Chat and Collaborate widget

This article provides an overview of the Chat & Collaborate widget for both the Attendee and Moderator. 

The Chat & Collaborate widget is supported for desktop and mobile on a web browser.

To access the Chat & Collaborate widget on a desktop

1. Click the "expand" button  in the upper right corner of the screen.
   
   Attendee View
    Your admin may have implemented a Customization popup that may include a disclaimer (or legal consent), that you must accept before using the widget. This disclaimer informs you that the data from private conversations is recorded. The Customization popup also allows you to further customize your experience regarding toast notifications, private chat, and privacy settings.
   
2. Once you are finished making your selections, click Accept. The Chat & Collaborate widget displays.
   
   Attendee View
    

To access the Chat & Collaborate widget on a mobile

The Chat & Collaborate widget is open automatically when you enter the site. 

Your admin may have implemented a Customization popup that may include a disclaimer (or legal consent), that you must accept before using the widget. This disclaimer informs you that the data from private conversations is recorded. The Customization popup also allows you to further customize your experience regarding toast notifications, private chat, and privacy settings.

Once you are finished making your selections, click Accept. The Private chat displays.

The Chat & Collaborate widget menu

The Chat & Collaborate widget menu is located on the right sidebar in desktop and on the bottom of the screen in mobile. The menu displays differently for an attendee and moderator. It contains three tabs for the attendee and five tabs for the moderator.

• Assistant (moderator only)
• Interactions (moderator only)
• Updates
• Live stage
• Private chat

Assistant (moderator only)

The Assistant tab offers moderators peace of mind via several functionalities that empower them to more easily moderate and do more with their time during a session. 

Gain real time insight on your session

Kaltura pulls data points right into the session, including attendee numbers, turnout rate (percentage of those registered who are actually logged into the session), engagement rate (viewers who watch in full screen or with the focus on the tab and sound on), and time to end. These real time, crucial metrics keep moderators minded of how their session is performing. 

Moderator View 

Choose appropriate engagement methods based on indicators

Kaltura provides indicators to moderators based on metric trends. Moderators are, thus, empowered to choose appropriate engagement methods based on what's going on in their session. For example, if engagement rates are trending up (indicated by a green up arrow next to Engagement rate, shown in our example above), it may be a great time to send out a poll.

Quickly drive actions to boost engagement

Kaltura provides shortcuts to drive these actions (creating and publishing polls, crowd votes, and chat messages to the group) right inside the Assistant, keeping everything at the moderator's fingertips.

Moderator View 

Create and publish a poll, crowd vote, or chat message from the Assistant tab

As stated above, you may choose from any of the automatically generated shortcuts to drive actions. 

• If you would like to create a poll, click Select poll. You are redirected to the Interactions tab with the poll displayed and text pre-filled for both the question and possible answers. Edit the question and possible answers as desired.
• If you would like to create a crowd vote, click Select vote. You are redirected to the Interactions tab with the crowd vote displayed and text pre-filled. Edit the text as desired.
• If you would like to create a chat message, click Select chat message. You are redirected to the Live stage Chat tab with the chat displayed and text pre-filled.  Edit the text as desired.

You may also scroll down and click Generate interactions to generate even more ideas for other possible interactions.

Moderator View 

Interactions (moderator only)

The Interactions tab allows a moderator to create and publish interaction tools, including text polls, rating scales, and crowd votes. The Interactions tab displays only to moderators.

Moderator View

Create and publish a poll from the Interactions tab

1. Click Poll to begin creating a poll.
   
2. Type your question, options (up to 5), decide whether to share results with attendees, save as a draft, or publish now.
   If you choose to save the poll as a draft, you may access it through the Interactions drafts button on the Interactions tab, hover over the draft and either edit it or publish it now.
   If you choose to publish now, it will be published to your attendees immediately, initially displaying as a small toast popup in the lower left corner of the screen, then displaying in the Feed sub-tab of the Live stage tab.

Create and publish a rating scale poll from the Interactions tab

1. Click Rating scale to begin creating a rating scale.
   
2. Type your question/statement, choose your rating scale emoji, decide whether to share results with attendees, save as a draft, or publish now.
   If you choose to save the rating scale as a draft, you may access it through the Interactions drafts button on the Interactions tab, hover over the draft and either edit it or publish it now.
   If you choose to publish now, it will be published to your attendees immediately, initially displaying as a small toast popup in the lower left corner of the screen, then displaying in the Feed sub-tab of the Live stage tab.

Create and publish a crowd vote poll from the Interactions tab

1. Click Crowd vote to begin creating a crowd vote.
   
2. Type your question/statement, choose your crowd vote emoji, decide whether to share results with attendees, save as a draft, or publish now.
   If you choose to save the crowd vote as a draft, you may access it through the Interactions drafts button on the Interactions tab, hover over the draft and either edit it or publish it now.
   If you choose to publish now, it will be published to your attendees immediately, initially displaying as a small toast popup in the lower left corner of the screen, then displaying in the Feed sub-tab of the Live stage tab.

Create and publish an announcement from the Interactions tab

1. Click Announcement to begin creating an announcement.
   
2. Decide how you would like your announcement to display - "loudly" overlaying the Chat and Collaboration widget, or "quietly" as a pop up (toast). 
   
   

Example of a "loud" overlay announcement	Example of a "quiet" pop up (toast) announcement



3. Type a title for your announcement (optional), such as "Mid-webinar alert!". Then type the announcement itself, such as "Get your questions ready for the upcoming Q&A session!".
4. Click + Add CTA button and additional options display.
   
5. Type a label for your CTA button, along with a URL to which users will be directed upon clicking the CTA button. If you change your mind and decide not to include a CTA, you can always clear it by clicking the "trash can" icon.
6. Choose to save the announcement as a draft or send it immediately to attendees. 
   
   If you chose to save the announcement as a draft, you can always access it again, edit it if desired, and send it. Click on the Interaction drafts button on the Interactions tab. 
   The Interactions draft screen displays. Hover over the desired announcement and choose the "pencil" icon to edit it or click the Send button to send it immediately to attendees.

Create and publish a crowd reaction from the Interactions tab

1. Click Crowd reaction to begin creating a crowd reaction.
   
2. Hover over the desired crowd reaction and the crowd reaction is highlighted with a Send button.
   
3. Click to send the crowd reaction.

Updates

The Updates tab displays the notifications sent from the moderator to all participants during the session. The Updates tab displays the same to an attendee and a moderator.

Attendee View 

The following shows the Updates tab with a small toast popup in the lower left corner of the screen.

Attendee View 

Live Stage 

The Live Stage tab is only for a specific context, for example, a specific session, and displays differently for an attendee and moderator.

The Live Stage tab includes the following sub-tabs:

• Chat
• Q&A
• Feed

Chat tab - The Chat tab presents the group chat for a specific context/session. Attendees can write, like, and reply to messages. They can also delete their own messages. Moderators have the additional abilities to pin and delete all messages, block users from the group chat, and access interaction capabilities. The Chat tab displays differently for an attendee and moderator.

Attendee View 

• Type your message in the "Write your message" field to start chatting.
• Hover over a message and select the "Like" icon to like a message. 
• Hover over a message and select the "Reply" icon to reply to a message. 
• Hover over your own message and select the "Trashcan" icon to delete your message.

Moderator View 

• Type your message in the "Write your message" field to start chatting.
• Hover over a message and select the "Like" icon to like a message. 
• Hover over a message and select the "Reply" icon to reply to a message. 
• Hover over any message and select the "Trashcan" icon to delete the message.
• Hover over a message and select the "Pin" icon to pin the message to the top of the list. 
• Hover over a message and select the "Block" icon to block the user. 
• Click one of the interaction "cards" at the top of the screen to access interaction capabilities.

Q&A tab - 

The Q&A tab is used by attendees to ask questions to the moderator. This tab is used by moderators to answer questions from session attendees. 

Single thread versus Multi thread (multiple question threads) capability

Your Admin may choose between maintaining a single conversational thread (default) or multiple conversation threads per user. Single thread configuration means one single thread will contain all the questions that an attendee asks. Multi thread configuration means each question that an attendee asks is given its own separate thread. In other words, attendees may have several chats/threads open with a moderator at the same time. This allows for organization of questions based on context. 

Single thread (default):

Attendee View

Multi thread:

Attendee View

The Q&A tab displays differently for an attendee and moderator.

Attendee experience

When posing your very first question to the moderator (no question threads exist between you and the moderator)

1. Click the Ask new question button.
   
   Attendee View
   The Write your message field displays.
   
   Attendee View
2. Type your question in the "Write your message" field and press Enter. The conversation thread (denoted by the question header at the top) displays with the question as the first message. The moderator then answers your question in that conversation thread. 
   Attendee View
3. You may click the back arrow to the left of the question header to exit the thread and navigate back to the Q&A tab with the question list. Your first question thread is displayed.
   
   Attendee View
4. You may click on that question thread at any time to return to it and continue your chat with the moderator.

Create a new thread with the moderator (one or more question threads already exist between you and the moderator)

1. Click the Ask new question button.
   
   Attendee View
   The Write your message field displays.
   
   Attendee View
2. Type your question in the "Write your message" field and press Enter. The conversation thread (denoted by the question header at the top) displays with the question as the first message. The moderator then answers your question in that conversation thread.
   
   Attendee View
3. You may click the back arrow to the left of the question header to exit the thread and navigate back to the Q&A tab with the question list. Your question threads are displayed.
   
   Attendee View
4. You may click on that question thread at any time to return to it and continue your chat with the moderator.

Attendees have the following additional capabilities in the Q&A tab: 

• Hover over a message and select the "Like" icon to like a message.
• Hover over a message and select the "Reply" icon to reply to a message. 
• Hover over your own message and select the "Trashcan" icon to delete your message.

Moderator experience

For the moderator, if there are no messages from attendees, the following is displayed.

Moderator View 

If there are messages from attendees, the following is displayed. 

Moderator View 

The number of pending chats and claimed chats are displayed, along with arrows allowing you to either expand or collapse both lists. 

To read a pending or claimed chat, click on the chat (not the Reply button). 

To claim a pending chat and begin a one-on-one conversation with that attendee -

1. Click the Reply button to the right of an attendee's name. A one-on-one conversation is initiated with that attendee.
   
   Moderator View
    
2. Type your message in the "Write your message" field. Notice a message above the field reads "Answering as [Session Name], indicating that you are talking in the chat as a moderator, and you are not in a private chat. 

To navigate back to the Q&A tab, click the back arrow. 

To "un-claim" and send the chat back to pending chats, click the three dots and choose Send back to pending chats button.

Moderators have the following additional capabilities in the Q&A tab, just as they do in the Chat sub-tab. 

• Hover over a message and select the "Like" icon to like a message. 
• Hover over a message and select the "Reply" icon to reply to a message. 
• Hover over any message and select the "Trashcan" icon to delete the message.
• Hover over a message and select the "Pin" icon to pin the message to the top of the list. 
• Hover over a message and select the "Block" icon to block the user. 
• Click one of the interaction "cards" at the top of the screen to access interaction capabilities.

Feed tab - The Feed tab contains several components, similar to a social media feed. Attendees and moderators use this tab to view items such as messages pinned by moderators and interactions (polls, rating scale polls, and crowd vote polls). The Feed tab displays differently for an attendee and moderator.

Attendee View 

Moderator View 

Moderators may:

• Publish a question with an answer from the moderator app and it will display on the Feed tab.
  
• Hide results of a poll, end polls, and unpublish polls on the Feed tab, or from the moderator app. 
• Pin a message from the Chat and Q&A tabs and it will display on the Feed tab as a "pinned message". (A message that was pinned can also be unpinned by a moderator.)
• Click one of the interaction "cards" at the top of the screen to access interaction capabilities.

Private chat

The Private Chat tab is where you may have a 1:1 chat with another participant. The Private Chat tab displays the same to an attendee and a moderator.

Click on the Private Chat tab, then click the Connect with attendees button.

Attendee View 

Suggested connections are displayed, or you may search for a connection using the Search bar.

Attendee View 

Once you've chosen your connection to chat with, that person receives a message that you would like to connect. The request will be in pending state until he/she chooses to "accept" or "ignore" it. In our example below, Nova Jones has sent this user a request to connect. In addition, this user has sent Contance Chen a request to connect.

Attendee View 

Once accepted, the private chat initiates. 

Private chats are not connected to a specific session or context. The ability to chat privately with a connection continues after the session ends.

Settings

A participant may decide to configure their own settings. Click the three dots and a list of options displays. 

Click the desired option to enable it.

• Allow toast notification - Some examples of toast notifications include new polls, messages sent specifically to you, or updates. 
• Enable private chat - Chatting 1:1 with other participants. 
• Show my last name - Displaying your full name, not just your first name.

Reactions

1. The possible reaction types display horizontally. Click on the Reactions icon (clapping hands).  
   
2. Click on the desired reaction.
   The reactions you initiate will display to everyone in the session.
   
   Attendee View