Learn how to open multiple conversations with visitors on your website.
How to View Your Inbox
- From your One to One Workspace, click into the Inbox icon. This is your Inbox, where you will see those visitors where you have engaged in an active conversation
- For visitors to appear, start a session with a visitor through a chat or call.
- Only you can see your inbox as an Agent.
- Clicking on a visitor will open a chat window, allowing you to text them directly. When they respond, a red notification will appear.
- You can have up to 2 active chats open at a time.
- Selecting the minimize icon will minimize the window/ Selecting the exit icon will end the chat. If a visitor is calling, selecting the call icon will go straight into a call.
- If you need to view more details on the viewer, click into the expand icon which will take you to the visitor details page.
- Clicking on the filter view will give you a focused view of the open conversations.
Notes:
- After an agent picks up a visitor, they will no longer be visible in the visitor feed to prevent other agents from contacting them.
- Agents can have multiple chat conversations with visitors, but not multiple simultaneous calls.
- If the visitor is offsite, the Agent will not be able to message them.
- Conversation ends after 10 minutes of inactivity.