Chats
The Β«ChatsΒ» section allows you to view and manage conversations conducted by your virtual manager.
General view of the section
In your Selarti personal account, go to the Β«ChatsΒ».
Filtering conversations
In the upper left part of the screen there are filters that allow you to conveniently manage conversations:
By tasks. You can select a specific task from the dropdown list to view only those conversations related to that task.
By conversation status. Ability to filter conversations by various statuses:
All dialogs (default).
π Successful dialog. Conversations where a meeting was arranged, interest was shown, or contact details were obtained for further communication.
π Contacts received. Conversations in which contact details were received.
π‘ The is Interest. Conversations in which the user showed interest in the product/service.
π Dialogue closed. Conversations in which the user refused further communication.
π€ Defined as robot. Conversations in which the user was identified as a bot.
πββοΈ User replied. Conversations in which a reply was received.
π¨π»βπ» Handled by operator. Conversations that were transferred to a manager.
For convenience, conversations can also be sorted by the following criteria:
Date descending. Conversations sorted by date in descending order. Allows you to see the most recent conversations at the top of the list.
Messages descending. Conversations sorted by the number of messages in descending order. Helps quickly find conversations with the most activity and messages.
Viewing conversations
On the left side of the screen, a list of conversations with brief information is displayed:
Client name.
Conversation status (indicated by emoji).
Text of the last message.
Date of the last message.
Number of messages in the conversation.
When you click on the desired conversation, the full communication history is displayed on the right, where you can see all messages sent and received within this conversation.
Managing conversations
Continuing the conversation with the user. You can communicate with the client directly in the conversation. More details in a separate article.
Share conversation. To do this, in the open conversation, click the icon in the upper right corner, and the link to the conversation will be copied to the clipboard. The conversation via the provided link will update in real time, allowing you to track all changes and new messages.
Change conversation status. If you need to manually change the conversation status, click the three bars in the upper right corner of the open conversation. After selecting the conversation status, don't forget to save the changes.
Export Dialogues. To download a CSV file with the 100 most recent dialogues with clients for a selected task, use the button with the leaf icon in the upper right corner.
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