Chat for school leaders: Manage your Chat feature in the module

In Finalsite's Chat feature, district and school admins can easily manage chat rooms, users, and messages. The Mobile Apps > Chat module found in the CMS provides the ability to see all of the communication happening within chat rooms and even direct messages. Admins can even participate and provide input in a conversation when necessary. This article will show you how it works!

In this Article

• Chats Overview tab: View metrics
• Message moderation tab: Moderate all communication
• Chats explorer tab: Browse and manage all communication
  
  • Manage communication in chat rooms 
  • Manage communication in direct messages
  • View members within your selected communication
• Members tab: Manage all users and roles

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To manage your Chat module, navigate to Mobile Apps in the module menu, and click on Chat in the left menu. 

Chats Overview tab: View metrics

When first landing in the Chat module, you'll see the Overview tab opened by default. The reporting available in this area gives you a quick overview, ensuring secure access for district admins only, using role-based control to protect sensitive data.

• Modular design allows for easy addition of new metrics. It scales efficiently with growing data.
• Real-time updates and a manual refresh option keep the data current and actionable.

This dashboard is your gateway to understanding and optimizing chat activity across your district. Get ready to dive into the data and make impactful decisions with ease!

Adjust the filter to change the date range of your reporting to take a snapshot, viewing such metrics as total messages sent, reported and reviewed messages, user counts, chat room activity, and user bans/unbans. 

In the Overview area, adjust the date range filter to view the following data your date range:

Message delivery data

• Total number of messages sent.
• Reported messages, with a color chart displaying Reviewed, Automatically moderated, AI moderated, and Manually moderated messages. 
• Reviewed messages, also displaying on a color chart as Reviewed, Hidden, Blocked, and Unreported messages.

User data:

• Number of users (minus deactivated and deleted users).
• Banned users and Unbanned users.

Usage data:

• Number of chat rooms created (minus inactive and deleted rooms)
• Total messages sent
• Active users
• Flagged messages
• AI-moderated messages
• Manually moderated messages
• Direct conversations

Ideal sending timeframe

• Customizable filters: Easily view chat statistics for specific timeframes, including daily, weekly, monthly, and custom date ranges.
• Intuitive interface: The filtering function is designed to be user-friendly, providing accurate data for the selected period.

Graphical data

• Interactive charts and graphs: Visualize each metric with clear, interactive charts and graphs, making data analysis and trend identification straightforward.
• Quick assessments: Quickly assess chat usage patterns with visually appealing and easy-to-understand graphical representations.

Message moderation tab: Moderate all communication

To learn more about how message moderation works, check out the article, "Chat for school leaders: Moderate your chat feature."

Chats explorer tab: Browse and manage all communication

Click to open up Chats explorer in the menu bar.

Chats explorer is a central location where you can browse and manage all communication within chat rooms and direct messages taking place within your district or school.

• Left column
  • Browse through and select certain chat rooms and direct messages.
  • Toggle between two views: Chats and Messages:
    • Chats: View all Chat rooms and Direct messages. Have a lot of Chat rooms and messages to juggle? Use the Search field to narrow it down. 
    • Messages: Looking for a specific message? Enter text into the Search field to find the message(s) you want to pinpoint. 
• Middle and/or main panel
  • Whatever selection you make in left navigation will appear. Here are a few examples of what you might see here: 
    • Scroll through all communication from the selected Chat room. 
    • Review a selected Direct message. 
• Right panel (toggle off and on)
  • Click the Show members button to display all members of a Chat room or participants in a Direct message. Click Hide members to return to the full width of the main panel. 

Manage Chat room communication

Select a chat room in the left navigation panel to view the selected communication in the larger middle panel. Choose to Show or Hide members in the right panel.

• Left Navigation:
  • Toggle between Chats and Messages, searching by Chat name or Message name to find what you're looking for. 
• Center / Main panel:
  • Select a chat room to display all of its communication, scroll to catch up. 
• Right panel (Show/Hide members) 
  • Want to close a chat room? Click Archive chat room. Once opened, select which room or rooms you'd like to archive and to no longer see.
    

    Important Note

    Only manually created rooms can be archived. System rooms will be automatically archived at the end of the year. This action is permanent and cannot be undone.

  • Show/Hide members: View all members in the right-hand column or click button to collapse or close the right panel to have a wider message viewing panel.
  • Need to take action? In the Right hand members panel, hover over a certain member until you see a vertical 3-dot menu where you can: block, remove member from chat room, or delete users altogether. Navigate to the Message moderation tab to manage your moderation tasks. 
  • Need to add someone to a chat room? Click the Add members button.

Manage Direct message communication

Select a direct message in the left navigation panel to view the selected communication in the main panel.

• Right panel (Show/Hide members) 
  • Want to remove a Direct message communication? Click Archive chat room. Once opened, select which room or rooms you'd like to archive and to no longer see.
  • Curious about who is in which communication instance and what their role is? View all members in the right-hand column.
  • Need to take action? In the Right hand members panel, hover over a certain member until you see a vertical 3-dot menu where you can: block, remove member from chat room, or delete users altogether. Navigate to the Message moderation tab to manage your moderation tasks. 
  • Report and complete moderation tasks within the conversation panel. 

View members within your selected communication

The right column displays the names and roles of all members in that selected communication. 

Members tab: Manage all users and roles

Once you have worked with our support or implementation team to add your people into the system, you can now manage them from the Members tab. To view membership, open the Chat feature by first opening up Mobile Apps from the module menu. Click on the Members tab to see a list of all members.        

Here are all of the different tasks you can do from the Members tab: 

• Filter by chat role and/or location to populate only that selection in the list.
• Add members manually to appear in the Members tab or Delete with the trash can icon.
• Adjust the Chat role level of that member.

Learn more about chat roles in the article, "Chat for school leaders: Assign chat roles, create rooms, and manage members."