This page contains all the necessary info about the chats section in Inbox panel.
Chat Section Overview - Omni-channel InboxThe chat section provides a unified view of all user interactions with the bot across various platforms. Hereβs how to navigate it:
User Information:
Displays columns for User Name, Phone Number, and Email for easy identification.
Tag Assignment :
You can assign tags to specific chats.
To create a new tag, click on the βCreate Tagβ button available in the dropdown menu.
Assign Live Agent:
Assign a live agent to handle specific chats.
If you need to add a new agent, use the βCreate Agentβ button in the dropdown menu.
Chat Status:
Assign a status to each chat.
Create new status via the βCreate Statusβ button in the dropdown menu.
Actions:
The action column contains buttons to Call, Delete, or Copy a userβs chat for further reference.
The inbox panel provides various filters to help you segregate chats according to your needs. You can apply different filters to organize and manage your inbox efficiently.
Available Filters: Use filters based on parameters such as tags, status, assigned agent, and more to narrow down specific chats.
How to Apply Filters: Simply select the desired filter from the dropdown menu in the inbox panel, and the relevant chats will be displayed accordingly.
This feature makes it easier to sort and manage your chats based on specific criteria.