Conversation views - Instant Messaging Module

IM'ing (Instant Messaging) Feature Story Series

Featurecast Story 18 - Conversation views

Find all your business conversations in one place

Providing service on any channel is a challenge

Agents need to be able to actively listen and work with customers to find solutions that meet their needs. This involves being patient, asking clarifying questions, and communicating clearly and concisely to lead conversations towards satisfactory resolutions and build strong customer relationships.

To follow these best practices in an instant messaging environment, agents must have visibility into all their ongoing conversations across multiple channels.

What are conversation views in instant messaging?

Your agents' inboxes can quickly become swamped with messages from customers. Handling these messages can be challenging, especially if you have a large team with numerous agents handling customer requests.

To streamline your team's efforts and stay organized, utilize specific views to filter conversations and determine where the team needs to focus. Using these views, you can categorize conversations based on their priority level or status, such as my open, all open and unassigned, assigned, resolved, or bot conversations.

How do you use views?

Click the name of the view that is currently being displayed.
This will display a list of all the (default) views you can access. It will also show you the number of conversations in each view.

Default conversation views

The conversation status labels in the default view enhance the customer requests categorization process, making it easier for agents to keep track of their workload and prioritize conversations. When you start using the IM chat module, you have access to six default views.

My Conversations: The view lists all the conversations assigned to you (the agent). There is an additional filter layer with values for all conversations, yet-to-respond, and responded conversations.
Unassigned: Lists all incoming conversations that have yet to be assigned to agents.
Blocked: Conversations that have been blocked by the agents when they come across abusive customers.
Ended: All resolved conversations that the agent or customer has ended.
All Conversations: All the new and unassigned conversations. There is an additional filter layer with values for all conversations, yet-to-respond conversations, and responded conversations.
Bot Conversations: These are all the ongoing conversations your bots handle.

Benefits of a unified messaging module

All-in-one inbox

In Desk's unified messaging module, the all-in-one inbox allows you to manage all your customer communications from a single interface. This means you can provide support on multiple channels, such as WhatsApp, Telegram, LINE, WeChat, FB Messenger, and more, without switching between different tools or platforms. The all-in-one inbox also provides contextual support with multi-SDK on a single application, which means you can offer personalized support based on the customer's context and history.

Efficient team collaboration

The IM module's unified messaging interface enables your support team to communicate, collaborate, and deliver the best possible customer experience on any channel.

Rich interactions: more than just text replies

Providing support on any channel with a unified messaging module allows for rich customer interactions. Customers can receive assistance through various channels (messaging apps) from one centralized location. A unified messaging module also allows for personalized and context-specific support, which can help resolve customer issues more efficiently.

Automation

Our automation workflows are designed to streamline your processes. With our unified messaging module, you can ensure that all incoming requests are handled efficiently.

Two-way interactions made easy

Many tools are available to facilitate communication between businesses and their customers. The IM module can be embedded in a website and provide customers access to a company's help center and support channels. This makes it easy for customers to contact a company and receive timely assistance. Additionally, chatbots and reply assistants can quickly respond to customer queries.

Final thoughts

Keeping messaging systems organised is important because it helps agents keep track of conversations and find specific messages easily. When chats are organized, it's easy to refer to previous conversations, locate important information, and stay on top of customer issues. Plus, it feels good to have a tidy and structured flow of messages, don't you think?

The messaging inbox is an excellent solution for businesses to streamline customer support operations and provide a seamless omnichannel experience.

There's more to come, so please watch this space for more IM feature stories.

Until next time,

Kavya Rao

The Zoho Desk Team

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Topic Participants
Kavya Rao Addepalli

Sticky Posts
Zoho Desk Virtual Meetup: US Central, October 5 - 7, 2021
After the interactive Virtual Meetups in the other regions, we are starting with the US Central and Midwest regions from October 5 to October 7, 2021. The dates for other regions will be announced soon. At this event, we will explore the topics which
Register for Zoho Desk Beta Community
With the start of the year, we have decided to take a small step in making the life of our customers a little easier. We now have easy access to all our upcoming features and a faster way to request for beta access. We open betas for some of our features
Ask the Experts 10: A 5-hour online Q&A on Zoho Desk Best Practices
Welcome to Zoho Desk's Ask the Experts session! This is a monthly discussion on our forums; wherein a panel of experts will take on questions specific to topics related to Zoho Desk. The panel will be available for a 5-hour period and will answer any questions posted here. Let's begin the year learning some best practices from our experts. In this month's ATE we are opening the floor to questions on how to use Zoho Desk the best way. If you have a business use case but not sure if Workflow is
Share your Zoho Desk story with us!
Tell us how you use Zoho Desk for your business and inspire others with your story. Be it a simple workflow rule that helps you navigate complex processes or a macro that saves your team a lot of time; share it here and help the community learn and grow with shared knowledge.
Ask the Experts 7: A 5-hour online Q&A on Telephony and Call Module
Welcome to Ask the Experts session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here. In this month's Ask the Experts, we will take questions on everything related to Telephony and the Call Module in Zoho Desk. We will discuss the following aspects: Integration with different Telephony vendors Routing calls to agents Converting