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By default on the live chat screen, you have the following views:
  • You - Chats assigned to you.
  • Assigned - Chats currently in progress.
  • Unassigned - No agent is assigned to the chat.
  • Closed - Historically closed chats.
  • SLA breached - Chats whose SLAs are breached
If you want to create your own view based on your criteria, to keep track of certain chats follow these steps:
  • On the live chat screen, click ’ + views’
  • Give the view a name
  • Define your filter criteria by adding conditions
  • Click ‘Create view’
Screenshot 2026 08 25 205330

NOTE

  • All views are static and are not refreshed in real time.
  • To see the updated chats, refresh the page.
  • Views created are accessible to all users.
Last modified on October 22, 2026