General
Navbar:
- Conversations - Our Communication Core. A Multi-Channel Inbox for everything
- Contacts - Customer Profile/ Personna
- Campaigns - Manage your Campaigns and Event in one go
- Workflow - Workflows for your conversations, automations, integrations and Campaigns. Explore, Create. Edit. Check it out. It’s powerful.
- Channels - Setup connecting for all your customer and internal interaction channels
- Credentials - Setup credentials for all your services. We natively integrated with 100+ services already so you can connect and use them on workflows
- Analysics - To view analysis reports
- My Teams - Teams that you are invited or joined. You can also invite others. Team Power!!!
- Settings
- All Teams - To Create/ Edit teams and add team members
- Org Members - This shows all members currently in your organization/ Business Unit. You can invite, edit, de/activate.
- Message Templates - To edit/add the message templates for quick curated responses. Also for Whatsapp template use. More features coming soon.
- Notifications - New incoming message (new customer). For grab mode team, only the fastest team member joining the conversation can join the conversation
Conversations Status:
- Online - Online Status of Web Chat customers. Auto Email fallback turns on when offline
- Overdue - Default overdue time is 5 minutes.
- Soon to be - Default Soon to be Overdue time is 3 mins
- Rep Needed - A new unserved conversation
- Pending - Team member replied and pending customer reply
- Closed - Inactive conversation for more than 24hours. Will reopen automatically when reengaged.
Workflows tabs:
- My Workflows - All your conversation Workflows.
- My Automations - Your Automation Workflows.
- My Presets - Preset Sub-workflows
Last modified 3d ago