COMO USAR A DIGISAC PSICÓLOGAS PSICOGATTI LTDA

Lucas Danezi

4 Aug 202413:33

Summary

TLDRThis video tutorial explains how to organize company groups and manage conversations within the Dsec platform. It covers the functionalities of the 'Chats', 'Queue', and 'Contacts' tabs, similar to WhatsApp Web, allowing users to manage assignments and communications. The video demonstrates how to set permissions, use filters for efficient organization, and handle internal and external messages. Additionally, it guides on adding new contacts and handling special cases like suspended services, emphasizing the importance of coordination and proper user assignments.

Takeaways

💬 The 'Chats' section shows all conversations assigned to the user's department or individual user.
👥 Users can only view and interact with messages assigned to them or their department.
👩‍⚕️ The example used involves psychologist Vitória and her interactions with clients like the company Radiante.
🔒 Departments and users have different permissions; only the assigned user can send messages to a particular group.
🏷️ Company tags are managed by the coordinator, and only they can edit them unless otherwise instructed.
📝 Internal comments can be made visible only to users within a specific call, not to the company or group.
⚡ Quick messages are available for common responses, such as referring clients to specific contacts for financial or commercial issues.
🔄 Users must transfer calls to themselves before they can interact with a group or company.
🔍 Filtering and organizing conversations can be done using tags and other criteria like company type or department.
📞 New contacts can be added with specific details like name, role, and company, making future identification easier.

Q & A

What are the three tabs available in the DSEC chat interface?
-The three tabs available in the DSEC chat interface are Chat, Queue, and Contacts. The Queue tab is not used by default.
How are chats displayed in the DSEC system?
-Chats are displayed based on the groups or conversations assigned to the user's department or directly to the user.
Who can see the chats assigned to a specific department?
-All members of the department to which the chat is assigned can see the chats. For example, if a chat is assigned to the 'psychologist' department, all users in that department can see it.
What information is shown under the chat details for a company?
-Under chat details for a company, you can see the connection used for the chat, the assigned department, tags related to the company, and any relevant observations.
Who is responsible for editing tags in the DSEC system?
-Coordinators are responsible for editing tags in the DSEC system. Psychologists should only observe the tags and make changes if specifically requested by a coordinator.
How can a user send a message within a group chat?
-To send a message within a group chat, a user must transfer the call to themselves. This can be done by selecting the user's name from the department list and saving the changes.
What is the purpose of the 'Internal Comment' feature?
-The 'Internal Comment' feature allows users to write comments that are only visible to other users in the same call but not to the external company group.
How can a user quickly respond to a client about commercial or financial matters?
-Users can use predefined quick messages for commercial or financial matters by selecting the appropriate quick message from the options available.
What happens when a coordinator wants to send a message in a group chat?
-When a coordinator wants to send a message in a group chat, they must transfer the call to themselves, which temporarily prevents the previously assigned user from sending messages.
How can users filter contacts or conversations in the DSEC system?
-Users can filter contacts or conversations by using tags and filters. For example, they can filter by 'external evaluation collaborators' or by specific companies or departments.
What should a user do if they need to edit the details of a contact in the DSEC system?
-To edit the details of a contact, the user should click on the three dots next to the contact and select 'Edit'. They can then update the necessary information and save the changes.
What does it mean when a company's tag says 'suspended'?
-A 'suspended' tag indicates that the company's services have been temporarily suspended. This is usually communicated by the coordinator, and the user will no longer be able to see the group's messages.

Outlines

00:00

📋 Organizing Company Groups in dsec

This paragraph explains how to organize company groups within the dsec platform. It describes the different tabs available (chat, queue, and contacts) and highlights that chats show all groups or conversations assigned to a department or user. The example of a psychologist named Vitória is used to illustrate how conversations are attributed to her department. It also mentions the importance of tags and how they are managed by the coordinator, and provides a detailed comparison to WhatsApp Web, explaining various functionalities like internal comments and user-specific messages.

05:00

⚡ Using Quick Messages

This section details the use of quick messages for handling specific client inquiries. It describes the process of using predefined messages for commercial and financial topics, showing how to select and send these messages quickly. The paragraph also outlines the role of the coordinator in managing group assignments and ensuring proper communication flow within the groups, using another example to clarify how group messages are managed and transferred among users.

10:02

🔄 Adding and Managing Contacts

This paragraph focuses on the process of adding new contacts, particularly collaborators, in the dsec platform. It provides a step-by-step guide on how to create a new contact, including entering details such as name, job title, company, and tags. It also explains the importance of properly categorizing contacts to facilitate future interactions and mentions how to filter contacts based on specific criteria. Additionally, it highlights the procedure for editing contact information and managing suspended services, ensuring clear communication about service status within the platform.

Mindmap

Keywords

💡Dsec

Dsec is the platform used for organizing and managing groups and conversations within the company. It is central to the video's theme as it details how different functionalities and organizational structures are utilized within Dsec to streamline communication and task management. For example, the video explains how chats, queues, and contacts are managed in Dsec.

💡Chats

Chats refer to the conversations within the Dsec platform assigned to specific departments or users. It plays a crucial role in the video as it demonstrates how team members can view and manage their assigned conversations, ensuring efficient communication. The video shows how all chats related to a user or department appear in this section.

💡Departments

Departments in Dsec are groups of users assigned to handle specific types of tasks or clients. This concept is important as it highlights the organizational structure within the platform, ensuring that tasks are properly distributed among relevant team members. The video gives an example of how a psychologist, Vitória, is part of a department handling specific clients.

💡Tags

Tags are labels used to categorize and filter conversations and contacts within Dsec. They help in organizing information and making it easily searchable. The video emphasizes the importance of tags for maintaining order and ensuring that only authorized personnel make changes to them, underlining their role in the system's efficiency.

💡Coordinators

Coordinators are the users with higher privileges who oversee the organization of tasks and can make changes to tags and assignments in Dsec. They are crucial for maintaining order and delegating tasks appropriately. The video mentions the coordinator Patrícia, who can alter tags and reassign tasks within the system.

💡Transferir Chamado

Transferir Chamado, or transferring a call, refers to the action of reassigning a conversation to a different user within Dsec. This ensures that the right person handles the appropriate task. The video illustrates how Vitória needs to transfer a call to herself to interact with a client, demonstrating the system's workflow.

💡Empresas

Empresas, or companies, are the clients being managed within the Dsec platform. They are categorized and assigned to different departments for various tasks. The video uses examples like Radiante and Medivo to show how companies are managed and categorized in Dsec.

💡Observações

Observações, or observations, are notes added to a company or contact within Dsec to provide additional information. These notes help in keeping track of specific details that may be important for future reference. The video advises users to align with coordinators before making changes to observations to avoid errors.

💡Mensagens Rápidas

Mensagens Rápidas, or quick messages, are predefined responses that can be used to save time when communicating common messages. They streamline communication by allowing users to quickly send standard replies. The video shows examples of quick messages for directing clients to the appropriate contact for commercial or financial queries.

💡Filtros

Filtros, or filters, are tools within Dsec that allow users to sort and view specific categories of conversations or contacts. Filters enhance the efficiency of the system by making it easier to find relevant information quickly. The video demonstrates how filters can be applied to view specific types of companies or contacts.

Highlights

Introduction to organizing company groups within the DSEC platform.

Explanation of the 'Chats', 'Queue', and 'Contacts' tabs, with 'Queue' not being used.

In 'Chats', users see groups or conversations assigned to their department or themselves.

Example provided using the psychologist Vitória's account to demonstrate group visibility.

Groups function similarly to WhatsApp Web, including user and department assignments.

Details about company tags and the importance of not altering them without permission.

Categories for companies (e.g., A, B, C) and future plans to add colored icons for easier identification.

Process of transferring a call to a user to enable them to participate in the group conversation.

Internal comments feature, allowing messages visible only to users within the call, not the company group.

Quick messages for handling commercial and financial topics directly with the company's contacts.

Process for the coordinator to speak in the group by transferring the call to themselves.

Steps for a user to select their department and transfer the call to themselves to participate.

Explanation of the 'Contacts' tab containing all groups or conversations on the platform.

How to register a new collaborator contact for external evaluations and the importance of accurate information.

Using filters to quickly find collaborators or companies based on specific tags or criteria.

Editing contact information if any errors are found during registration.

Tagging suspended services and the process for suspending group visibility when services are halted.