From the Messages Module, you can take a look at your messaging history and directly connect with your contacts. You can navigate to the Messages Module by using the navigation menu on the left of the screen. Look for the button that resembles two chat bubbles.
The Messages Module can be used to review conversations and personally message any contacts that are seeking assistance. Organize your contacts by using the Assignment and Mark Done systems.
Rather you are sending a message or simply want to review past conversations, you must first select the contact you want to view.
On the left of the messages module, you can see a list of contacts that you can scroll through. By default, this is sorted by most recent message.
A shortened version of the most recent message in the conversation will be displayed next to the contact's name and profile. The arrow indicates the most recent message type either outgoing or incoming.
The day at which the last message was sent is displayed on the top right. Contacts with new messages that you have yet to read will be bolded. The number of unread messages sent by the contact will also be shown next to their name.
If the most recent message is on the same day, time will be shown instead.
Contacts that are marked done will have a green check indicator next to their name.
Click on any of the contacts to view their message history and to message to them.
The Contact List filtering system is composed of the main Filters New & Mine as well the Search Bar & Filtering Options. The purpose of the Contact List filtering system is to enable a workflow where all contacts that need a response but have not been answered by any user appear in New and all contacts assigned to a user appear in Mine for each respective user.
New and Mine are the two main filters. The New filter displays Contacts that are Marked Pending and Unassigned. Where as, Mine displays Contacts that have been assigned to you.
The Notification Indicators show the number of the contacts under a filter and if that filter contains any unread messages.
The number inside the Notification Indicators display the number of contacts in the New or Mine filter. The color of the Notification Indicators show if unread messages under that filter are present. Blue indicates all messages have been read and orange indicates unread messages are present.
Using the Segment Selector predefined or custom Segments can be viewed in the Contact List.
When using the dropdown you can select a Segment or create a brand new Segment using the Segment Builder.
The Segment Builder is used to view, create or edit Segments by applying different filter options such as Channel, Status, Assignee and etc.
The builder is accessed by selecting Create Segment in the Segment Selector dropdown, or by clicking on the Filter button within the Search Bar. An overlay menu will appear on the right displaying the filter options.
A preview of the filtered Segment will be shown in the Contact list based on the options chosen. You can continue to work in this preview until you clear the filter options by pressing Clear.
Alternatively, save these filter options for future use as a Segment by pressing the blue Save Segment button at the bottom.
A Contact can be snoozed to temporarily exclude the Contact in the list. This can be done by pressing the alarm icon at the top right of the Messages Module and select the time for how long the contact will be snoozed.
Once it is time, the Contact will be listed in the list once again.
Once a Contact is selected, a recent conversation history is loaded, to view additional history, keep scrolling up and additional messages will load. Aside from messages, Message Metadata and Conversation Events will also be shown.
Messages are displayed along with the message sent timestamp. Messages sent within an hour will display timestamp in terms of minutes ago, while messages send more than one hour ago will display date and time.
After the timestamp, the messages sent from the platform display who the sender was.
Survey via Automation
Survey via Dialogflow
Space Name (Greeting Message)
User Name (Regular Outgoing Message)
The Message History will also keep track of important events, such as when a Contact was previously marked done and by who.
User Assigned User Assigned by Automation
User Assigned by Bot
Marked Done (Manual)
Marked Done by Automation
Marked Pending (Manual)
Marked Pending by Automation
Marked Pending by Bot
Survey Started by Automation Survey Started by Broadcast Survey Canceled Survey Canceled by Automation Survey Canceled by Broadcast Survey Canceled by API
Bot Status Update
Bot Status Off
Bot Status Off by Automation
Bot Status Off by Bot
Bot Status On
Bot Status On by Automation
Bot Status On by Bot
Event coming from Channel
Event when a visitor navigates to a different page (Web Chat)
You can compose and send new messages from the text box on the bottom of the message history. Simply click into the message area and begin typing.
Send your message by pressing the blue icon button that resembles a paper plane. Alternatively, you can simple press the enter key to send the message.
To added emojis to your message, you can press the smiley face icon on the left to open up the emoji picker.
In the messaging bar, you can also send files to contacts with the paper clip icon or send surveys that you have built with the clipboard icon.
Some Channels may have specific time limit for a message to be delivered. The time starts from the last message sent by a visitor to the respective platform.
Messages can still be sent but, if not delivered, there will be red exclamation mark indicating the message is not delivered with error message appeared.
On the right of the page, you can see the contact details. Here, you can easily access useful information and modify a contact's profile.
You can access and edit information specific to the contact, such as their Phone Number and Email Address. Other custom fields that you add will also appear here.
You can view and manage the list of tags that have been assigned to this contact. Manually add new tags to the contact by selecting the field and typing in the tag you wish to add. Press enter to add the tag to the contact. Alternatively, you can select a tag to assign from the list of existing tags.
On the side panel, you can also access the activity tab.
In the activity tab, you can also leave comments on the contact for other people on the platform. These comments can only be seen in the platform and the contact will not be able to access them.