Chat history - Zoho SalesIQ

Viewing Visitor's Conversation History

 You can access the archives of all activity from your live chat customer support operation by navigating to the Chats module on the left side of you SalesIQ dashboard. 

Benefit of Chat History

The conversation history provides a comprehensive snapshot of your customer's profile and interactions with operators. This valuable resource enables you and your team to understand each visitor's interests, allowing you to tailor ongoing conversations accordingly. Ensures a seamless experience, even when different operators handle the visitor's chat on various occasions. Furthermore, you can monitor missed chats and subsequently reach out to visitors or send follow-up emails. Additionally, the chat transcripts between your operators and visitors can be reviewed in case any issues arise, offering a reference point for addressing concerns.

Exploring past conversations

You will encounter the chats list in the Chats section, with the most recent ones appearing at the top. As you scroll down, you can access earlier conversations. Each chat entry presents the visitor's name and email address, query, timestamp of chat submission, and operator handling their live chat offline request.

Filtering Your Visitor's Chat History

To customize your chat viewing experience, utilize the Filter drop-down menu at the top-right corner. You can refine your chat history based on criteria such as operator, status (closed, attended online, attended by email address, or missed), department, embed, or date. Additionally, you can explore different chat categories, including Active, Missed, Reopened, Closed, and Monitored chats, and apply filters to tailor your view according to your preferences.
  1. Active chatsThis category will contain a list of all the chats that are currently active/ongoing.
  2. Missed chats: This category will contain a list of all the chats that have been missed by operators so far.
  3. Reopened chats: This will contain the list of chats that were closed and then reopened for a follow-up or a new query.
  4. Closed chats: This will contain a list of all the completed chats
  5. Monitored chats: This will contain a list of all chats that were monitored by another operator(Administrators/Supervisors).
  6. Chats in queue: This will contain all the chats that are in queue and yet to be picked up by your operators. 

Viewing the conversation history

To access the transcript of a specific closed conversation, click on that Closed chats. You can also find visitor information and a notes section through icons in the top-right corner. If, after reviewing the transcript, you decide to send the visitor an email (only if the visitor provided with email address), you can click the Send Email button to open a message composition box where you can proceed to send your message.

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