ChatMaxima Inbox & Contact Workflow

Inbox & Contact Workflow

1. How can I send an email to a contact directly from the ChatMaxima inbox?

You can send an email to a contact directly from the ChatMaxima inbox by converting a chat conversation into a ticket. To do this, simply click on an individual chat message, select the three dots (...) icon next to it, and choose the "Create Ticket" option to start the email conversation.

2. Is it possible to assign a contact to a specific agent or department using the ChatMaxima Inbox & Contact Workflow?

Yes, it is possible to assign a contact to a specific agent or department from the ChatMaxima inbox. You can also manage your contacts by applying a label or changing their status directly from the inbox.

3. Can I add a status or label to a contact using the ChatMaxima Inbox & Contact Workflow?

 Yes, you can add a status or label to a contact directly through the ChatMaxima inbox to help you organize and categorize conversations.

4. How can I add attachments to my replies within the ChatMaxima inbox?

 You can add attachments to your replies directly from the ChatMaxima inbox. To do this, simply look for a paperclip icon within the message composition area and click on it. You will then be able to upload files or images from your device to include with your message.

5. Can I use pre-written responses (canned responses) in a conversation within the ChatMaxima Inbox & Contact Workflow?

 Yes, you can use canned responses (pre-written replies) to save time in a conversation within the ChatMaxima Inbox & Contact Workflow. To use a canned response, simply go to the message text field and type a slash (/). As you begin typing after the slash, you will see a list of pre-written responses appear. You can then select the one you want to use.

6. Is there a way to add private notes to a conversation for my team members within the ChatMaxima inbox?

Yes, you can add a private note to a conversation for your team members by clicking the yellow lock icon in the message text box within the ChatMaxima inbox. A private note is a message that is visible only to you and your team members. It is not seen by the customer or external contact.

7. How can I mark a message or conversation as spam using the ChatMaxima Inbox & Contact Workflow?

You can mark a message or conversation as spam by assigning the "Spam" status to the contact. This action helps to keep your ChatMaxima inbox organized and filter out unwanted messages.