Centralized Customer Communication:
The Conversations Navigation tab serves as the central hub for managing all your customer interactions in one organized space. This interface provides a comprehensive view of all your conversations with easy access to filtering, searching, and managing your communications.
Key Features of the Conversation Tab:
Unified Conversation View: See all customer communications in a single, organized timeline
Advanced Filtering: Quickly sort and find specific conversations based on status, content, or tags
Search Functionality: Locate specific messages or contacts instantly
Customizable Settings: Adjust conversation handling preferences to match your workflow
The tab is designed to streamline your communication workflow, allowing you to efficiently manage multiple conversations while maintaining context and organization across all customer interactions.
Message Components
Messaging options shown in the image:
1. Search Message Bar: Allows you to search through all conversations for specific text, contacts, or content.
2. Filter Text: Provides a text field to quickly filter conversations based on specific keywords or phrases.
3. Filter Options: Toggle between viewing all messages, only unread messages, or archived messages.
4. Select All Conversations: Checkbox that allows you to select all conversations for bulk actions.
5. Individual Conversations: Each conversation entry that can be individually selected and opened.
6. Filter Preset: Predefined filters for specific tags, words, and other conversation attributes.
7. Start New Conversation: Button to initiate a new conversation with a contact.
8. Conversation Settings: Configuration options that control conversation behavior and display, including: Phone Number Selection: Options for how phone numbers are selected when switching between conversations:
Smart Selection: Automatically selects the phone number used in the most recent message. Ideal for multi-number conversations where you want to continue using the number from the latest exchange.
Standard Selection: Remembers your last selected phone number for each conversation. Perfect when you consistently use the same phone number for specific contacts.
The Conversations Navigation system provides essential tools for efficient communication management. With its intuitive search, filtering options, and robust contact features, you can easily maintain organized customer interactions while customizing the experience to fit your workflow needs.
Conversation Updated Features
Improved Conversation Navigation Features:
We've added several new features to enhance your experience when navigating through conversations:
Contact Favorites: You can now favorite contacts directly from the conversations page. Favorited contacts will appear at the top of your messages tab for quick access.
Visible Tags on Message Previews: Tags now appear directly on message previews, giving you immediate context about the conversation's content or status.
Interactive Tag Management: Click on tags within the message preview to easily add or remove them without opening the full conversation.
These enhancements are designed to improve organization and efficiency when managing multiple conversations.
Archived conversations
Accessing Archived Conversations:
The archived conversations feature allows you to access previously archived chats and manage them effectively. This helps keep your active conversation list clean while preserving important historical communications.
Resources link: https://app.pitchprfct.com/app/conversations