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    • Temporarily Disable the Delete Message Template Function
  • 🔹Platform Setup
    • 🚩Things to note when setting up the platform
    • WhatsApp
      • WhatsApp Conversation Fees
      • Turn off WhatsApp Number Two-step verification
      • Submitting an eligible phone number for WhatsApp Business API
      • WhatsApp Business API Display Name Guideline
      • Applying for Official Business Account (Green Tick)
      • WhatsApp Business API Limitations
      • WhatsApp Broadcast Limit and Setup Business Profile
      • Regarding WhatsApp Business API being blocked
      • Export WhatsApp Conversations
      • WhatsApp Catalogue
        • Connect the catalogue to your number
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    • Instagram
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      • Customer Service Messages
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  • 🔷Contact setup
    • Contact
      • Import, Export and Add Contact
      • Contact Info Page
      • Notes
      • Block/Unblock Contacts
      • Delete Contact
      • Contact List (WhatsApp)
      • Label Management
  • 🔷BROADCAST SETUP
    • Broadcast
    • Broadcast (WhatsApp)
      • Create or import a contact list for broadcast
      • Create a WhatsApp message template
      • Create a Carousel Template
      • How to Send WhatsApp Broadcast
      • Selective Display of Templates
    • Broadcast (Non-WhatsApp)
    • Broadcast - Recurring Notification (Facebook)
  • 🔹CRM Quickstarts
    • Messages
      • Message Page Overview
      • Icon in the message
      • Inbox Permissions
      • Export Conversation
      • Auto message for assigning conversation
      • Import new contacts and open - individual import
      • Import new contacts and open - multiple imports
    • Basic Flow
      • First Direct Message, Ice Breaker, Story Mention
      • Setting up non-business hours
      • Flow management tools
      • Selective Display of Flows
    • Customized Flow
      • Flow Blocks
        • Flow template reference
          • Event reservation Flow
          • Subscription cancellation Flow
      • Flow Trigger
      • Assign Conversation
      • Custom Field and User Input Setup in Flow
      • Setting up Call API Block in Flow
      • Smart Delay
  • 🔷AI Tools
    • AI Tools
      • Manage projects for AI Reply from Document
      • AI Tools - AI Writer & Doc Reply
      • AI Writer & Consultant
      • AI Reply from Document Flow Block
      • AI Dialog Flow Block
        • How to write good prompts for your AI Dialog?
      • AI Funnel Flow Block
  • 🔷POST AUTO REPLY
    • Post Auto Reply
      • Post Auto Reply Setup
      • Post Auto Reply Setup - Multiple
      • Manage The Bot
      • Create an IG Live Bot
  • 🔹Settings
    • Upgrade Plan
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    • Two-factor authentication (2FA)
      • Enable 2FA in Settings (Owner Only)
      • Disable 2FA in Settings (Owner Only)
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      • Add Team Member
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    • Sound Notification
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      • Setting up Web Chat on wordpress
      • Setting up Web Chat on Shopify
      • Add WhatsApp button to your website that links to your WhatsApp Business account
    • Auto Follow-ups
    • Names Display
  • Supported Languages
  • 📱chatalog Mobile App
    • Conversation List
    • Conversations and Responses
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On this page
  • Conversation List (Left Panel)
  • Conversation View (Center Panel)
  • Contact Info (Right Panel)
  1. CRM Quickstarts
  2. Messages

Message Page Overview

PreviousMessagesNextIcon in the message

Last updated 24 days ago

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)

  1. Conversation Status Filter: Use the "All" dropdown to filter messages by status, such as "Unassigned", "Assigned", or "Resolved".

  1. Filter: Click the "Filter" icon to filter messages by criteria like unread status, assigned to you, agent name, team name, or label.

  1. Start a New Chat: Click the "+" icon to initiate a new conversation.

  2. Channel Filter: Select which channels to display in the conversation list.

  1. Label Toggle: Switch between displaying the conversation list with or without labels.

  1. Select Messages: Check the boxes next to conversations to select multiple messages for bulk actions.

  2. Action Dropdown: Select multiple conversations to assign them to an agent/team or export the selected conversations.

Conversation View (Center Panel)

  1. Conversation Status: Click to change the status to "Unassign" "Mark as Resolved" or assign it to an agent/team.

  2. 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.

  1. Private Note: Switch to the "Private Note" tab to send internal messages that are visible only to your team.

  1. Response Options: Send attachments, emojis, message templates, saved replies, or flows.

  1. 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)

  1. Contact Info: View the contact's name, user ID, phone number, and other details. Click "Edit" to update the contact info.

  1. Notes: View, add, or edit notes about the contact to keep track of important details.

  1. Custom Fields: Add custom fields to store additional information specific to your needs.

  2. Labels: Create or manage labels for the contact to categorize and organize conversations.

  3. Block/Unblock Contact: Block or unblock the contact as needed to manage communication.

AI Tools: Click to use AI Writer or Doc Reply. For more details, please refer to .

🔹
AI Tools - AI Writer & Doc Reply
Conversation Status Filter
Filter
Channel Filter
Label Toggle
Action Dropdown
Conversation Status and Bot Toggle
Private Note
Response Options
AI Tools and Pause Auto Follow-ups
Contact Info
Notes
Custom Fields/Labels/Block or Unblock Contact