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Discussions Β· Meet

Chat, call and meet

Discussions is the instant messaging of PAFworks: direct messages and groups with your colleagues, files shared in a click, and calls started from a conversation. Meet holds video meetings in the browser, with people who have no account.

Before you start

  • A PAFworks account. Discussions and Meet are in the left bar.
  • Both depend on your administrator: Meet, and the calls of Discussions, need a meeting server set up in the administration. Without one, Meet is not in the left bar and conversations have no call buttons.
  • For calls and meetings, a recent browser, a microphone or a headset, and a camera if you want to be seen.

The Discussions page

Click Discussions in the left bar. Your conversations are listed on the left: the Groups, then the Direct messages, each with the number of messages you have not read. In a group, @ instead of a number means someone mentioned you. People, at the bottom of the list, opens the directory of your colleagues: click a name to write to them. The Filter field narrows the list.

The Discussions page: the groups and direct messages on the left, the group Website redesign open on the right

The open conversation fills the rest of the page; a red New messages line marks where you stopped reading. Its header holds the Call and Video call buttons, Open in a window, which opens the conversation in a small browser window of its own, and Details.

Start a conversation

  1. Click New, then Direct message to write to one person, or Group for several.

    The New menu of Discussions: Direct message and Group
  2. For a direct message, pick the person in the list, or type the start of their name. The conversation opens at once.

  3. For a group, type its Name, then pick its Members one by one. To bring in a whole team, tick it under Add the members of a user group. Click Create.

    The New group window: the name Trade fair 2027, two members chosen and the Sales user group ticked

The people you add find the group in their list right away, and their bell tells them who added them. The lists of these windows hold the people of your organisation; to bring in someone from outside, see Invite people from outside.

Manage a group

Click Details (the i at the top right of the conversation). Whoever created the group is its Owner. The owner and the Admins can:

The Details panel of a group: name, topic, notifications and the four members with their roles

Every member finds in the same panel the Notifications of the conversation (see Stay informed) and Leave the group. In a direct message, Close this conversation hides it from your list until the next message.

Write, reply, react

Type in the field at the bottom and press Enter to send; Shift+Enter starts a new line. Simple Markdown formatting works: **bold**, *italics*, lists, quotes, code and links. What you start typing is kept as a draft until you send it.

Point at a message to show its actions: a quick reaction (πŸ‘ ❀️ πŸ˜‚ πŸŽ‰ πŸ‘€), Reply (the arrow), and for your own messages Edit and Delete.

Messages of a group: a reply quoting an earlier message, reactions, a mention of @alice, and the actions shown on a message
Replying to a message: typing @da proposes @david, David Rossi

Share files

Click the paper clip left of the field:

The paper clip menu: From the computer and From PAFworks
The Attach from PAFworks window with Service agreement.pdf ticked

A file in a message opens beside the conversation, in the viewer PAFworks has for it; Full page opens it in a tab of its own. A member who has access to the file in their own right opens it with their own rights, for instance to edit it; the others read it through the message.

On the Discussions page, the search field at the top searches your messages. Type a few words: the messages found take the place of the list of conversations, with the words highlighted. Click one to open its conversation at that message, and empty the field to get your conversations back.

Click in the empty field to add a filter: From (a person), In (a conversation), Period or Attachment.

The search field of the Discussions page and its filters: From, In, Period, Attachment
Two messages found for services, in place of the conversations; the first one is open

Your messages also come up in the search of the other pages, beside your files, mail and events.

Stay informed

Notifications on your devices

The Discussions page offers to show your new messages on the device you are using, even when the page is closed. Click Turn on, then accept in the browser. On an iPhone or an iPad, add PAFworks to the home screen first: Share, then Add to Home Screen.

The offer of the Discussions page: Be notified of new messages on this device, even when this page is closed, with Turn on

Each conversation has its own Notifications, in its Details: Every message, Mentions only or Nothing. Pin to the top of the list keeps it first. You are never notified of the conversation you are reading.

The rest is in your preferences: click your avatar at the bottom of the left bar. In Desktop notifications, choose to Play a sound for a new message, whether a notification may Show what they say, and Mail me what I have not read: one e-mail sums up the messages that stayed unread for 30 minutes while none of your devices was in use.

The Desktop notifications panel of the preferences, with the options of Discussions

Your status

Click your name at the top of the list. Choose Online, Do not disturb (no notification, no sound and no ringing call) or Appear offline, and type a Status message if you like: your colleagues read it at the top of their direct conversation with you.

The status menu: Online, Do not disturb, Appear offline and a status message

Your conversations on every page

On a large screen, a Discussions bar sits at the bottom right of the other pages, with the number of conversations you have not read. Click it to list your conversations, then click one: it opens in a small window that stays open while you move from page to page. Two windows fit side by side, and a click on a window's title folds it down.

The Calendar page with a conversation open in a small window at the bottom right

Call from a conversation

  1. In the header of a group or of a direct message, click Call (the phone) or Video call (the camera). The call opens in a new tab, on the screen where you check your microphone and camera; after Call, the camera starts off. Click Join the meeting.

    The screen before joining the call of the group Website redesign, camera turned off
  2. Meanwhile, the pages of the other members ring for 45 seconds, whatever page of PAFworks they are on: a card offers Join and Ignore β€” in a direct message, Decline, which ends the call. Members with no page open get a notification on their devices, if they turned notifications on.

  3. The conversation follows the call: who is in it, and a Join button for anyone who comes later. The header reads Join the call as long as it lasts: a conversation has one call at a time.

    The group Website redesign during a video call: the call in the conversation with End the call and Join, and Join the call in the header

The call ends when everyone has left it, or with End the call, which disconnects everyone: the caller, an admin of the group, or either person of a direct message can use it. The conversation then shows how long it lasted, or that nobody answered. In the call itself, you have every control of a meeting: see In the meeting.

Invite people from outside

A client or a partner can take part in a group without an account. You need to be allowed to add people to the group: the owner, an admin, or anyone when Every member may invite is on.

  1. Open the group's Details and click By mail.

  2. Type their addresses, separated by commas, and a word for them if you like. Click Send the invitations. The address of one of your colleagues simply adds them to the group.

    The By mail form of a group above its members, among them a guest
  3. Each guest receives an e-mail with a link to the discussion. On the page it opens, they click Send me a code, type the 6-digit code they receive by e-mail, and the discussion opens. No password, no account.

    The discussion as the guest sees it, in their client space beside their workspaces

The guest appears among the members as Guest, named after the first part of their e-mail address. They read and write messages but cannot send files, and they see the names of the members, never their addresses. They find the discussion again in their client space, under Your discussions, beside the workspaces shared with them. The owner or an admin removes a guest with the cross beside their name: the discussion closes for them at once.

Other organisations and Matrix. When your administrator has connected PAFworks to other instances, the Direct message window also accepts the address of someone of another organisation: your first message reaches them as a contact request, which they accept, ignore or block. An administrator can also connect Discussions to Matrix: the owner or an admin of a group then links the group to a public Matrix room in its Details, under Matrix room, and what the group writes becomes public there. Calls do not reach the people of other instances nor of Matrix.

Open a group to visitors

A public link lets anyone take part in a group without an account: they give a name, and write. In support mode, each visitor gets a private conversation with the members of the group instead, which makes a chat for your website. The owner and the admins of a group create its links.

  1. Open the group's Details. Under Public links, click New link.

  2. Name the link for yourself, then choose what it allows:

    OptionWhat it does
    Visitors may writeOff, the visitors only read.
    Visitors see the filesThe visitors can open the files of the messages.
    Can be embedded in a web siteThe discussion can be shown inside a page of your website. List the sites allowed, one per line, or leave the field empty for any site.
    Support: a private conversation per visitorThe visitors do not read each other: each one talks with the members of the group.
    HistoryWithout support mode: Visitors read the whole history, or Visitors read from their arrival.
    Expires onThe link stops at the end of that day.
    Password (optional)Asked before the discussion opens. An embeddable link has none.
    The New link form of a group: embeddable, in support mode, for the site https://www.acme.example
  3. Click Create: the link is copied, ready to be pasted. Its card keeps Copy the link, Copy the embed code for an embeddable link, and Revoke, which takes its visitors out of the discussion at once.

    The card of a public link: support, Visitors write, embeddable, with Copy the link, Copy the embed code and Revoke

The embed code is a frame to paste in a page of your website, such as <iframe src="https://cloud.example.com/c/…/?embed=1" style="width:100%;height:600px;border:0" …></iframe>.

What your visitors see

The visitor opens the link, or the page of your website that holds the frame, and types the password if the link has one. They type their name, which everybody in the discussion will see, and click Join. Then they write in Write a message… and read the answers as they come. Their browser remembers them: when they come back, the conversation is still there.

The discussion in the frame of a website: the visitor types their name before joining
The visitor's conversation in the frame: their question and the answer of Alice Martin

Answer your visitors

In support mode, each visitor's conversation appears under Visitors at the top of your list, under the name they gave, for every member of the group. Answer as in any conversation; a call started there shows on the visitor's page, where they can join it. When the request is settled, click Mark as dealt with: the conversation is greyed out until the visitor writes again, and Reopen brings it back.

A visitor's conversation under Visitors, with the visitor's question, the answer and Mark as dealt with

Meet: your meeting room

Click Meet in the left bar. Under Instant meeting, a room is ready for you, with its Meeting link:

The Meet page: the instant meeting with its link, the upcoming meetings and the recent ones
Inviting Sophie Laurent to the instant meeting, before Send the invitations

The page offers the same room until someone joins it; the next time, a fresh room waits, and the one you used moves to Recent meetings. Upcoming meetings lists the meetings of your calendars that have a room, with a Join button.

Schedule a meeting

  1. On the Meet page, click Schedule. The week of your calendars appears, your events drawn as blocks.

  2. Click a free slot: the grid says so if it overlaps an event. Give the meeting a Title, choose its Duration and, if you have several calendars, the Calendar it goes in. Add the Participants: contacts, colleagues or any address. Each of them receives an invitation to add to their calendar.

    Schedule a meeting: the week grid with a slot picked on Wednesday at 2 PM, the title, the duration and one participant
  3. Click Schedule the meeting. The meeting goes into your calendar with its link, and appears under Upcoming meetings.

    The confirmation Meeting scheduled, with Copy the link and Open in the calendar

You can also add a meeting to an e-mail you write, or create one from the calendar: see Mail, calendar and contacts. Booking pages can give each appointment its own meeting: see Let people book a meeting or pick a date.

Join a meeting

Whoever opens the link of a meeting arrives on the same screen: a preview of their camera, the Microphone and the Camera to use, and a Background: Blur, Strong blur, a backdrop such as Paper or Teal, or a picture of your own with Import. The round buttons under the preview turn the microphone and the camera off. Then click Join the meeting.

People without an account type Your name, the name the others will see. They need nothing else: no account and no installation, just the link and their browser.

The screen a guest sees before joining: their name, microphone, camera, backgrounds and Join the meeting

Guests depend on your administrator. When guests are not allowed, the link asks people without an account to sign in, and only the people of your organisation can join.

In the meeting

The bar at the bottom of the room holds the controls; point at a button to read its name.

ButtonWhat it does
Microphone and cameraTurn them off and on. Ctrl+D and Ctrl+E do the same (⌘ on a Mac).
Share my screenShows a window, a tab or your whole screen, as your browser offers. It takes the middle of the room.
Open a fileThe organiser's: puts a document on the stage (see below).
Raise my handA βœ‹ appears beside your name in the participants.
ChatMessages to everyone in the room. They are kept after the meeting.
ParticipantsWho is there, who is muted, whose hand is raised.
TranscriptionWhat is being said, written down under the name of whoever says it, while the organiser has the transcription on (see below).
Speaker view / Grid viewThe person speaking in large, or everyone the same size.
Background, Devices, FullscreenChange the background of your camera, or the microphone, camera and speaker in use; fill the screen.
LeaveLeave the room. You can come back as long as the meeting is open.

For the organiser

The organiser β€” who created the room, or who started the call β€” has more controls:

A document on the stage

The organiser clicks Open a file and chooses:

Pick the file in your files and click Present or Open for editing. The document takes the stage, and the participants move to a strip below it. Stop presenting takes it off.

Everyone in the room reads it, guests included. While a document is on the stage, whoever joined with the link can read it, and change it in Edit mode. Nothing else of your files is opened to them, and the access ends when the document leaves the stage.

Transcription

When your administrator has turned on Meeting transcription in the settings, the organiser finds a Transcription button in the bar of the room. Its panel has Start transcribing: from then on, what each person says appears in the panel a second or two later, under their name, like messages in the chat. Three dots show who is speaking while their words are on their way.

When the transcription stops, a meeting note is written in the organiser's files, in the folder Comptes rendus (your administrator can choose another): a Markdown file named after the date and the title of the meeting, with the participants, everything that was said, and the messages of the chat as an annex. The organiser's bell says when it is ready. The note is the organiser's file like any other, private until they share it; what was transcribed is not kept anywhere else.

Transcription is automatic and can be wrong. Names and terms of your organisation come out better when your administrator lists them in the Vocabulary of the transcription settings.

After the meeting

Under Recent meetings, the Meet page keeps your last rooms. The button with a speech bubble shows how many messages were written in the chat: click it to read them. While a room is still open, its Join button takes you back in.

A meeting that was transcribed shows its Meeting note, with three shortcuts to the assistant: Summarise, Extract the tasks and Prepare a mail to the participants. Each opens a conversation with the note attached and the request already written; the mail is left in your drafts, never sent. The note is also linked from the event in your calendar.

The chat of the meeting Kick-off Durand SA, read from Recent meetings

Good to know