Messaging system / Chat

 

Full System Description, Experience, and Platform Integration
 

The Messaging/Chat System is the communication backbone of Biz1. It's not a simple chat feature—it's a real-time collaboration layer that connects people, clients, tasks, and business activity into one continuous conversation stream.
 

Every message within Biz1 exists with context. Messages are not isolated text bubbles; they are connected to clients, internal teams, tasks, projects, support cases, and automation logic. This design ensures that communication is never lost, never disconnected, and never ambiguous.
 



1. Purpose and Role in the Platform
 

Modern businesses fail when communication is fragmented. Biz1's messaging system was designed to solve precisely this problem.
 

Instead of:
 

  • Emails scattered across inboxes,

  • WhatsApp chats disconnected from the CRM,

  • Verbal instructions without history,

  • And decisions buried in private chats,
     

Biz1 provides one unified conversation system where everything is trackable, searchable, and actionable.
 

The messaging system ensures:
 

  • Teams collaborate faster

  • Clients receive timely responses

  • Managers see full communication history

  • Automation and AI have real conversation context
     


2. Visual Experience – How the Messaging System Feels to Use
 

The messaging system was designed to feel familiar, fast, and professional, similar to modern chat tools—but enhanced for business workflows.
 

The interface is visually divided into three areas
 

A. Conversation Area (Main Chat Window)
 

This is the heart of the experience.
 

What users see:
 

  • Message bubbles aligned by sender

  • Sender identity clearly visible

  • Timestamps for each message

  • File previews (images, PDFs, documents)

  • Clear separation between internal, client, and group chats
     

Why this is important:
 

  • Easy to scan conversations

  • Message ownership is always clear

  • Context is never lost
     

This area is where decisions are made, instructions are given, and work progresses.
 


B. Sidebar (Conversation List)
 

The sidebar is a live navigation panel for all conversations.
 

It displays:
 

  • Chats with clients

  • Internal chats between users

  • Support chats

  • Group chats (including Add New Group)

  • AI-assisted conversations
     

Each item includes:
 

  • Avatar or initials

  • Online/offline indicator

  • Unread message counter

  • Real-time updates
     

Why this is important:
 

  • Users immediately see what requires attention

  • No conversation is missed

  • Context switching is effortless
     


C. Header Actions (Per Conversation)
 

Each conversation includes quick actions:
 

  • Voice call

  • Video call

  • Search within chat

  • Close / Minimize
     

Why this is important:
 

  • Users transition from chat ← to call with one click

  • Easy to find historical messages

  • Communication never blocks workflow
     


3. How Messages Work (System Behavior)
 

Every message in Biz1 follows a reliable, auditable lifecycle:
 

  1. User sends a message

  2. Message is immediately saved to the database

  3. Message appears in sender's chat window

  4. Recipients receive it in real-time

  5. Unread message indicators update automatically

  6. Notifications are sent if necessary
     

Every message is:
 

  • Permanently stored

  • Linked to the sender

  • Timestamped

  • Connected to conversation context (client, group, task, etc.)
     

This ensures accountability, traceability, and compliance.
 


4. Supported Conversation Types
 

Biz1's messaging system supports a variety of conversation contexts, all unified within the same interface:
 

  • Personal chats between team members

  • Client chats directly linked to CRM records

  • Group chats for internal collaboration

  • Support chats for helpdesk workflows

  • Task and Goal related chats

  • Project discussions

  • AI-driven conversations and automations
     

From a user's perspective, they all behave identically—but internally, each is linked to its correct business entity.
 


5. Add New Group – Internal Team Collaboration
 

What "Add New Group" is
 

Add New Group is the feature that allows teams to create internal group conversations.
 

It is used for:
 

  • Team discussions

  • Departmental coordination

  • Cross-functional collaboration

  • Internal announcements

  • Group decision-making
     

It is not:
 

  • A client segment

  • A WhatsApp group

  • A marketing list

  • An automation target
     

It is purely an internal team chat space.
 


How a Group is Created
 

The user opens Add New Group from the sidebar.
 

A popup appears where the user:
 

  • Enters a Group Name

  • Selects one or more Team Members

  • Submits the form
     

Behind the scenes:
 

  • The system creates a new record in the internal chats database

  • The group is flagged as a Team Group

  • Members are stored as a list of user IDs
     

The group is now active.
 


What Happens After Creation
 

Once created, the group behaves exactly like any other chat:
 

  • It appears in the sidebar for:
     

    • The creator

    • All selected members
       

  • It displays unread message counters
     

  • Clicking it opens the full conversation
     

  • Members can:
     

    • Send messages

    • Share files

    • Start voice or video calls
       


Notifications and Real-time Updates
 

When someone sends a message in a group:
 

  • All other members receive notifications

  • Unread message counters in the sidebar update instantly

  • Real-time indicators highlight activity
     

This ensures no team member is left out of the conversation.
 


Group Video Calls
 

The group itself serves as the context for a call.
 

Users can:
 

  • Start a video call from the group chat

  • Invite all group members

  • Keep the call linked to the group conversation
     

This makes the group a collaboration room, not just a chat.
 


Platform-wide Usage
 

The same group can be accessed from:
 

  • The sidebar chat

  • The telemarketing module

  • Internal messaging panels

  • Notification streams
     

The group is a single entity, reused consistently across Biz1.
 


6. Smart Capabilities Built into the Messaging System
 

The messaging system includes advanced features that elevate it beyond basic chat:
 

  • Online presence indicators

  • Real-time unread message counters

  • Search within conversations

  • In-line media previews

  • Message actions (reply, forward, copy, delete)

  • Timezone-aware timestamps

  • Secure file handling
     

These features are available in personal chats, client chats, and group chats alike.
 


7. Security, Permissions, and Reliability

 

The messaging system is built with enterprise-grade protections:
 

  • Authentication-based access

  • Role-based visibility

  • Message ownership verification

  • Secure uploads

  • Full audit logging

  • Protection against injection and XSS attacks
     

Users can only:
 

  • See conversations they are part of

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