Filters
This setting allows you to apply filters based on several criteria as per your preference to filter out the ongoing or historic conversations
You can use various sets of filters to filter out the conversations. They are;
Filter | Description |
|---|---|
Bot | This allows you to filter out the conversations on basis of the bot i.e. if there are multiple bots under one account, you can opt for the bot which you would like to see the conversation
|
Status | This allows you to filter out the conversations based on the status of the conversation i.e. whether the conversation is open or closed
|
Assignee | Allows you to filter out the conversations based on whom the conversation is assigned to i.e. whether it is assigned to agent or bot
|
Status | This allows you to filter out the conversations based on the status of the conversation i.e. whether the conversation is open or closed
|
Label | Allows you to filter out the conversations based on the labels tagged to them
|
Rating | Allows you to filter out the conversations based on their CSAT rating
|
Date | Allows you to filter out the conversations based on the date i.e it can be single date on which the conversation happened or it can be a month during which the conversations happened or custom time frame based on your preference
|
Keywords | Allows you to filter out the conversations based on the set of keywords used in the conversation |
You can select either one filter or a set of filters to filter out the conversations
To apply filters to filter out the conversations, you can follow the following steps;
- Access the 'Live Chat' screen
- Click on 'Menu' gear
- Select the 'Criteria or Filters'
- Click on 'Apply' to apply the filters
In order to reset the selected filters, you can click on 'Reset'
Last modified 10d ago