Chat (Web Version)

In this article

We will cover how to use chat in the PlanoHero web version: where to find it, how to send messages, and its main features.

Contents

Chat (Web Version)

Where to find the chat

Conditions for Displaying Chats in the "Chats" Panel

How to work with the chat list

Working with a planogram chat

Sending messages and files

Message actions

Access to chat from the "Control" block

Notification settings in "Personal Settings PlanoHero"

Chat (Web Version)

While working with planograms, there is often a need to discuss changes, clarify layout details, or leave comments for other users.

For this purpose, the "Chat" tool is used, which allows discussions directly within a specific planogram.

Chat helps to quickly exchange messages, files, and receive feedback from the team, making work with planograms more efficient.

Where to find the chat

The chat is available in several places:

• Top service panel — the "Chats" icon to the right of the "Notifications" icon;

• On the planogram — the "Chat" icon on the right sidebar;

• "Control" block — when reviewing photo reports, you can click on a manager’s comment and instantly switch to the chat to clarify details; the chat is also available via the "Chat" icon on the right sidebar;
• "Tasks" block — list of chats (for store managers). 

Conditions for Displaying Chats in the "Chats" Panel

After clicking the "Chats" icon, a panel with a list of chats opens.

Display conditions:

1. For a user with permission to edit a planogram, if they:

• Edited a planogram — the chat will appear in the list if there have already been messages in that planogram;
• Was mentioned in a message or sent a message;
• Received a planogram for review. 

2. For a user with the role "Store Manager" in the "Tasks" block, if they:

• Submitted a photo report for review;
• Was mentioned in a message; 
• Received a planogram for execution — if it already contained messages.

How to work with the chat list

The following actions are available in the chat list:

1. Search — enter the planogram name in the search field to quickly find the required chat:

2. Add chat — the "+Add chat" button allows you to add a planogram that is not yet in the list. 

After clicking, a separate tab opens with a list of available planograms.

The following actions are available in this tab:

• Search — allows you to quickly find a planogram by name;
• Filter — allows you to filter planograms by store plans. In the filter, you can select one or multiple options from the list and click the "Apply" button to update the results;

• Add chat — click the "Add chat" button to the right of a planogram to add it to the chat list;

• Close tab — the "Close" button in the top right corner closes the tab without adding a planogram. 

3. Open chat — one click on a chat opens the conversation;
4. Pin / unpin chat — moves the chat to the top of the list and marks it with the "Pin" icon. To do this, click the "Pin" icon located on the right side of the chat row; clicking it again unpins the chat:

Working with a planogram chat

After opening a chat, the conversation for a specific planogram is displayed.

Available tabs:

• Messages — the main feed for communication, where all user messages are displayed;
• Pinned messages — important messages pinned by users for quick access;
• Media — contains all sent images and videos;
• Files — displays sent files (e.g., .pdf, .docx, .xlsx). 

Sending messages and files

At the bottom of the chat, there is a message input field and buttons for additional actions:

1. "Mention" — allows you to address a specific user or all store managers at once:

Click the "Mention" button, select one or more users from the list, then type and send your message — the user will receive a notification.

2. "Attach file":

You can upload:

• Documents (.pdf, .docx, .xlsx, .pptx, .txt);
• Images (.jpg, .jpeg, .png, .svg, .webp, .gif, .heic);
• Archives (.zip, .rar);
• Videos (.mp4, .mov).

Limitations:

• Up to 20 files per message;
• Maximum file size — 100 MB.

3. Emoji — allow adding visual reactions:

Message actions

For each message, actions are available via the panel next to it, which appears on hover:

• Reply — creates a reply with a reference to the original message to preserve context:

• Add reaction — allows adding emoji to a message for quick feedback:

• Go to this planogram — opens the planogram in view mode using the button located under the message with the photo report:

Additional actions are available via the message context menu. To open the menu, right-click on the message:

• Reply — creates a reply with a reference to the original message to preserve context:

• Pin — pins a message to the top of the chat and adds it to the "Pinned messages" section;

• Edit — available only to the message author. After editing, the label "Edited" appears:

• Delete — available only to the message author. Replaces the message text with "Message deleted":

• Copy text — copies the message text to the clipboard:

• Views — available only to the message author. Shows users who have viewed the message:

Search is available in the chat, allowing you to find messages by text and files and media by their names:

After entering a query, a list of results is displayed. Select the desired message from the list to navigate to it in the chat.

You can also navigate between found results using the navigation arrows

Access to chat from the "Control" block

On the photo report review page, the reviewer can open the manager’s comment and immediately go to the chat to message with this comment for convenient viewing and replying. The chat can also be accessed via the "Chat" icon on the right sidebar.

Notification settings in "Personal Settings PlanoHero"

In Personal Settings (the "Notifications" tab), you can manage notifications about mentions in chats (@) both in the service and in the PlanoHero Layout app.

You can learn more about Personal Settings in the article.

For a more detailed overview of the chat in the PlanoHero Layout app, see the article "Chat (PlanoHero Layout)".

Updated on: 20/04/2026