Effective conversation management is crucial, particularly when using Conversations as a ticketing system. To stay organized and efficient, you can filter, close, and delete your conversations.
Filter conversations
You can filter your conversations to find the ones relevant to you, such as particular communication channels, specific topics, or markets.
Conversations offers basic filtering options through the My conversations, All conversations, and Unassigned sections, along with filters for channels and conversation status (open/closed). For more precise filtering, you can use the Search bar to find specific conversations.
Click the magnifying glass icon to access the Search bar. From there you can:
- Search for specific conversations directly in the search bar.
- Filter by status, assigned to, channel, date, group.
- Click previously used filters from the Search history to quickly reuse them.
You can also bookmark an applied filter on your browser to quickly access the conversations most relevant to you every time you open Conversations.
Close a conversation
Once you end a conversation with a visitor, you can close it to move it from your Open filter to your Closed filter. This helps you keep track of important conversations while keeping your active conversations list clean and organized.
You can close one or several conversations from:
- the Open filter in My conversations and All conversations.
- the Unassigned section.
To close one conversation, you can either:
- Hover your mouse over the conversation you want to close, and click the checkmark icon above the conversations list, or
- Click the conversation you want to close, and click the checkmark icon in the top bar.
Your conversation is transferred to the Closed filter.
To close conversations in bulk:
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Your conversations are transferred to the Closed filter.
Delete a conversation
To delete one conversation:
- Click the conversation you want to delete.
- Click the bin icon in the top bar.
- Click Delete conversation to confirm.
The conversation is permanently removed from the Conversations app.
To delete conversations in bulk:
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The conversations are permanently removed from the Conversations app.
🤔 Have a question?
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