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Organising your chats

Learn how to organise your feed of conversations with your customers.

Updated over 2 months ago

You can organise your chats by selecting the filter button:

and filter by:

  • Open or archived

  • Answered or unanswered

  • Unassigned or assigned to a specific agent

Open or archived

New messages appear as open.

  • For conversations that trigger and run through flows, you can set the state they appear in (e.g. users completing the sign-up flow without complication should appear as archived”)

  • Manually set the state from the conversation window:

Answered or unanswered

All chats are unanswered until a response it give in chat or until the status is manually set to answered:

  • Just opening chats does not change their answer status – you’ll need to either respond or manually set to answered

Unassigned or assigned to a specific agent

All chats are unassigned until an agent is manually set from the Conversations window:

Campaigns do not change the state of the conversation (i.e. sending a campaign won’t re-open an already closed conversation)

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