SW Messenger Update: Conversation Views

You are here:
< All Topics

SW Messenger Update: Conversations View

The new update allows each User to have their own Conversations view.

Use the table of contents on the right to quickly scroll to specific sections of this article.

1. Features in this update allow you to:

  1. Utilize various conversations views: My Conversations, New & My Conversations, and All Conversations.

  2. Claim conversations

  3. Transfer conversations to other users

  4. Resolve conversations

  5. Use a conversation timer to track how long a customer has been waiting for a reply

  6. Track all conversations via the An Activity Log. This includes when conversations are created, which users were assigned to a conversation, conversation transfers, when conversations are resolved, and more.

2. Video Overview

3. Change Conversation View

Click the My Conversations tab (below the search bar) and choose which view you’d like to see from the dropdown.

My Conversations: Only conversations  claimed by you.
New & My Conversations: Conversations claimed by you & any new unclaimed conversations.
All Conversations: All conversations claimed by you, others, and unclaimed.

4. Claim a Conversation

In the New & My Conversations tab, select the conversation you’d like to claim, then click the Claim button (above the chat log) to claim/assign the conversation to yourself.

Now it is no longer visible to other users when they are in their My Conversations tab.

5. Resolve a Conversation

Once a conversation is complete or ready to be archived, click the Resolve button. This conversation will no longer appear in any Conversations view.

6. Transfer a Conversation

To Transfer/assign a conversation to someone else, select the conversation you’d like to transfer, then click the Transfer button and choose the desired name from the dropdown.

This conversation will no longer appear in your My Conversations tab.

Previous Sending Outgoing SMS Messages: What to Say & Why
Table of Contents
ServicersWeb