Preview and pick 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 the customer has 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:

Picklist

Waiting time is yellow if the warning limit set by your admin has been exceeded and red if the critical limit has been exceeded.

If the conversation has:

  • a preferred agent, you'll see a star

  • a required agent, you'll see a badge

Action menu

To see more details about the conversation, either:

  • when previewing a conversation, tap the three dots button at the top right corner, or
  • in Picklist or History, half-swipe left and select More
  • in Picklist or History, full-swipe left
You'll then be able to select one of the following:
  • Customer details: shows the customer's information, such as name and email address, if found in the system's directory
  • Conversation details: shows information about the conversation, such as the source and destination (queue address) and arrival time

  • Chat history: shows previous chat conversations from the customer

    To sort the list based on arrival time, tap the arrows icon . To see more chats, swipe down.

  • Internal notes
  • Transfer (only when picked)
  • End chat (only when picked)