Start a direct chat

Start a conversation with another user or a member of your SoftwareOne account team.

A direct chat allows you to message any user in your account. You can also use it to reach a member of your SoftwareOne account team.

When sending a message, you can format it using options, such as bold, italics, and underline. You can also use styles and lists to organize your message and add links or images. Additionally, you can use rich text formatting or switch to source code (HTML editor).

Start a chat with a user in your account

To start a direct chat:

1. Go to the Chats page.

2. Do one of the following:

   • Select New chat, then choose Chat.

   • In the left sidebar, select, then choose Chat.

3. In Add chat, select the person you want to chat with, then select Add.

4. Type your message in the chat message field.

5. Select Send.

Start a chat with your account team

You can send a message to a member of the SoftwareOne account team only if they have enabled the chat option. If chat is not enabled, messaging is unavailable.

To start a chat:

1. Do one of the following:

   • On the Home page, look for the Account team widget. Then, select the chat icon for the person you want to chat with.

   • Go to Helpdesk > Account team. Then, under Actions, select Chat.

2. In the open chat window, type your message in the text field.

3. Select Send.