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This article will walk you through how to use the messaging feature on RingCentral. This very useful feature allows you to have easy, instant message conversations with your colleagues either individually or as a group. You can also use the Teams feature which is perfect for creating groups for project based conversations and collaboration.
For a short tutorial on this feature, check out the following video:
Since the time of recording, a few slight changes have been made to this application that will differ from what you see in the video below. These are minor differences and do not majorly affect the functionality shown in the video. The Knowledge Base article below, is updated with the most recent layout.
The differences are:
- The Message button is now labeled on the left tool bar
- There is a slight layout difference with the ability to filter types of messages with the tabs at the top.
- Create a message button is now identified with the pencil and paper at the top of the column.
- The Teams heading is no longer there. To create a team you can now do it from the plus sign in the upper right corner or from directly within a new direct message.
1. Log into RingCentral using Chrome at https://app.ringcentral.com or with the RingCentral desktop app.
2. Select Message in the upper left corner marked by the quotation bubbles.
3. Your conversations and teams can be seen on the left, your conversation is in the center, and your "shelf," where shared files from the conversation will be kept, is on the right.
4. To view your Direct Messages, you can filter to see all of your current conversations with the Direct tab at the top. To interact with a conversation, simply click it from the list. You can also find these messages by filtering with All, but using the Direct tab directly might make it easier to search if you have a lot of messages that you are trying to look through.
5. To contribute to the conversation, click inside of the text box and write your message.
6. You can also take advantage of some of the other features here like the formatting tool, the paper clip to add files, emojis and GIFs, and the ability to create and assign events and tasks within your conversation.
7. There are two ways that you can create a new message. The first is by going to the New Message button at the top of the column. The icon is a paper and pencil.
The other way to create a new message is by going to the plus sign in the upper right corner and selecting New Message. However you get there, how you send the message will follow the same process.
8. In the Members field, type the name(s) of the person or people that you want to have a conversation with. Separate each name with the enter key on your keyboard. If they are an internal colleague, you can simply type their name in the box and it should show up as a choice to choose. If you are sending to an external colleague, you can put their email address in the box, but they will be required to download the RingCentral app in order to communicate with you. This is why Messaging is most useful as an internal feature.
9. After you type in who you are contacting, you can write your message and press Send.
10. Once your conversation is created, you can use RingCentral to make your conversation a video call by pressing the video camera at the top of the screen, or a phone call by pressing the phone.
11. You can also utilize teams if your reasoning for creating the messaging group is for project based conversations and collaboration. Using events and tasks here would be very beneficial. To create a team, click the plus sign in the upper right corner and choose Create team. You can also create a team from the New Message icon by selecting the Create Team hyperlink after you enter in the names of the people you are messaging.
12. Fill out all of the information in order to set up your team the way you want it. Make sure to press Create when you are finished.
