📖Contracts

This page contains the all necessary information about the contacts section.

Contacts Section

The Contacts section provides a comprehensive view of all user interactions with the bot across multiple platforms. It includes users who have shared their phone number or email, allowing for future communication.

User Information

This section displays essential user details for easy identification:

• Visitor Name

• Phone Number

• Email

These details help in managing user engagement effectively.

Tag Assignment

1. Tags can be assigned to specific chats for categorization.

2. To create a new tag, click on the "Create Tag" button in the dropdown menu.

Assigning a Live Agent

1. A live agent can be assigned to handle specific user conversations.

2. To add a new agent, click on the "Create Agent" button in the dropdown menu.

Chat Status

1. Each chat can be assigned a status to track its progress.

2. To create a new status, click on the "Create Status" button in the dropdown menu.

Actions

The Actions column provides options for:

• Calling the user

• Deleting the conversation

• Copying the chat for future reference

Chat Window Features

When viewing a specific chat, several tools and functionalities are available to improve chat management.

Top Navigation Tools

1. Chat Translation – Instantly translate conversations into a preferred language using the Translate button.

2. Transfer Chat – Reassign the conversation to another agent by selecting the Transfer button.

3. Download Chat Transcript – Save a copy of the full conversation by clicking on the Download Transcript button.

Tag and Status Assignment

1. Tags and statuses can be assigned directly from the chat window.

2. New tags or statuses can be created using the available dropdown options.

Visitor Profile

The Visitor Profile section provides key user details, including:

• Name

• Location

• Phone Number

• Email

• Any additional custom attributes, such as preferences or specific details added by your team

Using Filters in the Inbox Panel

The Inbox Panel includes filtering options that allow for better chat organization and management.

Available Filters

1. Filters can be applied based on parameters such as tags, status, assigned agents, and other criteria.

2. Selecting relevant filters helps in narrowing down and organizing conversations effectively.

Applying Filters

1. Open the Inbox Panel and click on the dropdown menu.

2. Select the desired filter to display only the relevant chats.

These features ensure a streamlined process for managing user interactions and improving overall chat efficiency.