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Chat

Organize chats: search, filters and tags

2 min read
On this page

Use search, filters and tags to find the right chat quickly, and the chat menu to keep the list tidy.

Search and filters

  • Type a client's name or phone number in Search.

  • Click the filter icon to filter chats by Tag, Channel, Assigned, Status (read or unread) and Open (open or closed chats).

Chat filters: Tag, Channel, Assigned, Status, Open

Chat menu

Click the arrow next to a chat:

  • Pin: keep the chat at the top of the list and in Favorites.

  • Snooze: move the chat to Snoozed. It returns to New when the client writes again.

  • Add tag: mark the chat, for example VIP or Brows.

  • Mark chat as unread: come back to it later.

  • Close chat: finish the conversation.

Chat menu: Pin, Snooze, Add tag, Mark as unread, Close chat

Tags

The account owner creates tags in Settings → Tags and folders. A tag name can be up to 10 characters long.

Client profile

Open a chat and press ] to see the client Profile:

  • name, phone and e-mail;

  • Language of the client;

  • Tags and notes from your team;

  • Link chat: join chats of the same client from different messengers in one profile;

  • Block user: stop receiving messages from this client.

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