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
On the left side of your Chatinbox dashboard, you'll find a clear overview of all your channels and handy filters to streamline your navigation.
Simply click on the desired channel to easily access the corresponding chats displayed in the chatlist column. In the event of a bustling chatlist, which is a positive sign of customer engagement, you can rely on the filters to maintain focus.
These filters operate within the selected channel, allowing you to efficiently manage and prioritize your conversations. Take control of your customer interactions with ease and keep the conversation flowing smoothly.
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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"
There may be instances where you need to revisit a customer chat to take further action. In such cases, you can leave the chat status as "OPEN" to indicate that it requires your attention.
On the other hand, if the conversation has been resolved or doesn't require any additional action, you have the option to "CLOSE" the chat.
It's important to note that closing a chat doesn't restrict any future interactions; it simply signifies the completion of the current conversation. Keep things organized and efficient by managing your chat statuses accordingly, knowing that closing a chat doesn't hinder any future engagements.
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 14d ago