Conversations
Sending attachments
Overview Conversations often require documents to be sent to customers to ensure they receive the required information. From your conversation screen you can add attachments to be sent with your messages across WhatsApp. How to send Images and PDF ...
Conversations screen elements
Overview When you are on the Conversations screen and you select a queue, the list of conversations stored into it is displayed on the left side of the screen. Selected Conversation Once the queue is selected, clicking on a conversation cards will ...
Order and colouring of the conversation's cards
Overview When you select a queue from the conversations screen, you access the list of all conversations stored in that queue. Depending on your permissions, as an agent, you might not be able to see conversations assigned to somebody else - this ...
Action Panels
Overview When you open a conversation in the Conversations screen, the Action Panels (on the top right side of the screen), provide you with tools and information to maximize your team's productivity and streamline the way the conversation is ...
Close a conversation
Overview When you close a conversation, it's simply removed from the queue it's in. (In case you want to easily retrieve these conversations in the future, we recommend moving the conversations to a dedicated queue rather than closing them) How to ...
Move the conversation to another queue
Overview To access the Conversation Settings, click the three dots at the top of the Conversation screen. From here you can: Move the conversation to another queue. Set a status against the conversation. Add customer's phone numbers or other channel ...
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 ...
Conversations screen overview
Overview Thanks to the conversations screen, you and your team can easily keep track, organise and interact with the conversations that are taking place with your contacts. From here you can: Monitor all your conversations and take action when ...
Unassigning Conversations
Overview Quick Trick: Click into conversation, press 3 dots and select Unassign Conversation. When a conversation has been assigned to a user, other users within the same organisation can't see the conversation. This prevents duplication of work. ...