Conversation Details Cards

13 articles

Customizing Conversation Details

Tailor your conversation details to your needs. You can learn about the different cards and how to add, remove, and change the order.

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Contact Info

The contact info card shows the following information if known: Contact Name. Company. Email. Phone. Social Media links associated with the given email. Lead Score.

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Saved Replies

The "Saved Replies" card shows a list of all saved replies. Learn how to manage saved replies and how to set their priority with this HelpDoc.

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Conversation Details

Conversation Details. This card will auto-populate with the following: The bot that the person is engaging with, the conversation start URL, and the traffic source.

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Recent Conversations

Recent Conversations. This card shows a list of all previous conversations with this site visitor. Read this for more context of what this conversation detail includes.

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Notes

This card allows for easier internal communication linked to specific chats.

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Conversation Tags Card

This card displays all conversation tags already applied to the conversation and all other tags in your account, with a search bar for easy access.

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Segments Card

Segments. This card displays a list of all company segments in your Organization. Click on any segment to open that segment in a separate tab.

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Activity History

Activity History. This card displays a list of all activity that site visitor has had on your site. This includes page visits, bot interactions, live chats, and contact information capture.

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Availability Card

Availability. This card displays all levels of availability: Company, Team, and Individual. Groups or agents with a green check mark to the right are currently available for live chat

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Performance Card

Performance. This card tracks your individual chat agent performance. Select a time frame from the dropdown menu in the top right corner of the card

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Company Info

This card displays the following information about the site visitor's company: Name, domain, and logo. Industry. Employee count. Location. Annual Revenue.

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Account-Based Engagement Card

This card displays a quick summary of the account from an ABE perspective, including: Company name and logo.

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