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Messaging in Webex

Learn all of the various ways to send messages, share files, and create Spaces and Teams in Webex.
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Messaging in Webex
Chapter
4

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Create a Space

In the Webex app, your interactions are taking place in spaces and teams, where you can send messages, make calls, have video meetings, and share files and whiteboards. A space might be a direct message space, a space with a small group, or a space that is part of a larger team, created in Webex. Let’s break these down:

Direct Messages

A direct message is a message sent directly to one person. Direct messages remain between two people. You cannot add other people to the conversation later.

Spaces

Spaces work well for a group of people working on a specific topic. You might also see these referred to as standalone spaces.

Teams

If your original intention changes and a space outgrows its original purpose, you can create a team and then move a space into a team. Teams are typically used when working on a large project with people across multiple departments.

Create a Space

To collaborate with a group in Webex, you can create a space. Spaces work best for a group of people collaborating on a specific topic or project. In a space, you can send messages, make calls, have video meetings, share files and recordings, and use whiteboards.

If your scope expands from the original intention of the space, it might be time to create a team and move the space into a team. See Create a Team for more information.

  1. 1. To create a space, in the app header, click the Plus icon.
  2. 2. Select Create a space.
  3. 3. Enter the name for the space.
  4. 4. Enter the email address or name for each person you want to add to the space.
  5. 5. Click Create.

Create a Team

Creating a team in Webex can help you collaborate and stay organized. Teams are especially helpful when you’re working on a large project with team members across multiple departments. 

  1. 1. To create a team, click the Teams tab.
  2. 2. Click Create a team.
  3. 3. Enter the name of your team. If you’d like, you can also enter a description.
Tip: Here is where you might want to include the purpose of this team in Webex.
  1. 4. Add people to the team by entering their name or email address and then selecting them from the drop-down list.
  2. 5. Click Create.
  3. 6. Once you have created a team, you can add smaller spaces within it. To create spaces within a team, click Create a space.
Note: Every team has at least one team space, General. People added to the team are automatically added to the General space.

Send and Receive Messages

Messages in Webex are where you chat with coworkers, exchanging content and ideas. You may send a message directly to a coworker or to a space you created. To send a message directly to a coworker:

  1. 1. Select a person from your spaces list.
  2. 2. Click the message area and then type your message. You can include files, add personality with emojis or animated GIFs, and also add formatting or Markdown to make your messages stand out or be easier to read.
  3. 3. Press Enter to send your message.

Receive and Organize Messages

You are notified when a new message arrives by a pop-up window in the corner of your screen. To open this message:

  1. 1. Click on the pop-up notification.
  2. 2. This brings you directly to the message space.

Or

  1. 1. From your People Spaces list area, locate the bolded items also with a dot. This shows you have a new message from a coworker or space.
  2. 2. Click on the bolded space to access the new messages.

Send a File

You can share most types of files, with the largest file size being 2 GB. You can also preview documents without downloading them first. Acceptable file types: .doc, .docx, .gif, .jpeg, .pdf, .png, .ppt, .pptx, .xls, and .xlsx.

There are multiple ways to send or share a file, here are a few ways:

  1. 1. Drag and drop the file into the message area.

               a. Press Enter to send the file.

  1. 2. You can also click the Attachment icon within the message area.

               a. This brings up your system dialog box where you can select and upload the file.

               b. Press Enter to send a file.

  1. 3. Lastly, you can click Screen capture  to select a part of your screen to capture.

               a. Then, press Enter to send the file.

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