Adding Direct Messages and Group chats to Tabs

By Shane Wall

Last Update 23 天前

Having access to information when you're answering a chat can be the difference between a good chat and a great one.

Tabs are a way of sorting information for agents and allowing access to functions that would usually see them have to exit the Dashboard. Keeping your workflow all in one place means you can be more efficient while answering a chat and save time for other things.

You can now add Direct Messages and Group Chats to Tabs allowing you to speak with your team while chatting to a visitor without even changing windows.

To make changes to existing Tabs or create a new one from scratch, make your way to the Administration section of the Dashboard by clicking the cog in the bottom left corner then select Tabs from the Settings list.

If you have multiple properties, make sure to check you're currently viewing the correct one by hovering over the hamburger icon at the top of the Dashboard.

On the Tabs page, you'll see a list of all of the current Tabs available to agents when answering chats for the currently selected property under the My Tabs heading.

The Preview function on the right side of the Tabs page will give you a quick glimpse of what the agent will see when looking at a Tab while answering a chat. You can cycle through the different Tabs by clicking the symbols at the top of the window.

To create a new chat tab, click the green +Add Tab button in the top right corner and choose +Chat.

Now you just have to give the tab a name and choose either Groups or Direct Messages and select the chat from the drop-down box. Once you've selected the chat you want to add to the tab, select the green Add Tab button and you're ready to go.

Note: If you remove an agent from the property - they will still be in your group chats or Direct Messages. You will need to ask them to remove themselves from the group chat or have you and your team remove themselves and create a new group chat.

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