Inbox Walkthrough

1. Go to CRM → Live Chat from the left menu 2. Open any chat to view the conversation

3. Check Session Status

• 🟢 Green icon = 24-hour session active

• 🔴 Red icon = Session closed (template message required)

4. Use Three Dots (⋮) to:

• Add Tags

• Mark Done / Close / Unread

• Pause Automation

• Transfer Chat

• Archive / Block / Delete

5. Manage Tags & Filters

• Create tags with icon & color

• Use Permanent or Temporary Filters

6. Switch between Departments & Assigned Chats

7. Send Messages

• Type text, emojis, attachments

• Works only when session is active

8. View Customer Details (Right Panel)

• Profile Info

• Super Fields (custom data)

• Notes (internal only)

• Remarks (follow-ups/status)

9. Schedule Messages

• View upcoming or processed scheduled chats

10. Bulk Actions

• Select multiple chats → Transfer to agent/department

11. Check Message Info

• View delivery status

• See error reasons for failed messages

12. Live Chat helps manage all WhatsApp conversations from one place with tags, filters, and automation