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The Chats Page

Switchboard | Chats | Conversations

Nick Pnevmatikatos avatar
Written by Nick Pnevmatikatos
Updated over 2 weeks ago

As mentioned in a previous article, the chats page is designed to loosely resemble modern messaging apps in terms of layout (e.g. facebook messenger).

The Conversations Panel to the left

At the top of the Conversations panel you get some category options, most of which are self explanatory

Just below that you have the search bar, filters icon and create new chat button

Filters include

  • Assigned (Contact Owner)

  • Follower Assignment (Contact)

  • Mentions

  • Last Message Direction (Inbound/Outbound)

  • Last Outbound Message Type

  • Last Message Channel

Just below that you have the selectors and actions for the selection

Note: The Delete button in the Chats page doesn't delete the contact, it just deletes the conversation while preserving the contact. This action is IRREVERSIBLE, use it with caution.

As well as some basic sorting methods

The Center Panel

Most of the elements on this panel are shared with the Contact Page so here we'll only focus on the the unique elements.

  1. Star a Conversation. Starred Conversations are shown on the side with this little start on the top right

  2. Mark as Read/Unread

  3. Delete conversation - Note: This does not delete the contact, just the messages and events of the conversation with the contact. THIS ACTION IS IRREVERSIBLE!!!

  4. Within Conversation Filters, these look like this:

So if you select "SMS" then only the SMS will be shown in the conversation, calls, email and events will be hidden

Contact Information Panel to the right

1. The contact info panel is where you can see some basic contact info, tags, automations and DND status

2. Appointments

3. Opportunities

4. Tasks

5. Notes

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