ChatMaxima Inbox & Contact Actions
Contact & Conversation Management
1 What actions can I perform on a contact or conversation directly from the ChatMaxima inbox?
From the ChatMaxima inbox, you can perform several actions, including sending an email to a contact, setting a reminder, and setting a timer for a specific conversation.
2. How can I view and update a contact's profile details within the ChatMaxima inbox?
By clicking on a contact in the ChatMaxima inbox, you can view their profile, which includes details such as their email, mobile number, and organization. You can also click "Add Note" to include other details you may need.
3. Is it possible to hide a contact's profile details from the ChatMaxima inbox view?
Yes. Within the ChatMaxima inbox, you can click the "Hide Details" button, which is located under the profile of the chat contact, to hide the profile information (departments, labels, status, etc.) from your inbox page.
Chat & Message Functions
4. How do I summarize a conversation from the chat history within the ChatMaxima inbox?
To summarize a conversation from the chat history within the ChatMaxima inbox, first open any conversation. In the chatbox, you will find a "Summarize" button located under the contact's profile.
5. How do I reply to a specific message within a conversation in the ChatMaxima inbox?
To reply to a specific message in the ChatMaxima inbox, first open a conversation. You can then select a specific message and click the three dots to choose the "Reply" button.
6. How can I translate a message within a conversation in the ChatMaxima inbox?
To translate a message within a chat in the ChatMaxima inbox, once you are in a conversation, select the message you wish to translate and click the three dots to find the "Translate" option.
Profile & Account Settings
7. How do I manually add new departments or labels in ChatMaxima?
To add new departments or labels in ChatMaxima, you can follow this path: Dashboard → Collapse menu → Settings → Departments and Labels. From there, you can add new departments and labels as needed.
8. How do I update a contact's profile details and profile picture using ChatMaxima Inbox actions?
You can access and update a contact's profile details within the ChatMaxima unified inbox by following this path: Dashboard → Unified Inbox → Inbox → Click a chat → Profile Icon → Update Profile. From here, you can edit details such as their name, contact information, and other profile attributes.