Conversation Views
Managing customer expectations during a conversation requires significant mental effort. We’ve added Conversation Views to help you make this switch easier. With it, you can save your most-used conversation filters as reusable views, so you can switch focus instantly without rebuilding filters every time. Let’s check how to use it!
⭐️How to Add A Conversation View?
In the Conversations tab, open the Views section and click Create view.
Name your view and add the filters to specify which conversations you want to include.
Once you’ve set your conditions, click Create View in the bottom right corner.
You can add team members to any created views, similarly to Smart lists, by clicking the three-dot icon and selecting Share.
⭐️Why Is This Feature Beneficial To Your Company?
Improved Response Rate: Easily filter high-priority or unassigned conversations to ensure no lead gets left behind without wasting time in finding the right person.
Multi-Offer Management: Use filters, such as tags, to separate and respond to customers who are reaching out for different products without confusion.
Channel-Targeted Approach: The way we speak can change depending on where the messages are happening, which, with shared views, you can keep your team aligned on how to approach.
Now, you create conversation views that keep your priorities organized. This feature is ideal if you regularly check the same sets of conversations, as it will help you avoid wasting time on repetitive filtering. We hope you enjoy it!
