This page contains the all necessary information about the 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.
This section displays essential user details for easy identification:
Visitor Name
Phone Number
These details help in managing user engagement effectively.
Tags can be assigned to specific chats for categorization.
To create a new tag, click on the "Create Tag" button in the dropdown menu.
A live agent can be assigned to handle specific user conversations.
To add a new agent, click on the "Create Agent" button in the dropdown menu.
Each chat can be assigned a status to track its progress.
To create a new status, click on the "Create Status" button in the dropdown menu.
The Actions column provides options for:
Calling the user
Deleting the conversation
Copying the chat for future reference
When viewing a specific chat, several tools and functionalities are available to improve chat management.
Chat Translation – Instantly translate conversations into a preferred language using the Translate button.
Transfer Chat – Reassign the conversation to another agent by selecting the Transfer button.
Download Chat Transcript – Save a copy of the full conversation by clicking on the Download Transcript button.
Tags and statuses can be assigned directly from the chat window.
New tags or statuses can be created using the available dropdown options.
The Visitor Profile section provides key user details, including:
Name
Location
Phone Number
The Inbox Panel includes filtering options that allow for better chat organization and management.
Filters can be applied based on parameters such as tags, status, assigned agents, and other criteria.
Selecting relevant filters helps in narrowing down and organizing conversations effectively.
Open the Inbox Panel and click on the dropdown menu.
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.