Messaging Basics
All the chat action is happening here.
If you used any chat application (WhatsApp, Telegram, Signal etc.) before, you will not have any difficulty using Chat Inbox message panel.
Column 1: The channel list and filters.
Column 2: The list of chats.
Column 3: Contents of selected chat
Column 4: Customer profile and integrations
To send a message, click the chat (column 2) and start typing in the field below colum 3.
Press enter or click SEND button.
Send button
Incoming messages are automatically appears in chat list.
The blue icons in chat list (column 2) are indicate that there is a warning or information about that customer.
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Unread message count
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Transferred chat
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Reminder
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Recovered message
You can see the channels and the filters at left side. You can easily navigate through channels by clicking on them. The chatlist (column 2) will display the chats on that channel.
Sometimes too many customers can fill your chatlist (which is a good thing actually). You can use filters to keep the focus. These filters work within the selected channel.
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All: No filter applied. You see all the chats.
Unread: Lists only chats with unread messages. The small red arrow allows you to sort those unread chats ascending or descending. You can change the sorting by clicking the red arrow.
Transfer: List all chats that transferred to you.
Offline: Lists all the chats with offline messages.
Tasks: List all the chats with a task or reminder.
Groups: Lists only groups.
Labels: Lists all chats with the selected label assigned. For example: show only chats labeled "VIP"
In some cases you might need to return to the same customer chat to "do" something. If its the case leave the chat as "OPEN". Otherwise you can "CLOSE" the chat.
Closing the chat does not block anything.
When you message the customer or the customer send you a message, chat automatically opens and puts a log in chat content (Column 2)
You can list all the open (or closed) chats. To list all the open chats, click on "Open Chats" button in chat list (column 2).
Last modified 1yr ago