Message Page Overview
The Message Page allows you to manage conversations efficiently. It features an inbox to view messages, a conversation panel to interact with contacts, and tools to organize and respond to messages.
Conversation List (Left Panel)
Conversation Status Filter: Use the "All" dropdown to filter messages by status, such as "Unassigned", "Assigned", or "Resolved".
Filter: Click the "Filter" icon to filter messages by criteria like unread status, assigned to you, agent name, team name, or label.
Start a New Chat: Click the "+" icon to initiate a new conversation.
Channel Filter: Select which channels to display in the conversation list.
Label Toggle: Switch between displaying the conversation list with or without labels.
Select Messages: Check the boxes next to conversations to select multiple messages for bulk actions.
Action Dropdown: Select multiple conversations to assign them to an agent/team or export the selected conversations.
Conversation View (Center Panel)
Conversation Status: Click to change the status to "Unassign" "Mark as Resolved" or assign it to an agent/team.
Bot Toggle: Enable or disable the bot flow. When enabled, the bot flow will be triggered when conditions are met. When disabled, the bot flow is inactive and will not respond to messages.
Private Note: Switch to the "Private Note" tab to send internal messages that are visible only to your team.
Response Options: Send attachments, emojis, message templates, saved replies, or flows.
AI Tools: Click to use AI Writer or Doc Reply. For more details, please refer to AI Tools - AI Writer & Doc Reply.
Pause Auto Follow-ups: Click to pause or resume the Auto Follow-ups function. For more details, please refer to Auto Follow-ups.
Contact Info (Right Panel)
Contact Info: View the contact's name, user ID, phone number, and other details. Click "Edit" to update the contact info.
Notes: View, add, or edit notes about the contact to keep track of important details.
Custom Fields: Add custom fields to store additional information specific to your needs.
Labels: Create or manage labels for the contact to categorize and organize conversations.
Block/Unblock Contact: Block or unblock the contact as needed to manage communication.
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