How to set a conversation's Status
Overview
When you set the status of a conversation, it will be marked on the conversation. In addition, from the Insights screen, you can check how many conversations are open per status. Insights (webio.com).
To set manually a status for a conversation you will have to access the Conversation Settings.
To access the Conversation Settings, click the three dots at the top of the Conversation screen.
From here you can:
How to set a Status against a conversation
To set a Status against a conversation:
- Access the Conversations Settings then select the desired status from the list.
Status can be selected among the ones available to your organizational unit. If you require a new brand status please contact your administrator or support@webio.com- The Status will now display against the conversation and within the conversation history.
How to Set A Status using a bot
You can use a Set Status step within your Bot build. Set Status will stamp automatically the conversation with the selected status when it reaches this point.
Speak to your Administrator if you can't see the Bot screen.
How to create a new Status
To request a new status for your org please contact your administrator or support@webio.com
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