Livechat Filters

02:15 mins
T

Tanyeem

Updated on Dec 22, 2023

Filters in Verloop.io Live Chat SectionIn this video, we will explore the various filters provided by Verloop.io in the live chat section.Step 1: Accessing the Filtering OptionTo begin, locate the filtering option in the Verloop.io live chat section.Step 2: Multiple Ways to Filter ChatsVerloop.io offers multiple ways to filter chats. These filters can be used separately or in combination to suit your needs.Step 3: Filtering by AssignmentYou can filter chats based on their assignment. Choose to view chats assigned to yourself, other agents, or the bot.Step 4: Filtering by StatusChats can also be filtered based on their status. Select the desired status to filter chats accordingly.Step 5: Filtering by Date RangesVerloop.io allows you to set date ranges for filtering chats. Choose a date range that suits your requirements.Step 6: Removing FiltersIf needed, you can remove applied filters by clicking on the designated button. This will reset and remove all previously applied filters.Step 7: Filtering by CSAT ScoresFilter chats based on their CSAT scores. This filter can be used in combination with a date filter to refine your search.Step 8: Filtering by TagsTags can be applied to chats, and you can filter chats based on these tags. Use this filter to find chats with specific tags.Step 9: Filtering by Email IDIf you want to filter or find chats related to a particular email ID, you can search for it using the provided search section.Step 10: Filtering by Phone NumberIn a similar manner, you can also find chats relevant to a specific phone number. Enter the phone number in the search section to filter chats accordingly.Step 11: Viewing Filtered ChatsOnce you have applied the desired filters, you can view the filtered chats that match your criteria.That concludes our video on the filters provided by Verloop.io in the live chat section. Thank you for watching!Microsoft MechanicsWebsite: www.microsoft.com