> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fiducia.gg/llms.txt
> Use this file to discover all available pages before exploring further.

# Chat System

> Fiducia has its own chat-system, equipped with several advantageous additional features.

<Tip>
  Instantly see who messaged you, track each conversation’s status (follow-up, lead, or booked)\
  All in one place for effortless organization, structured workflows, and quicker operations.
</Tip>

<img src="https://mintcdn.com/omdigital-172c28d6/KrnPovX5XQnqztCT/images/Chatsystemoverviewdcos.png?fit=max&auto=format&n=KrnPovX5XQnqztCT&q=85&s=871296f344ec9ee92d62fe03c898d5bc" alt="Chatsystemoverviewdcos Pn" width="2508" height="1366" data-path="images/Chatsystemoverviewdcos.png" />

# How to use folders in your chat-system

The Chat-system is divided into three key folders: ***Primary***, ***General***, and ***Verification***.

<img src="https://mintcdn.com/omdigital-172c28d6/avZr-2qbPIFz-8yl/images/Bildschirmfoto2025-04-16um15.07.24.jpeg?fit=max&auto=format&n=avZr-2qbPIFz-8yl&q=85&s=37418f6f0d88ddd8fd2dff6db8f8325b" alt="Bildschirmfoto2025 04 16um15 07 24 Jpe" width="896" height="776" data-path="images/Bildschirmfoto2025-04-16um15.07.24.jpeg" />

1. **General:** This is the **default folder** where all your chats will **appear initially.**
2. **Primary:** This is where you can place **high-priority chats** you want to **access quickly**, anytime.
3. **Verification:** All Chats going through the **verification process** (Radar) appear here **until accepted into your group**, so your inbox stays tidy.

   <Tip>
     For paid groups, this folder can be ignored or used differently (for instance, to store low-priority or unimportant chats). The same applies to free communities that don’t use the Radar feature.
   </Tip>

# Move Chats to Folders & Use Chat Menu

<Accordion title="How to Move Chats into different folders & Access the Chat Menu" icon="sparkles">
  **You have two primary options for moving a chat to another folder.**

  ### Option 1: Right click method

  Simply **right-click** the chat you want to move, and a menu of actions will pop up.

  *   <img src="https://mintcdn.com/omdigital-172c28d6/avZr-2qbPIFz-8yl/images/Bildschirmfoto2025-04-16um16.11.35.jpeg?fit=max&auto=format&n=avZr-2qbPIFz-8yl&q=85&s=5667b36b513932ba56d0be8dfbc79e9f" alt="Bildschirmfoto2025 04 16um16 11 35 Jpe" width="1066" height="634" data-path="images/Bildschirmfoto2025-04-16um16.11.35.jpeg" />
  * **'view profile':** Allows you to check their Skool profile for additional information.
  * **'Mark as unread'/ 'Mark as read'**: Enables you to manage your chats by setting them as unread or marking them as completed.
  * **'Move to folder'**: Allows you to move the selected chat into any folder of your choice.
  * **'Block user'/ 'ublock user':** Gives you the option to block the user with one click, disabling the chat for any further communication.

  <Tip>
    This approach is efficient, handy, and the quickest way to organize multiple chats.
  </Tip>

  ### Option 2: Use the menu in the top-right corner of the chat-system

  <img src="https://mintcdn.com/omdigital-172c28d6/avZr-2qbPIFz-8yl/images/Bildschirmfoto2025-04-16um16.23.58.jpeg?fit=max&auto=format&n=avZr-2qbPIFz-8yl&q=85&s=be416dcffad07a7eee960ca7c0cb3eac" alt="Bildschirmfoto2025 04 16um16 23 58 Jpe" width="1224" height="783" data-path="images/Bildschirmfoto2025-04-16um16.23.58.jpeg" />

  * **'view profile':** Allows you to check their Skool profile for additional information.
  * **'Mark as unread'/ 'Mark as read':** Enables you to manage your chats by setting them as unread or marking them as completed.
  * **'Move to folder':** Allows you to move the selected chat into any folder of your choice.
  * **'Block user'/ 'ublock user':** Gives you the option to block the user with one click, disabling the chat for any further communication.

  <Warning>
    This approach is fine as well, but it might slow you down compared to the one <Tooltip tip="">above</Tooltip>.
  </Warning>
</Accordion>

# Custom tags

<AccordionGroup>
  <Accordion title="Create custom tags" icon="tags">
    1. Open the Chat Tab, then click the 'Settings' button in the top-right corner.

           <img src="https://mintcdn.com/omdigital-172c28d6/KrnPovX5XQnqztCT/images/chatsystemSettingstab.png?fit=max&auto=format&n=KrnPovX5XQnqztCT&q=85&s=eae40daa13f3b24842e1c6fbd6c20f42" alt="Chatsystem Settingstab Pn" width="2542" height="720" data-path="images/chatsystemSettingstab.png" />
    2. Navigate to the Custom Tags category in order to manage your Tags.

           <img src="https://mintcdn.com/omdigital-172c28d6/KrnPovX5XQnqztCT/images/Createcustomtags.jpeg?fit=max&auto=format&n=KrnPovX5XQnqztCT&q=85&s=a55a8b94e2f82bad38add8556017f3d2" alt="Createcustomtags Jpe" width="1714" height="1116" data-path="images/Createcustomtags.jpeg" />
    3. Click the 'Create' button and ensure you assign a clear, recognizable name!

           <img src="https://mintcdn.com/omdigital-172c28d6/KrnPovX5XQnqztCT/images/Customizecustomtags.jpeg?fit=max&auto=format&n=KrnPovX5XQnqztCT&q=85&s=9b73b67c0f37d33661f471f9d624357f" alt="Customizecustomtags Jpe" width="1569" height="955" data-path="images/Customizecustomtags.jpeg" />

    Commonly used tags include:
    `Lead` `Follow-up`, `Closed`, `Upsell`, `Booked`, `Call`, `Cancelling`, `Churned`, `Support`

    <Tip>
      You can always revisit and edit your tags later if needed.
    </Tip>
  </Accordion>

  <Accordion title="Attaching custom tags" icon="square-plus">
    After selecting a chat, you can assign a **tag** in the **top-left** directly **below the Profile section**

    <img src="https://mintcdn.com/omdigital-172c28d6/avZr-2qbPIFz-8yl/images/Bildschirmfoto2025-03-26um17.12.27.jpeg?fit=max&auto=format&n=avZr-2qbPIFz-8yl&q=85&s=d2c42bc1840c0aa55bb05229d5dec717" alt="Bildschirmfoto2025 03 26um17 12 27 Jpe" width="1622" height="1275" data-path="images/Bildschirmfoto2025-03-26um17.12.27.jpeg" />

    **Click once** to **select a tag**, and if you wish to **remove** a tag, simply click **once more.**

    <Note>
      You can apply up to 3 tags per chat, helping you categorize your prospects more effectively.
    </Note>

    Subsequently, **all chats** in your **Fiducia inbox** will be highlighted with the **selected tag(s).**

    <img src="https://mintcdn.com/omdigital-172c28d6/avZr-2qbPIFz-8yl/images/Bildschirmfoto2025-03-26um17.29.23.jpeg?fit=max&auto=format&n=avZr-2qbPIFz-8yl&q=85&s=4bf271e1c65196f7fde751776030f3bd" alt="Bildschirmfoto2025 03 26um17 29 23 Jpe" width="1332" height="1047" data-path="images/Bildschirmfoto2025-03-26um17.29.23.jpeg" />
  </Accordion>
</AccordionGroup>

# Filtering

> On the **left-hand side**, you can **filter chats** that have been **assigned** a specific tag.
>
> <img src="https://mintcdn.com/omdigital-172c28d6/avZr-2qbPIFz-8yl/images/Bildschirmfoto2025-03-26um16.40.53.jpeg?fit=max&auto=format&n=avZr-2qbPIFz-8yl&q=85&s=2f2862a9d41270152abaaf5047d53c34" alt="Bildschirmfoto2025 03 26um16 40 53 Jpe" width="1644" height="982" data-path="images/Bildschirmfoto2025-03-26um16.40.53.jpeg" />
>
> <Note>
>   Select any tag to instantly see every single chat that carries that specific tag.
>
>   <Tip>
>     In addition to your tags, you can also **filter** for **unread messages.**
>   </Tip>
> </Note>

# Read Feature

<Icon icon="eye" />  If someone reads your message but **doesn’t reply within 15 minutes**, an**eye symbol**  will appear on your message.

<img src="https://mintcdn.com/omdigital-172c28d6/avZr-2qbPIFz-8yl/images/Bild13.01.25um16.53.jpeg?fit=max&auto=format&n=avZr-2qbPIFz-8yl&q=85&s=294a8677c6695ef8abf11ec4f50b298d" alt="Bild13 01 25um16 53 Jpe" width="2853" height="589" data-path="images/Bild13.01.25um16.53.jpeg" />

<Tip>
  This feature is extremely helpful for determining the right time to send follow-ups.
</Tip>

# Draft messages

<Accordion title="How to set up 'draft messages'" icon="compass-drafting">
  <Steps>
    <Step title="Head over to the “Settings” tab inside of the Chat system on the top-right corner" stepNumber="1">
      <img src="https://mintcdn.com/omdigital-172c28d6/KrnPovX5XQnqztCT/images/chatsystemSettingstab.png?fit=max&auto=format&n=KrnPovX5XQnqztCT&q=85&s=eae40daa13f3b24842e1c6fbd6c20f42" alt="Chatsystem Settingstab Pn" width="2542" height="720" data-path="images/chatsystemSettingstab.png" />
    </Step>

    <Step title="Head over to the “Draft Messages” category">
      <img src="https://mintcdn.com/omdigital-172c28d6/avZr-2qbPIFz-8yl/images/Bildschirmfoto2025-03-09um12.06.33.png?fit=max&auto=format&n=avZr-2qbPIFz-8yl&q=85&s=85d2f9e45ee3f7b94f9519054a21e1ce" alt="Bildschirmfoto2025 03 09um12 06 33 Pn" width="1800" height="1210" data-path="images/Bildschirmfoto2025-03-09um12.06.33.png" />

      Make sure to click the **“Add Draft Message”** button to get started.
    </Step>

    <Step title="Enter a clear title aswell as the content of the draft message you want to create">
      <Tip>
        Include firstname or lastname to personalize messages automatically.
      </Tip>

      <img src="https://mintcdn.com/omdigital-172c28d6/avZr-2qbPIFz-8yl/images/Bildschirmfoto2025-03-26um18.54.23.png?fit=max&auto=format&n=avZr-2qbPIFz-8yl&q=85&s=89aee9190067abc21c40d0c8e493f7d2" alt="Bildschirmfoto2025 03 26um18 54 23 Pn" width="1904" height="1214" data-path="images/Bildschirmfoto2025-03-26um18.54.23.png" />

      Click the **“create” button** to **save** your new draft message.
    </Step>

    <Step title="Access draft messages by clicking the arrow next to the Send button at the bottom-right">
      <Note>
        Simply click on the message you want to use, and it will automatically be inserted into the chat-box.
      </Note>
    </Step>
  </Steps>

  <Check>
    After finishing these steps, you can now use your draft message(s) for each and every chat!
  </Check>

  <Tip>
    Some Universal & commonly used Draft messages:

    * Follow-ups, Pitch, Customer support, Check-in, etc...
  </Tip>

  <Note>
    *Note: You can always revisit and update/edit your 'draft messages' later if needed.*
  </Note>
</Accordion>

# Sending out draft messages

<Icon icon="paper-plane" color="#bef9ea" />  **Access draft messages** by **clicking** the **arrow next to the Send button** at the **bottom-right**

<img src="https://mintcdn.com/omdigital-172c28d6/avZr-2qbPIFz-8yl/images/Bildschirmfoto2025-03-26um19.06.00.jpeg?fit=max&auto=format&n=avZr-2qbPIFz-8yl&q=85&s=4f1b50bc5e3d2ab9ad531042f83f22e1" alt="Bildschirmfoto2025 03 26um19 06 00 Jpe" width="1066" height="613" data-path="images/Bildschirmfoto2025-03-26um19.06.00.jpeg" />

Simply **click** on the **message** you want to use, and it will automatically be **inserted into the chat-box.**

<Tip>
  Clicked the wrong one? Simply select the correct option, and it'll update automatically.
</Tip>

<Check>
  **After setting up "custom tags", "draft messages" and organizing your chats into different folders your chat system can now be used to its utmost capabilities  :)**
</Check>

<Warning>
  If any issues occurred, please check if you missed any of the steps, or contact us [**here**](mailto:support@mg.fiducia.gg) for further support.
</Warning>
