Contact.”

3. If the desired contact already exists, find it in the list. You can also create a new contact. To do this, click “+,” fill in the required information, click “Create,” and confirm the action.

After linking a contact to a chat, a section with the client’s documents appears in the window. For your convenience, the system displays only active documents that require your attention or are in progress:

To create documents directly from a chat, you must have the appropriate access permissions.

You can create the following documents from a chat:

To create a document, follow these steps:

Once created, the document will appear in the chat on the Client Details tab, as well as in the corresponding section of the system: work orders, bookings, or inquiries.

To enable push notifications for new messages in chats, go to Settings > Notifications > Chats and enable the desired options: