The company is a financial services company which delivers Statement of Advice (SOA) documents services to Financial Advisers on Australia.
Currently, we have a django project that takes care of the workflow for the business. We need a django app that takes care of the internal communication for this SOA requests/orders. For this chat box, there will be two parties involved - the Admin and the financial adviser.
The specs of the app are the following:
• A hyperlink that when clicked, chatbox opens on the lower right corner of the site.
• The chatbox is categorized per SOA ID and not per person (at least for now).
• Like on standard chatboxes, previous convo should be displayed. It can display a few messages first, then when scrolled up, more messages displays and so on.
• There can be an button on the box that takes people to an entire page/screen dedicated to displaying all the chat messages.
• When adviser types message, it generates an email to admin. Then vice versa.
• The emails doesnt allow replies, but it has to point to a link that logs them in, then take them to the chat box.
• Chat should allow you to upload files/images.
That's all for this task. Let me know if you have any questions.