Switch Between Messaging Sessions
  • 02 Feb 2022
  • 1 Minute To Read
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Switch Between Messaging Sessions

  • PDF

You will likely find yourself handling multiple messaging (chat, SMS, social Channels) sessions simultaneously. Use the My Customers list to quickly switch between active messaging Customers by monitoring the green dot indicators, which indicate a reply from the Customer.

See My Customers list order priority to understand better how Customers by Channel are organized on the list.

Tip - Click 'Next' to receive more messaging Customers
The number of messaging Customers (e.g., SMS, chat, Instagram Messaging, etc.) you're automatically routed depends on the standard messaging capacity your Administrator has set. You must then click Next to receive more messaging Customers beyond the standard capacity until the maximum number of messaging Customers is met.

Helping chat Customers

Keep in mind that active voice calls you are currently on appear on top. Otherwise, chat Customers are on top of the list. So if you have three chat Customers and are not on a call, those three chat Customers are the first three on the list. 

Check the Channel icon to see what Channel the Customer last used to communicate with you. A green dot indicates a reply which needs your attention.


Helping other messaging Customers

Although chat is a messaging Channel, it's displayed with priority in the My Customers list. All other messaging Channels (SMSs, Facebook Messenger, etc.) appear after chat Customers in the list.

Check the Channel icon to see what Channel the Customer last used to communicate with you.

A green dot indicates a reply which needs your attention.


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