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Conversations

In this topic you will learn how to use the BlueStep Conversations feature to send real-time messages between staff users.

Accessing Conversations

Access Conversations by clicking on the “Conversations” link at the top of a Manage page. A red badge with a number inside will show the number of unread messages you have. If you don’t see the Conversations link please contact your BlueStep implementation specialist.

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After clicking the on the Conversations link you will see the conversations view. A list of conversations is shown on the left, unread messages will be shown in red. Selecting a conversation from this list will display the messages for the selected conversation in the messages panel on the right.

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Adding Conversations

To add a new conversation click on the “Add Conversation” button.

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  1. Enter Subject: Enter a subject to be used as the subject of this conversation. If you leave this field blank the subject of this conversation will be the name of the other participant in this conversation (if only one other participant) or the number of participants (f more than one participant).
  2. Select Active Client: You may select an active client to include in the subject line of this conversation. This field is optional.
  3. Add Participants: You must select at least one other participant for this conversation. Click “Select Participants” then choose participants by department, or individually. You may have the option to select participants from your unit and from other units.
  4. Save: When you have added the above information click the “Save” button. It is possible that you need to scroll down to see the Save button. After saving the conversation you will be taken to the messages panel for the newly created conversation.

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Conversation Messages

Add a new message by typing your message into the box at the bottom of the messages panel, then either clicking on the send (paper airplane) button or hitting return/enter on your keyboard.

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Click on the “Participants” button to see the participant list for this conversation. From this screen you can also add participants to the conversation and click the “Save” button. If you don’t add participants you can get back to the conversation messages view by either clicking on the “Conversation” button at the top or clicking on the “Cancel” button.

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Archiving Messages

While viewing a conversation you can archive that conversation by clicking on the “Archive” button. This moves the selected conversation to the archive folder.

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View all conversations in the archive folder by clicking on the “View Archive” button.

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While viewing an archived conversation you can unarchive a conversation by clicking on the “Unarchive” button. Also note that conversations are automatically unarchived for all participants if any one participant enters a new message in that conversation.

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While viewing archived conversations you can return to the Conversations view by clicking on the “View Conversations” button.

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Filter/Search Conversations and Messages

You can filter conversations anytime by entering search text into the “Filter” text box and hitting return/enter on your keyboard. The list of conversations will then be filtered to only show those conversations that have a subject or attached message that contain that search text.

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When the conversation list is filtered the search text for that filter will be shown in gray below the Filter text box. To remove the filter click on the “X” next to the search text.

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