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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.
Last modified 9mo ago
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