Chats submenu
You can view all types of messages, reply to them, and monitor chats where the chatbot is responding.
Detailed Guide to the Chats Submenu
The Chats Submenu is the communication hub of the platform, allowing you to monitor incoming messages in real-time, engage with customers, and oversee chatbot performance.
General interface view
1. Status Sections (Tabs) Conversations are categorized into 4 main tabs based on their current stage:
Chat Bot: Active users currently interacting with the AI or automated scenarios.
Pending: New inquiries where the user has requested a human agent but has not been assigned one yet. This is your "waiting queue."
Active: Chats currently handled by operators. This is where live real-time communication happens.
Resolved: Archived conversations where the issue has been settled and the chat is closed. Useful for history and analysis.
2. Search and Filtering To manage large volumes of data effectively:
Quick Search: Use the Search chats... field (or Ctrl + K) to find users by ID, name, or message content.
Category Filter: Use the "Select category" dropdown in the top right to filter chats by specific topics (e.g., Sales, Technical Support, General Inquiry).
3. Chat List & Indicators Each chat card provides key information at a glance:
User Avatar: Colored icons with initials or ID numbers for quick identification.
Message Type: Icons for "Photo" or "Voice message" indicate the type of content received without opening the chat.
Timestamp: Shows the exact date or time of the last interaction.
Status Badges: A green dot indicates the user is online, while an orange "Operator Request" tag highlights urgent help requests.
4. Workflow (Step-by-Step)
Enter the Pending tab: Check for new requests that require human intervention.
Review and Assign: Review the customer's message and assign the chat to yourself (or accept the request).
Engage in Active tab: Communicate with the customer in real-time within the "Active" section.
Close the session: Once the issue is fully resolved, move the chat to the "Resolved" status to keep your workspace organized.