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Chat Page - User Actions Guide

File Path: console/src/app/[tenant]/(console)/comms/chat/page.tsx Route: /[tenant]/comms/chat

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Overview

The Chat page provides a full SMS messaging interface for patient communication. Staff can view conversation lists, send/receive messages, attach files, use AI-suggested responses, and manage multiple patient conversations. Mobile-responsive with drawer navigation.

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Available Actions

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1. View Conversation List

Purpose: Browse all patient SMS conversations. Step-by-Step Instructions:

1. Navigate to Chat
   • Comms menu → Chat
2. View sidebar (desktop)
   • Automatically visible on left
3. View sidebar (mobile)
   • Tap “More Chats” button
   • Drawer opens from left
4. See conversation list:
   • Patient name(s)
   • Latest message preview
   • Timestamp
   • Unread indicator (blue dot)

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2. Select a Conversation

Purpose: Open a chat to view messages. Step-by-Step Instructions:

1. Click on conversation
   • In sidebar
2. Chat window loads
   • Shows message history
   • Most recent at bottom
3. URL updates
   • ?chatId=xxx parameter

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3. Filter Conversations

Purpose: Find specific chats quickly. Step-by-Step Instructions:

1. Use filter chips:
   • Unread: Show only unread chats
   • Unresponded: Chats needing response
   • Human Only: Hide AI-only conversations
   • My Location: Filter by your location (multi-location only)
2. Click chip to toggle
   • Blue = active
   • Gray = inactive
3. Multiple filters combine

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4. Search Conversations

Purpose: Find patient by name. Step-by-Step Instructions:

1. Locate search box
   • Below filter chips
2. Type patient name
   • Search is debounced (700ms)
3. Results update automatically

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5. Start New Chat

Purpose: Begin conversation with patient. Step-by-Step Instructions:

1. Click “New Chat” button
   • Top right of sidebar
2. Create Patient modal opens
   • Or select existing patient
3. Enter patient details
   • Phone number required
4. Chat created
   • Navigated to new conversation

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6. Send Text Message

Purpose: Send SMS to patient. Step-by-Step Instructions:

1. Select a conversation
2. Type message in input
   • Bottom of chat window
3. Press Enter to send
   • Or click send button (arrow)
4. Message appears in thread
5. Shift+Enter for new line

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7. Attach Files

Purpose: Send images or documents. Step-by-Step Instructions:

1. Click paperclip icon
   • Next to message input
2. Select file(s)
   • Multiple allowed
3. Files appear above input
   • With remove button
4. Click file to preview
   • Opens fullscreen viewer
5. Send with message
   • Files included

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8. Use AI Suggestions

Purpose: Send AI-generated responses. Step-by-Step Instructions:

1. Wait for patient message
2. View suggestion below message
   • AI-generated response
3. Click to use suggestion
   • Or modify before sending
4. Review and send

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9. Use Quick Reply Templates

Purpose: Insert saved message templates. Step-by-Step Instructions:

1. Start typing in input
2. Type ”/” to trigger suggestions
   • Or template shortcut
3. Select from list:
   • Patient-specific templates
   • Saved templates
   • Tenant templates
   • Event templates
4. Template inserts into input

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10. Handle Multiple Patients (Same Number)

Purpose: Manage shared phone numbers. Step-by-Step Instructions:

1. Notice multi-patient indicator
   • People icon with count
2. Hover for patient list
   • Tooltip shows all patients
3. Set primary patient
   • Modal prompts on suggestion use
   • Or manual selection

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11. View Call History in Chat

Purpose: See calls mixed with messages. Step-by-Step Instructions:

1. Scroll through messages
2. Calls appear in timeline
   • Different format than messages
   • Shows call summary

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12. Remove File Before Sending

Purpose: Cancel file attachment. Step-by-Step Instructions:

1. View attached files
   • Above message input
2. Click X on file
   • File removed
3. Toast confirmation

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13. Preview Attached File

Purpose: View file before sending. Step-by-Step Instructions:

1. Click on attached file
2. Fullscreen dialog opens
   • Zoom controls available
3. Click X to close

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14. Load More Conversations

Purpose: See older chats. Step-by-Step Instructions:

1. Scroll to bottom of sidebar
2. “Loading…” appears
   • Or “Scroll to load more”
3. More chats load automatically
   • Infinite scroll

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Message Input Features

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Conversation Indicators

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Chat Filters

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Mobile Experience

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Opted Out Numbers

When a number is opted out:

• Ban icon displayed
• Chat dimmed
• Message input disabled
• Shows “opted out” message

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Permissions

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Troubleshooting