The Conversation tab in Paldesk is an archive of all your past interactions. Once you close a conversation, it moves from your Live to your Conversations tab. In this archive, you will be able to see and edit contact data (just like in the Contacts tab), access attachments, or send chat transcripts.
Here’s an example of what your Conversations tab might look like:
Image 1. Main screen of the Conversations tab
How can I search through conversations?
When it comes to searching past conversations, you can either browse Conversations > My archive to access your past interactions or go to Conversations > All chats to access other agents’ past conversations.
As described in this article, agents will be able to see all messages sent to all members of their team, unless the private conversations feature is enabled. In that case, the account owner and administrators will be able to monitor all conversations, but agents will not have access to each other’s past messages.
There are several ways you can filter closed conversations:
- Search by name – searching conversations according to number.
- Search by assigned agent – searching based on the assigned agent.
- Search by affected client – searching based on the sender.
- Search by conversation status – searching based on a predefined conversation tag.
- Search by date – searching based on a specific time frame
This is how your search menu looks like in your Paldesk dashboard:
Image 2. Search conversations in Paldesk
What else can I do with a closed conversation?
Apart from searching closed conversations, you can also send new emails, create tickets, and access additional information about your conversations. See what that looks like in the app:
Video 1. Other conversation options