Conversation statuses are tags you can create and use to easily filter your past interactions. When closing a conversation in your Live tab, you have two options: you can either close it or close it with a special conversation status.
How can I create new conversation status?
Please note that you will have to create one custom conversation status in order to see the Conversation status option in your Live tab. If you want to create a new conversation status, please follow the steps below:
Step 1: Go to Administration > Settings > Conversation status, as seen in the video:
Video 1. Creating a new conversation status
Step 2: Click on the ‘+’ icon in the upper right corner.
Step 3: Name your conversation status. It can be something like “Logistics,” “Sales,” “Late delivery,” etc., depending on your business model and other factors.
Step 4: Save changes.
Next time you’re about to close a live conversation, you will have the option to use your special status that you can later apply as a filter when searching through closed conversations.
Here’s an example of how you can do that in your Conversations tab:
Image 2. Filter by conversation status
And that’s how you set up and use conversation statuses in Paldesk! If you come across any issues, feel free to chat with us live on paldesk.com or send us an email to firstname.lastname@example.org. Our customer service team will be more than happy to help!