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