(Old) Navigational Elements of Speak

Speak displays in a collapsible pane on the right-hand side of your CRM:


On the top of the Speak pane, you'll see its logo, a search icon and the icon that, if clicked, will collapse the Speak pane to hide it from view:


The search icon, when clicked, displays an area where you can type in the word or phrase you'd like to search for among your previous Speak messages:


Clicking the icon to collapse the Speak pane will hide Speak from view:


When you are ready to access Speak again, you can simply click the Speak icon from the top right menu bar in your CRM:


Beneath the header of your Speak pane, the application is divided into three areas: Public Rooms, Team Rooms and Client Rooms:


Each of these areas displays the type of rooms it contains (e.g., "Team") and a search icon (which allows you to search for a specific room within the section you're searching). The Public Rooms area also displays a "+" icon, which you can click to create new Public Rooms.

Let's go back to the search icon in the header bar of the Speak pane:


As indicated above, when you click that icon a box opens up, where you can search all Speak messages for text strings. After typing in your word or phrase, hit Enter on your keyboard. All messages containing your search criteria will be listed, with your search criteria highlighted. For instance, let's say you're planning a Super Bowl party for some of your clients, you're getting ready to extend invitations, but you know you've already invited one of your clients via text and want to be sure about who that was. If you enter the phrase "Super Bowl" in the search box and hit Enter, you might see the below:


Note that your search phrase is highlighted, and you can see that this is a conversation you (Ricky Redtail) had with client Clark Kent on 1/26/2018. Further, if you click the "Jump" link, you'll be taken to the room where the conversation occurred, so that you can view it in its original context:


Note that the message that contains the phrase is highlighted, but now you can see the rest of the conversation as well.

This should provide you with a general sense of navigating within Speak, but please reach out to us if further questions arise.

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