1. Active Bot
On the Upper left corner is the name of the active bot. You can always change the bot involved by using the drop-down button.2. Dashboard Link
Clicking the First section of this part (the three lines marked above) will redirect you to your dashboard.3. Conversation Filters
In the second section, you can choose between All conversations, Conversations assigned to the bot, and Conversations assigned to humans. This determines the messages you see in your inbox depending on whether they are being handled by humans or your bot.4. Assign a Guest
In the third section, you can choose to assign a Guest to your inbox team. “Guest” means a user who is interacting with your bot.
5. Conversation Options
Here you can mark your conversation with a Guest as a follow-up by clicking the Star-like icon. Equally, you can click the three dots and select any of the options in the image below:
6. Guest’s Personal Information
Here you will find the Guest’s Personal Information. The accuracy of the information captured and reflected here depends on how well you have instructed your bot to get User Personal Information.7. Notes, Tags, and Notifications
Add Notes
Here you can add some Notes about the Guest.
Assign a Tag
Here you can assign a tag to the Guest. Tags may include, Subscribed to drip campaign and many more. More on tags has been discussed under the “Tags” section.
Enable Notifications
Here you can enable notifications. This way, you will always be notified whenever a new message is received in your inbox.
8. Message Composer
In this section, you can attach the contents whose icons are listed to your message before clicking send.
Here is a brief description of each of the above icons:
Record Audio
Click here to record an audio message.
Send a Flow
Click here to send a pre-built flow.
Schedule Appointment
Click here to schedule an appointment.
Add Emoji
Click here to add an emoji to your message.
Add Saved Reply
Click here to use a saved reply.
Attach File
Click here to attach a file to your message.
Send Message
Click here to send your message.
