Channels & Settings
  • 25 Jul 2022
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Channels & Settings

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Article Summary

1. We want to set up filters within the sub-channels as well. How can we do this?

We've added the ability to filter conversations also for sub-channels, in order to do so you need to go to the Dashboard. The channel & sub-channel table will appear. Hover the mouse over the relevant sub-channel and at the end of the row there is an option to hide the name.

2. Why when we send a message to a customer, it does not have a signature displayed?

In order to confirm that the message was sent with a signature, you need to check that you have responded to the customer using the correct channel, and not using a channel which is not an email channel.

3. How can I filter channels and conversations?

3a. Connect to the Agent Workspace

3b. On the Agent Workspace home page, click on the tab Channels (located on the left-hand side scroll-down menu).

3c. Mark the checkbox on the relevant channels which you would like to apply the filter.

3d. Choose a name for the filter and click Add.

3e. The filter should appear on the scrolling toolbar under Channels.


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