Messenger / Chat System

 

Complete System Description, Experience, and Platform Integration
 

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

Every message inside Biz1 exists with context. Messages are not isolated text bubbles; they are attached to customers, internal teams, missions, 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 Messenger was designed to solve exactly that problem.
 

Instead of:
 

  • emails scattered across inboxes,

  • WhatsApp conversations disconnected from CRM,

  • verbal instructions without history,

  • and decisions buried in private chats,
     

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

The Messenger system ensures:
 

  • Teams collaborate faster

  • Customers receive timely responses

  • Managers see full communication history

  • Automation and AI have real conversation context
     


2. Visual Experience – How the Messenger Feels to Use
 

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

The Interface Is Visually Structured Into Three Zones
 

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 every message

  • File previews (images, PDFs, documents)

  • Clear separation between internal, customer, and group chats
     

Why this matters:
 

  • Conversations are easy to scan

  • Ownership of messages is always clear

  • Context is never lost
     

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


B. Sidebar (Conversation List)
 

The sidebar is a live navigation panel for all conversations.
 

It displays:
 

  • Customer chats

  • Internal user-to-user chats

  • 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 matters:
 

  • Users instantly see what needs attention

  • No conversation is missed

  • Switching context is effortless
     


C. Header Actions (Per Conversation)
 

Every conversation includes quick actions:
 

  • Voice call

  • Video call

  • Search inside chat

  • Close / minimize
     

Why this matters:
 

  • Users move from chat → call in one click

  • Historical messages are easy to find

  • Communication never blocks workflow
     


3. How Messaging Works (System Behavior)
 

Every message in Biz1 follows a reliable, auditable lifecycle:
 

  1. User sends a message

  2. Message is saved immediately in the database

  3. Message appears in the sender’s chat window

  4. Recipients receive it in real time

  5. Unread indicators update automatically

  6. Notifications are sent if needed
     

Each message is:
 

  • Permanently stored

  • Linked to a sender

  • Timestamped

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

This guarantees accountability, traceability, and compliance.
 


4. Types of Conversations Supported
 

Biz1 Messenger supports multiple conversation contexts, all unified in the same interface:
 

  • Personal chats between team members

  • Customer chats linked directly to CRM records

  • Group chats for internal collaboration

  • Support chats for helpdesk workflows

  • Task and mission-related chats

  • Project discussions

  • AI-driven conversations and automations
     

From the user’s perspective, these all behave the same—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

  • Department coordination

  • Cross-functional collaboration

  • Internal announcements

  • Group decision-making
     

It is not:
 

  • A customer segment

  • A WhatsApp group

  • A marketing list

  • An automation target
     

It is strictly an internal team chat space.
 


How a Group Is Created
 

The user opens Add New Group from the sidebar.
 

A modal 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 chat store

  • The group is marked as a team group

  • Members are stored as a list of user IDs
     

The group is now live.
 


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 shows unread counts
     

  • 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 the group:
 

  • All other members receive notifications

  • Sidebar unread counters update instantly

  • Real-time indicators highlight activity
     

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


Group Video Calls
 

The group itself acts as a call context.
 

Users can:
 

  • Start a video call from the group chat

  • Invite all group members

  • Keep the call linked to the group conversation
     

This turns the group into a collaboration room, not just a chat.
 


Usage Across the Platform
 

The same group can be accessed from:
 

  • Sidebar chat

  • Telemarketing module

  • Internal messaging panels

  • Notification flows
     

The group is one entity, reused consistently across Biz1.
 


6. Smart Capabilities Built Into Messenger
 

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

  • Online presence indicators

  • Real-time unread counters

  • Search inside conversations

  • Inline media previews

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

  • Timezone-aware timestamps

  • Secure file handling
     

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


7. Security, Permissions, and Reliability

 

The Messenger system is built with enterprise-grade safeguards:
 

  • Authentication-based access

  • Role-based visibility

  • Message ownership validation

  • Secure uploads

  • Full audit trail

  • Protection against injection and XSS attacks
     

Users can only:
 

  • See conversations they are part of

  • Access groups they belong to

  • Read messages they are authorized to see
     

This guarantees privacy and compliance.
 


8. Platform-Wide Integration
 

The Messenger is deeply integrated into Biz1:
 

  • CRM – customer conversations stay with customer records

  • Missions & Tasks – discussions stay with work items

  • Orders & Invoices – communication stays with transactions

  • Automation & AI – conversations provide context for actions

  • Notifications – alerts across the platform

  • Telemarketing – shared chat context for agents
     

Everything connects back to the Messenger.
 


9. Why the Messenger Is Mission-Critical
 

Without Messenger:
 

  • Teams slow down

  • Context is lost

  • Customers wait longer

  • Decisions become unclear
     

With Messenger:
 

  • Communication is immediate

  • Collaboration is visible

  • Actions are traceable

  • Work flows naturally
     

It is not a feature—it is infrastructure.
 


Final Understanding
 

The Messenger / Chat System is Biz1’s central communication engine.
 

It delivers:
 

  • Real-time messaging

  • Business-linked conversations

  • Internal team collaboration

  • Group chats via Add New Group

  • File sharing

  • Voice and video calls

  • Secure, auditable communication
     

Everything happens in one place, with full context, and zero fragmentation.


 

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