December 2023
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Ability to disable the automatic creation of a chat conversation between client and provider
2
AP
Alex Pieros
Posted on September 2024

Currently, a direct message chat conversation is automatically created when a client is assigned to a provider. This feature allows org members to disable the automatic creation of this chat conversation between client and provider.

What's new
AP
Alex Pieros
January 2

This feature was released in December 2024.

To disable the automatic creation of a chat conversation between a client and a provider, navigate to Gear icon > Organization > Members > Team Members > … > Edit Settings > Permissions and deselect the Create chat conversation automatically when assigned to a client option, located under the Chat section.

Demo:

AP
Alex Pieros
September 2024

We are considering a feature that would allow org members to disable the automatic creation of a chat conversation between client and provider.

How important is this to you?
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Nice-to-have
Important
Critical