Previewing and picking a conversation
You can preview a conversation before picking it.
Previewing
To preview a conversation before picking, in Picklist, either:
- tap the conversation, or
- swipe right on the conversation
The conversation preview opens and you can see the messages sent so far.
Picking
To pick the conversation, do one of the following:
- in preview, tap Pick,
- in Picklist, half-swipe left on the conversation and tap Pick, or
- in Picklist, full-swipe left on the conversation
Sorting and searching
You can sort Picklist by tapping on and selecting a sorting option:
You can search the picklist by swiping down from the Picklist header row:
This makes the search field appear:
Action menu
To see more details about the conversation, either:
- tap the three dots button, or
- in Picklist or History, swipe left
You'll then be able to select one of the following:
- Customer details
- Conversation details: source, destination (queue address), id
- Chat history: shows previous chat conversations, sorting based on arrival time, you'll also see previous chats from the same channel by swiping down
- Internal notes
- Transfer (only when picked)
- End chat