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  1. Guide
  2. Getting deeper in dashboard
  3. Conversations

Inbox

PreviousConversationsNextConversation data

Last updated 4 years ago

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Here you will find previews of conversations initiated by the Interlocutors. To facilitate orientation in the conversations, it is possible to sort the conversations.

Filters

  • Sort by date - filter applied (up arrow on gray background) - conversations will be displayed from newest to oldest from top to bottom under the filters Yours, Following, Waiting, In progress, Closed. Filter not applied: display order is reversed.

  • Yours - conversations assigned to you that you are responsible for solving.

  • Followed - conversations of other Advisors that you follow.

  • Waiting - all conversations that were not displayed and for which the client did not receive a reply.

  • In progress - conversations that are currently being conducted by you and others in your company.

  • Closed - conversations that have been closed.

  • With tag - all conversations with the selected tag under the filters Yours, Following, Waiting, In progress, Closed.

  • Snoozed - all conversations with sleep status under the filters Yours, Following, Waiting, In Progress, Closed.