ReplyCX Documentation
Login
  • ⛩️Welcome to ReplyCX Knowledge Base! 📚
    • ReplyCX Basics
  • ▶️GETTING STARTED
    • Building a Chatbot
    • Testing a Chatbot
    • Channel Configurations
    • Deploying a Chatbot
    • Utility Tools
  • 🧩ACTION BLOCKS
    • Overview
    • Trigger
    • Send Message
    • Collect Input
    • Buttons
    • Carousel
    • Calendar
    • Send an Email
    • Condition
    • Image Carousel
    • Human Handover
    • Slider
    • Collect File
    • Delay
    • Form
    • Flow
    • Code-block
    • Options
    • Jump
    • List
    • Reply Button
    • AI Model
    • SET AI
    • Answer AI
    • AI AGENT
    • Webhook
    • Javascript
    • Send Status
    • Http Request
    • Dynamic data
    • Whatsapp flow
  • 🦾AI Studio
    • Building a GPT Chatbot
    • Knowledge Base
    • Training on historical live chat to generate response
    • Retrain frequency for URL data source
    • Custom Answers
    • Function Call
    • Prompts
    • Tokens
    • Setting up retrain
    • Advanced Crawling Criteria
  • ⛓️Integrations
    • Types of Integrations
    • Service Call
    • Google Sheets
      • Support for “Update Record” in Google Sheets
    • Codeblock
    • Google Calendar
    • Calendly
    • Zoho CRM
    • Hubspot
    • Dialog Flow
    • Events
    • Google Analytics
    • Freshdesk
    • Salesforce
    • Zapier
    • Airtable
    • Public API's
  • 🟢WhatsApp Business API
    • Prerequisites
    • WhatsApp Business API - Meta
    • Using a test WhatsApp Business API account
    • Product catalog on WhatsApp
    • Sync WhatsApp Template
    • Support for Carousel template message
  • Instagram
    • Using the Instagram Channel
  • 💬Live Chat
    • Overview
    • Saved Replies
    • Manage Saved Replies
    • Message status on live chat
    • Generating Response Using AI.
    • Rewriting existing response with AI
    • Labels
    • Managing Labels
    • Qualification details covered during a conversation
    • Settings
    • Filter conversations
    • Conversation History
    • Close a conversation
    • Related / Past Conversations
    • Elements on conversation card
    • Kind of Conversation Status
    • Copy Chat Transcript of a Conversation
    • Customize Live Chat Screen
    • Restart Conversation
    • Blocking Contacts
    • Agent status on live chat
  • ⚙️Troubleshooting
    • Variable Manager
    • Fallback Variables
    • Human Handover Configuration
    • Clone a bot
    • Preffered Image Dimensions
    • Working of Link Tracking
    • Setting up variables using trigger block
    • Availability of agents in Human Handover
    • Creating loop in the conversational flow
    • Requesting Edit Access
    • Cookies
  • 📢Outbound Bots
    • Outbound Action Blocks
      • Delay
      • Send WhatsApp
      • Send SMS
      • Send Email
    • Building a One-Off Campaign
    • Building a Ongoing Campaign
    • Creating WhatsApp Templates
  • 📱Chat Widget Customization
    • Embedding Chat Widgets
    • Customize Chat Widget UI using CSS
    • Display Chat Widget in iFrame
    • Change Appearance
    • Chat widget 3.0
  • 🏦Account Management
    • Manage Teams
    • Manage Teammates
    • Manage Roles
      • Channel configuration Permission
    • Opt Out Management
  • 📊Reporting
    • Custom Reports
    • Contacts Feature Recap
    • Scheduling Contact Report
    • Weekly Reports and Interactions
    • Export a contact list
    • Tracking link clicks on chatbot messages
    • Agent Report
    • AI Agent Report
    • Outbound Report
  • 🧑‍💻 Support
    • Forget Password
Powered by GitBook
On this page
  • Filter conversations on live chat
  • Criteria available to filter out the conversation:
  • Applying filters to find the desired conversation

Was this helpful?

  1. Live Chat

Filter conversations

PreviousSettingsNextConversation History

Last updated 1 year ago

Was this helpful?

Filter conversations on live chat

On a day-to-day basis, the bot interacts with multiple visitors. It gets difficult for the user to validate each and every interaction and check what the visitors are actually looking for.

Applying filters under live chat helps out the users to filter out the conversations.

Criteria available to filter out the conversation:

User can use various sets of filters to filter out the conversation:

Bot: This allows the users to filter out the conversations on the basis of the bot i.e., if there are multiple bots under one account, the user can opt for the bot in which they would like to see the conversations.

Status: This allows the users to filter out conversations based on the open or closed status.

Assignee: This allows the users to filter out the conversations assigned to the agents / teammates.

Label: This allows users to filter out the conversations as per the labels tagged.

Rating: This allows users to filter out the conversations on the basis of their CSAT ratings.

Date: This allows users to filter out the conversations on the basis of the date i.e., it can either be a particular day or month or custom time frame as per the user’s preference.

Keywords: This allows users to filter out conversations based on the set of keywords used.

Users can select multiple filters to filter out the conversations

Applying filters to find the desired conversation

  1. Go to the 'Live Chat' screen.

  2. Click on the 'Menu Gear' at the top to access the available filter options.

  3. Select the criteria on the basis of which you want to filter out the conversation.

  4. Click on 'Apply' to save the filters.

In-order to reset selected filters, the users can click on ‘Reset’

💬