Online discussion Coach area

Communicate securely with your clients using Cognito-app’s online chats.

IMPORTANT: Discussions require an active Customer Area .

Your exchanges are encrypted and confidential, and are automatically saved in your client’s file.

To start a discussion:

• Click on the “Discussions” tab in the left menu.
• Select the customer you want to chat with.
• Type your message and send it.
• You can configure whether you want the “Enter” key to send the message immediately or not by going to the chat options settings.

Enrich your discussions by clicking on the paperclip icon and:

• Attach files: Documents, images, videos…

• Record voice and video messages.

• Add links

• And emojis.

Miscellaneous:

• You can also start a discussion directly from the client file or the coaching path.

• Your customer will be notified by email and will be able to respond from their Customer Area .

• To be notified of new messages, enable notifications in Settings and Discussion Options .