Steps to send WhatsApp Template during Live ChatGo to the Inbox module and open the conversation.If the chat is unassigned, click “Assign Chat to Me.”In the top bar of the chat window, click “Send Template.”The Choose Template popup will appear. Select th ...
Adding private notes during a live chat is an excellent way to share internal insights or instructions without revealing them to the customer. This guide will walk you through adding a private note to a conversation in the Inbox module.Step-by-Step Guide ...
You can reassign conversations to another agent by selecting the chat, choosing the reassign option, and picking the desired agent. This ensures that the right agent handles the conversation efficiently. Steps to reassign conversations to another agent ...
Assigning unassigned chats ensures that all incoming conversations are promptly handled by available agents. By distributing unassigned chats, you can manage customer inquiries efficiently and avoid delays in responses. Steps to Assign Chats Manually: ...
Unattended chats are conversations that have been assigned to agents but have not yet been addressed or responded to by them. Managing unattended chats is crucial for ensuring that no customer queries are left unresolved. Steps to View Unattended Chats ...
Labels in Geta.ai help organize and categorize chat conversations for easy management. You can assign labels to chats, making it simpler to track and filter conversations based on topics, priorities, or statuses. Steps to Add Labels to a Chat Conversat ...
Geta.ai allows you to organize chats efficiently by assigning labels. You can change or add labels to multiple chats at once, saving time and ensuring conversations are properly categorized. Steps to Change Bulk Labels in Chat ...
Chat statuses help track the progress of conversations. Set a chat as "Open" when it requires attention, "Pending" when awaiting further action, and "Closed" once the issue is addressed. This aids in efficient chat management. How Do I Set Chat S ...
Geta.ai allows you to quickly find specific messages within a chat, making it easier to locate important information in long conversations. Follow these steps to search for a message within a chat. How to Search a Message in a Chat in Geta.ai? Go to ...
Searching for a specific conversation in the Geta.ai Inbox allows you to quickly locate chats based on keywords or customer details, making it easy to manage multiple conversations. Steps to Search for a Specific Conversation: Go to the Inbo ...
Geta.ai provides an easy way to access a customer's contact details and previous conversation history, enabling agents to get more context for better communication. Follow these steps to view these details within a chat. Steps to View Previous Conversa ...
Geta.ai's filtering feature allows you to quickly narrow down conversations based on different criteria such as chat status, agent assignment, labels, and more. This helps in efficiently managing a high volume of conversations and finding specific chats. ...
Canned Responses, or canned responses, allow agents to send predefined messages during chats, improving response time for frequently asked questions. You can easily create and manage quick replies in Geta.ai. Steps to Create Canned Responses: Go t ...
Canned responses in Geta.ai are customizable. You can easily edit or delete them as needed, ensuring that your predefined responses remain up-to-date and relevant. Steps to Edit/Delete Canned Response: Go to Your Settings Module Click on the Se ...
Inactivity timeouts allow you to manage how long a chat remains unattended or open without activity. You can set specific time limits for both unattended chats (when agents don't respond) and closed chats (when customers don't reply). This helps track a ...