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Conversation Settings: Administrator Guide

Updated over 2 months ago

This guide covers how administrators can configure conversation settings to control when and how conversations are used across the organization.


Accessing Settings

Navigate to Conversation Settings by:

  • Clicking the Conversations tile on the Home screen, then Settings

  • Clicking Settings under the Conversations submenu in the left-hand menu

Note: Conversation Settings are only available for Administrators in the Dashboard.

General Feature Settings

Feature Available Hours

Control when conversations can be sent and received throughout the week.

Available Days: Configure which days of the week conversations are allowed:

  • Su (Sunday)

  • Mo (Monday)

  • Tu (Tuesday)

  • We (Wednesday)

  • Th (Thursday)

  • Fr (Friday)

  • Sa (Saturday)

Time Restrictions: Set specific hours when conversations are active:

  • From: Start time for conversation availability

  • To: End time for conversation availability

Use Cases:

  • Restrict conversations to school hours only

  • Block weekend communications

  • Set "office hours" for staff availability

  • Prevent after-hours disruptions

Monitor Keywords

Automatically monitor conversations for specific words or phrases and alert designated recipients.

How It Works:

  • Add keywords that will trigger alerts when used in conversations

  • System monitors all conversations in real-time

  • Alerts are sent immediately when monitored keywords appear

Setting Up Keywords:

  • Enter keywords in the Keywords field

  • Separate multiple keywords appropriately

  • Consider variations of words you want to monitor

Alert Recipients:

  • Designate who receives keyword alerts

  • Can set multiple alert recipients for coverage

  • Recipients get notified when keywords are detected in conversations

Important: If no alert recipients are set, keyword monitoring will not function properly.

Unread Conversation Reminders

Status: Enabled/Disabled

When enabled, this feature sends reminders to users who have unread conversations, helping ensure important messages are not missed.

Benefits:

  • Reduces missed communications

  • Improves response times

  • Ensures important messages get attention

Translation Settings

Control how message translation works across the platform.

Translation Options:

Automatic:

  • Messages are automatically translated to the recipient's default language

  • No user action required

  • Seamless experience for multilingual environments

On Demand:

  • Users must manually request translation

  • Users press-hold on messages and click "Translate"

  • Gives users control over when translation occurs

Disabled:

  • No translation features available

  • All messages remain in original language

Considerations:

  • Choose based on your user base's language needs

  • Automatic translation works best for diverse language environments

  • On-demand gives users more control but requires extra steps

Role-Specific Settings

The above features apply to the entire site, but there are also role-specific settings that can be customized.

Teachers/Administrators/Staff Options:

  • Is Manager: Gives same conversation rights as Administrators

  • Can Create Public Conversations: Cannot be unselected without removing Is Manager first

  • Can See Hidden Users: Can be unselected regardless of Manager status

  • Communication permissions with other role groups

Parent option

  • Administrators have the option to allow parents to view student conversations.

Role Permission Details:

  • Above, Teachers are Managers at the site represented, meaning they have the same Conversation rights as Administrators

  • If the Is Manager box was unselected, the ability to unselect Can Create Public Conversations can also be unselected

  • Can See Hidden Users can be unselected whether the Is Manager option is selected or not

  • Teachers can communicate with users in all role groups - if any boxes were unchecked, Teachers as a group would not be able to communicate with that role

Students/Parents/Other Options:

  • Do not have Is Manager or Can See Hidden Users checked

  • Can only communicate with specific groups

  • Limited permissions compared to staff roles

Role-Specific Overrides: Each role can have custom available days and hours that override sitewide settings. Similar to General Settings, within each role group specific days and times can be turned off. Example: Teachers might only have conversations active Monday-Friday, 7 AM to 6 PM, even if the sitewide setting allows 24/7 communication.

Multi-Site Management

If the site is multi-site and an Administrator of all sites wants to apply Conversations settings quickly, the Administrator can click "Apply Settings for Other Sites" and see all of the sites they can apply these settings to.

Important: If any settings are changed, be sure to hit the Save button.


Best Practices for Administrators

Time and Day Restrictions

  • Consider your organization's operating hours

  • Account for different time zones if applicable

  • Balance accessibility with after-hours boundaries

  • Communicate restrictions clearly to users

Keyword Monitoring

  • Focus on words relevant to safety, policy, or compliance

  • Regularly review and update keyword lists

  • Ensure alert recipients are actively monitoring

  • Set up backup alert recipients for coverage

Translation Configuration

  • Survey your user base to understand language needs

  • Test translation quality with common phrases

  • Provide training on how to use translation features

  • Consider cultural sensitivity in automatic translations

Setting Changes

  • Document all setting changes for reference

  • Communicate major changes to users in advance

  • Test settings with a small group before full rollout

  • Monitor usage patterns after implementing changes

Troubleshooting Common Issues

Keywords Not Working:

  • Verify alert recipients are properly configured

  • Check that keywords are entered correctly

  • Ensure monitoring is enabled

Time Restrictions Not Applied:

  • Confirm timezone settings are correct

  • Verify day/time configurations are saved

  • Check for conflicting role-specific overrides

Translation Issues:

  • Test with common phrases in different languages

  • Verify user language preferences are set correctly

  • Check network connectivity for translation services

Reminder Problems:

  • Confirm unread reminder feature is enabled

  • Check user notification preferences

  • Verify email/SMS delivery settings are correct

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