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Chat Build Details - Feb 2024 PK
Chat Build Details - Feb 2024 PK
1 Create "Chat Portal Shell" (and make it toggable between Full Portal and Cha
Build 7.2 Build "Start a New Chat" Screen in Sponsor Portal (and copy into Lender Port
We are hoping a lot of elements from the BCC chat can be copied
Build 7.5 Build Group Chat
Create "Chat Portal Shell" (and make it toggable between Full Portal and Chat Portal)
Build "Start a New Chat" Screen in Sponsor Portal (and copy into Lender Portal too)
B7.2.1 SPONSORS: Right Side Menu / Your Contacts for 1:1
B7.2.2 SPONSORS: Have the Start New Chat Screen pop-out initiate from all locations
B7.2.3 SPONSORS: Build the "Start New Chat Screen":
B7.2.4 LENDERS: Right Side Menu / Your Contacts for 1:1
B7.2.5 LENDERS: Have the Start New Chat Screen pop-out in all the same locations as Sponsors
B7.2.6 LENDERS: Build the "Start New Chat Screen" (1:1 and Group Chat only [Lenders can't create a BCC chat])
We are hoping a lot of elements from the BCC chat can be copied to the Group Chat
Build Group Chat
B7.5.1: SPONSORS: Left Side Chat & Top Chat Summary Sections
B7.5.2 SPONSORS Right Side Menu / Chat Participants
B7.5.3 SPONSORS: Setings & User Management Screen
B7.5.4: SPONSORS: Add Users to Chat Screen
B7.5.5 SPONSORS: Misc
B7.5.6- LENDERS- Left Side Chat Summary & Top Chat Summary Sections
B7.5.7 LENDERS: Settings & User Management Screen
B7.5.8: LENDERS- Add Users to Chat Screen
B7.5.9 Build at least three Group Chats
Create "Chat Shell"
B7.2.2 SPONSORS: Have the Start New Chat Screen pop-out from the
BUILD
B7.3.2 LENDERS: Build Left-Side Chat Summary & Top Section Chat
Threads details
NOTE: The Chat Settings & User Management items (B7.4.3) AND "A
they can't create them!
B7.4.3 SPONSORS: BCC Chat Setings & User Management Screen
B7.4.9 Build a BCC Chat Between Dan Adan and Tania Stanley
We
7.5.1a SPONSORS: Left Chat Summary Section
NOTE: The Chat Settings & User Management items (B7.5.3) AND "Add U
B7.5.3 SPONSORS: Setings & User Management Screen
B7.5.6- LENDERS- Left Side Chat Summary & Top Chat Summary Se
B7.5.7 LENDERS: Settings & User Management Screen
B7.5.8: LENDERS- Add Users to Chat Screen
SPONSORS:
B7.2.1 SPONSORS: Right Side Menu / Your Contacts for 1:1
Populate an alphabetical list of the User's contacts with photos, names, and logos (these users will already exist in our platform'
Make this list sortable by user type via drop down
Make the names AND firm names sortable (How do we do this with 10,000 contacts?)
Search by names and have results appear in the section / area above
Search by firm names and have results appear in the section / area above
Higlight each user on hover AND have the three dots appear AND have those three dots show a list of options when clicked
Tie the "Favoriting Function" in so if they favorite/unfavorite a contact in this area they become favorited in My Contacts (and
B7.2.2 SPONSORS: Have the Start New Chat Screen pop-out from the following locations:
Initiate 1:1 Chat with + sign ("Start New Chat" screen automatically populates with regular chat only)
Initiate BCC Chat with + sign ("Start New Chat" screen automatically populates with BCC chat selected)
Initiate Group Chat with + sign ("Start New Chat" screen automatically populates with regular selected)
Clicking "Start New Chat button"
Clicking the expand button in the top right of the Right Side Menu Area on 1:1 Chats
Selecting a User in the right side menu and initiating a chat with them via 1) left click on user's name OR 2) hover, click on 3 d
B7.3.2 LENDERS: Build Left-Side Chat Summary & Top Section Chat Summary in Lender Portal
B7.3.3 Create a Sample Chat between a Sponsor and a Lender with ALL "Fundamental Chat Items" incorporated
Incorporate all Fundamental Chat Items (Thread, Mark Unread, "New" indicator, Message Prep Area items, hovers, etc)
Notifications counter appears for appropriate Chat Summaries
Notifications count appears on the "unread" indicator
Fundamental Chat Items- Applies to all type
Viewing Messages- Sent & Received
Reply via threads
Add reactions
Smart preview website links (we're curious if Ably allows this and how long it takes to do)
Add in grey "day break lines" (like discord & Upwork) between messages for each day in this exact format: Wed, Feb 14, 2024
Show Hour and Min of message- Show "yesterday" for yesterday's messages and only hour and min for all other messages
Read indicator next to the message- How complicated is it to add this on? (this would NOT show on Group chats or the Sent to
Threads details
Allow reply to create threads via three options 1) reply arrow, 2) right click & reply or 3 dots & select reply)
Any new reply moves the entire thread to "the most recent position" (IE: Bottom of the screen)
The entire thread can be exppanded or collapsed via buttons or right clicks or clicks on the 3 dots on any message in the thread
B7.3.4 Miscellaneous
Can users delete an entire chat with another person?
Have the notification counter adjust appropriately in the Left Side Menu and the Top Header Section (IE the message icon)
What happens to chats when users disconnect with each other?
B7.4.2 SPONSORS: Right Side Menu / Transaction Participants (remember Build 7.2 will populate the Participants in the right si
Chat users list segregated by Admins and participants- includes photo, name, firm logo
Show # of Admins and # of participants
Make these columns sortable by name & firm name
Click gear icon OR manage users icon and it generates the "Settings & User Management" screen
Click + icon by participants and it takes you directly to the "Add Users" pop-out
NOTE: The Chat Settings & User Management items (B7.4.3) AND "Add Users To Chat Screes" (B7.4.4) should only appear for A
they can't create them!
B7.4.3 SPONSORS: BCC Chat Setings & User Management Screen
Chat name can be edited
Actions buttons work (Make admin, revoke role as admin, remove from chat)
Users sortable by firrst name and firm name
LENDERS:
B7.4.6a LENDERS Left Chat Summary Section
Summary of the BCC Chat shows with Chat Name and "[Sponsor's Name]'s BCC Channel"
Drop down to toggle between 1:1, Group, and BCC
Start new Chat Button showing
Filter by all, unread, read
Favorite a BCC Thread AND filter messags by favorite thread (By clicking Favorites button next to Read button)
Unread notification counts work in the chat summaries AND the Unread button
Search messages for terms and populate results in left chat summary section
Search messages for contacts and populate results in left chat summary section
BOTH:
B7.4.9 Build a BCC Chat Between Dan Adan and Tania Stanley
Have Dan Adain create a post in the Sent to All screen (and have this populate in Tania Stanely's Sent to All Screen)
Have Tania Send Dan a few nessages and attachments
Notifications in ALL locations in BOTH portals should work after this (unread, BCC Chat in Left Side menu, Very Top Header
We are hoping a lot of elements from the BCC Chat can be cop