Customizing Conversation Views
Customizing Conversation Views
Adding a new view
- Click "Create View" at the bottom left corner of the Conversation Views window
- In the modal, give your view a name, and define the filter criteria from the following options
- Agents
- Multiselect agents to view their chats
- Bots
- Multiselect bots to see only conversations with specific bots or groups of bots
- Review Status
- View only conversations that have or have not been reviewed
- Conversation Status
- When finished, click "Create View" in the bottom right corner
Deleting or editing views
- Click "Edit Views" in the bottom left corner of the Conversation Views window
- All custom views will now appear with pencil icon to edit, and a red "x" to delete
- Click the pencil icon to open the conversation view editing modal, where you can change the name and filter criteria for this view.
- Click the red "x" to delete. An additional modal will pop up to confirm that you wish to delete.
