Using In-App Chat with Students, Agents and Team

EduCtrl includes a built-in in-app chat system that allows staff members to communicate with team members, students, and agents directly from the CRM.

The chat feature is accessible through the floating chat widget located at the bottom-right corner of the staff panel.

Chat Categories

The chat widget includes the following tabs:

• Team
• Student
• Agent

Team Chat

The Team tab allows staff members to communicate internally with other team members.

Team chats can also open as popup chat windows within the staff panel for quick communication.

Student Chat

The Student tab displays chats from students assigned to the logged-in staff member.

Student chats may be related to:

• University Applications
• General Support Queries

Students can initiate conversations directly from their student portal.

Agent Chat

The Agent tab allows staff members to communicate with assigned agents or partners for whom they are the designated point of contact.

Notifications & Unread Messages

Whenever a new message is received:

• An unread message count is displayed next to the respective chat group icon
• A sound notification is played to alert the staff member

Users can click on the required chat category to open the chat interface and continue the conversation.

Chat Navigation Behavior

Team Chats

Team conversations open directly as popup chat windows within the staff panel.

Student & Agent Chats

For student and agent conversations, clicking on a chat thread redirects the user to the related:

• Student Details page, or
• Agent Details page

The conversation can then be continued from the Chat tab within that record.

Application-Based Student Chats

Student chats can also be linked to a specific university application.

University Application Chats

When a student sends a message related to a university application:

• The message is delivered to the staff member assigned to that application

Support Chats

For general support chats:

• The message is delivered to the staff member assigned to the student

This workflow helps ensure that conversations are routed to the appropriate counsellor or support staff member.