Did you know you could chat with all chats?
“Chats within My Chats” is a special feature in BrokerBot designed for owner users, market administrators, and leadership.
It allows these users to see and interact with all active chat conversations within the team—not just their own.
This improves visibility, lets leadership provide timely support, and encourages knowledge sharing across the team.
Who Has Access?
Only the following user roles can access this feature:
Owners
Market Administrators
Leadership Team Members
Regular member users do not have access to all chats—they will only see their own conversations.
Key Benefits & Uses:
Monitor Chat Activity: Owners and administrators can view all ongoing chats, making it easier to keep up with what team members are asking.
Spot Top Questions: Leadership can identify recurring or important questions from members and highlight them for everyone’s benefit.
Create FAQ Resources: Repeated member questions can be turned into top FAQs, quick references, or company announcements.
Class and Event Creation: Easily create classes, learning sessions, or internal events based on common themes arising in chats.
Mentorship and Support: Proactively step in to answer questions, give feedback, or coach team members when needed.
How To Use It:
Access the Feature:
Navigate to the “Chats” section in BrokerBot.
If you have the required permissions, you’ll see an option for “Chats Within My Chats.”
Browse Conversations:
View the list of active or recent chat threads started by team members.
Click into any chat to read, contribute, or provide guidance.
Highlight Top Questions:
Use the tools provided to flag or promote commonly asked questions for future reference.
Compile these into a knowledge base article, FAQ, or training session.
Create Classes or Events:
Launch events or schedule classes directly from trending topics or frequent chat threads.
Best Practices:
Respect Privacy: Only discuss team-wide, training, or policy content within all-chats—avoid sharing individual personal details unless appropriate.
Elevate Common Questions: Focus on using this oversight to educate and empower, not to micromanage.
Leverage for Continuous Improvement: Regularly update resources and training from what you’re seeing in chats.
Need More Help?
If you have questions about this feature or your permissions, contact your team’s owner user or BrokerBot support.