Chats

Before connecting or assigning a channel, no conversation information can be viewed in Chats.

After binding a channel, Chats will display the following three sections:

  • Conversation List

    • You can view all conversations here, including those in 'All', 'In Progress', and 'Closed' states. You can also review related information about the conversation, such as the contact name, channel, content, time, and number of unread conversations.

  • Conversation

    • You can write, send messages, and delegate the conversation to other contacts here.

  • Contact information

    • You can review related data about the contact and quickly edit the contact information here

Conversation List

In the conversation list, you can perform customer search, switch between conversation status groups, and switch between customer conversations

Conversation

In the conversation window, the following functions are supported:

Transfer Conversation

Send Message

Send Template Message

Transfer Conversation

Allows transferring ongoing chats to other agents/colleagues

Close Conversation​

Marks inactive conversations as "Closed" status

Send Message

Supports sending text, images, videos, files, recordings, and more

Send Template Message

Enables sending pre-approved message templates to engage customers

Contact Information

In the contact information window, the following functions are supported:

View Visitor Information

Quickly Edit Visitor Information

Add Customer Tags

Add to CRM by one-click

Viewing and Editing Customer Details upon Entry

View Visitor Information

Quickly Edit Visitor Information

Add Customer Tags

Add to CRM by one-click

Viewing and Editing Customer Details upon Entry

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