Get to know Conversations

Once you have set up the environment, the agents can start managing conversations and customer inquiries. All conversation management happens within the Agent panel.

To start, the agent needs to log in to the Infobip web interface and navigate to the Conversations module on the left menu navigation.

For performance optimization, agents should mark their availability by changing their status when taking over a conversation. The status reflects several things, however, it is important because this way Supervisors can track and manage team capacity in real time.

To change the status, the agent should navigate to their User profile in the bottom left corner → Choose status from the drop-down menu below their agent name and profile picture.

The default status is Active and the agent can change this status at any time.

Available statuses are:

• Busy
• Offline
• Away

Agents can set these per their current workload to denote their availability in the contact center.

Agent panel consists of two main areas:

• My Work – Displays all conversations the agent is working on at the moment
• All Work – Shows all conversations and queues

Dark mode

Dark mode is available for agent panels in Conversations, which significantly improves the user experience by reducing eye strain and provides a consistent and more accessible environment for agents.

To enable the dark mode, click the moon icon in the upper right corner of the agent panel.

Once you enable the dark mode, the complete agent panel will be affected, including:

• All Work (all belonging tabs, cards, and modals)
• My Work (all belonging tabs, cards, and modals)

Information about the selected mode is stored in local storage. Therefore, transitioning to another part of the portal that remains in the light mode will not change the settings, and the Agent panel will maintain the selected mode when you return to it.

Furthermore, it is important to note that a refresh or daily login will not alter the mode you have configured. It will remain as the one you have selected until you change it either by clicking the moon icon mentioned earlier or until you delete the stored cookies, which will reset the mode back to the light one.

To switch back to light mode, click the moon icon again in the upper right corner.

All Work

All Work is a platform designed for supervisors and agents to list and group conversations based on specific criteria. The Infobip platform offers predefined views and allows users to create their custom views.

The All Work panel encompasses conversations and queues, including those assigned to others. Conversations are grouped into views defined by filters, and these views can be private or global.

• Predefined views contain views that are industry standards and which help users to better navigate between conversations.

  • Global predefined views:
    • Unassigned - All open conversations without the assignee
    • All - All open conversations regardless of the queue
    • All Chatbots - All conversations currently handled by bots
    • My Conversations - All open conversations assigned to the user regardless of the queue
    • Internal - Consists of internal conversations
    • History - Consists of all closed conversations regardless of the queue
    • Callback - Consists of the required callbacks

• Custom views allow users to create filters and cover some specific cases that they often filter and these views can be:

  • Private - Each user can create views for themselves. These help individual users to organize conversations and be more productive and are visible only to the creator.
  • Global - A set of views available to all users. Supervisors can create these views for all agents to use which will help them manage conversations more efficiently.

When you click on a specific queue/view, a list of all conversations within that queue/view will appear. Usually, the oldest conversations are displayed first, and the correct default sorting is indicated by pending time.

Agents can open a conversation by clicking on it or assign it to themselves by selecting the conversation(s) and clicking the Assign To Me button.

Click on the table header to sort by customer, priority, requested, or pending. By default, all conversations are sorted based on the pending column in descending order to alert to the longest waiting times from the customer end.

Sorting and filtering

You can do the sorting by many of the custom-added columns by clicking on the header indicated by the arrows. The most common sorting is done by customer, priority, status, or pending. By default, all conversations are sorted based on the pending column in descending order to alert you of the longest waiting times from the customer's end. Additionally, more advanced filtering options are available in All Work under Filters:

• Predefined attributes:
  • Channel - Type of conversation channel
  • Queue - Queue to which the conversation is assigned
  • Callback type - Automated/Manual
  • Callback status - Active/In queue/No reply/Done
  • Callback pending since - Duration for which a callback is awaiting resolution
  • Origin - Inbound or outbound conversation
  • Priority - Priority of the conversation
  • Status - Status of the conversation, which cannot be combined with the Closed and other statuses. Users can choose Open, Waiting, or Solved (which can be combined) or Closed (not possible to combine with other statuses)
  • Pending agent reply - The duration for which the customer has been waiting for a reply from an agent
  • Handling time - A time range from below 5 minutes to more than 5 days
  • Agent - Specific agent to whom the conversation is assigned
  • Tags - One or many tags assigned to the conversation; when multiple tags are selected, users can also choose the operator that can be ALL (meaning AND between tags) but can also be ANY (meaning OR between tags)
  • Sentiment - Three available options representing the sentiment of the conversation: positive, negative, or neutral
• SLA:
  • Assigned SLA policy - Identifies all conversations with an assigned SLA policy
  • SLA breached by - Time-based filter that provides a list of conversations that have already breached the chosen timeframe
  • SLA breaching in - Time-based filter that provides a list of conversations that are close to breaching in the chosen timeframe
  • SLA severity
• Conversations forms and form fields:
  • Conversation form - Filters conversations based on the assigned Conversation form
  • Form field - Filters conversations based on specific form attribute values that are configured
• Date:
  • Conversation starting date - Time range when the conversation has been started by an agent or the end customer
  • Conversation closing date - Time range when the conversation has been closed
  • Callback creating date - Date range when the callback has been created, only available as a filter in the predefined Callbacks filter
  • Last updated date - Date range when the last conversation update (message from the agent, call, and callback) occurred

Closed conversations filtering and querying

In All Work, closed and non-closed conversations are placed separately in dedicated views, which means that these conversations cannot be filtered together. 

Whenever a conversation is closed, it is placed in the History view, but you can create exclusive custom views (private and global) for closed conversations only.

The private and global custom views support either the selection of closed or non-closed status in the filter. Selecting one will automatically disable the other.

It is recommended to enter the conversation start date to get better results when filtering conversations.

Service-level agreement

If the supervisor has successfully set up at least one SLA policy, this will be displayed in the All Work panel as a new column so agents can see the SLA for every conversation, where applicable.

This column offers the following information:

• SLA time closest to achieving the breach
• Or SLA time which has the largest breached time (if both currently counted SLA timers have already been breached)

Agents can also use the filtering options and check the conversations regarding SLA only:

• Assigned SLA policy identifies all conversations with an assigned SLA policy
• SLA breached by is a time-based filter that provides the list of conversations that have already breached the chosen timeframe
• SLA breaching in is a time-based filter that provides the list of conversations that are close to breaching in the chosen timeframe

Custom views creation 

To create a new view, click the + icon at the top (Create new view). The creation of custom views (custom global or private) consists of two configuration parts:

General settings

In the General settings part, you can define the following:

• Name of the view (free text input - mandatory)
• Description
• Share view with:
  • Everyone (available for all agents)
  • Only me (private view only for myself)
  • Specific queue (considered as a global view from the perspective of the 12-view limit - generally gives users the ability to create this type of view to limit access to certain queues, where all existing queues in the account are available; with this, you can create specific views available only for a certain group of people in the organization, and these views will be visible only for users assigned to specific queues configured within each view)

• Available filters:
  • Predefined attributes
  • SLA
  • Conversations forms and form fields
  • Date

Filtering based on form fields and values

You can filter items based on multiple form attribute values in parallel. You can define a list of form field values, and the logic will always be applied with the "AND" condition, so the results criteria should match all requested values.

A specific condition is when the value of the form field is applied as "does not contain" or "is not." In that case, the result will include conversations with different values for that form field and conversations with that form field not filled.

Filtering based on tags attribute values

If you want to filter items based on Tags, two options are available (if you choose more than one tag from the list):

• "is any" (where the applied logic is OR, default)
• "is all" (where the applied logic is AND)

Setup customization

The View setup provides a full customization of columns visible in All Work. For every custom view (global or private), you can set a list of columns visible for that view.

By default, when creating a new view, the system automatically proposes specific columns. You have the flexibility to add or remove columns as per your requirements:

• Topic (default)
• Customer (default)
• Agent (default)
• Queue
• Priority (default)
• Sentiment (if enabled on account)
• Started (default)
• Closed
• Pending
• Status (shows the conversation status (Open, Waiting, and Solved))
• SLA (shows the most critical SLA timer (closest to breach or worst breach))
• Short ID
• Last Updated (date and time referring to the last message)
• Severity (refers to SLA severity applied to the conversation)
• Callback started
• Callback pending
• Form fields values (dispositions)

You can preview the new table during the design of the view content by clicking the Table Preview button.

The display of columns is completely customizable. You can choose custom columns and manage the order of the columns. The minimum number of columns in the new view is 2, and the maximum number is 12.

You can select the default preview ordered by Ascending or Descending.

As part of the view customization, you can set:

• Grouping of values in columns based on multiple variables: Customer, Priority, Sentiment, Status, Severity, and Form fields (dispositions without date and time-based form fields).
• The entire grouping setup and ordering is optional for custom views; by default, the system takes the Pending field to order the data.

Views management

The Views management is available for the Conversations Manager role with the possibility to manage and maintain global/private views. Access to the Views management is restricted to managers only. Agents cannot manage their private views from this page as their capability is limited to creating new private views and editing them.

Views management provides users with the ability to search for specific views, create new views, or manage existing views. Users can create up to 100 global views per account where only the custom ones are taken into account. The system will render a maximum of 12 custom shared views (displayed in the All Work side panel per user) depending on the configuration.

Managers can access Views management through the All Work panel by selecting the All Views button. Supervisors and agents have the capability to edit their views by utilizing the three-dot menu and selecting the Edit option, or by clicking the Edit button located at the top right corner within each view.

You have the option to search for specific views using a particular keyword, which will be reflected in the View name column.

Then, you can display the views in two ways:

1. List mode: Lists all existing views ordered based on the last update, from the newest to the oldest. Three tabs are available:
   1. All - Global and private views
   2. Global - Visible to everyone and specific queues
   3. Private - Private views that belong to the manager only
2. Shared mode: Listing all the existing views grouped first based on visibility:
   1. Shared with everyone
   2. Shared with specific queues

Filters are also available to effectively sort views based on whether they are enabled or disabled.

Queues

Below Views, in the Queues section, you can find specific queues. Queues consist of any queue defined by the supervisor combined with the default queue. The Default queue consists of all open conversations that did not land in any user-defined queue. Each agent can see only those queues they are assigned to as a resource while supervisors have access to all queues.

To learn more about queues, refer to the Queues and Routing article under the Supervisor guide page.

Bulk actions

Users often need a way to modify several conversations at once (e.g., an agent is on sick leave so all their tasks should be shared among the team).

The following bulk actions are available in the All Work panel:

• Assign/reassign list
  • The Reassign button appears after the conversation(s) are selected and clicking it enables the selection of agents to whom the conversation can be reassigned
  • The assignment logic follows the regular assignment rules (e.g., a conversation cannot be assigned to an agent who is not part of the current conversation queue)
• Change queue
  • Click the action to display a searchable list of available queues.
• Change status
  • Change the status by clicking on the 3-dot icon to select the action.

• Change priority
  • Navigate to the 3-dot icon to select the action and change the priority.
• Download conversation transcripts
  • Check the section below and find out how to download conversation transcripts

Download conversation transcripts

Download all selected conversations (up to 100) and create a .zip file storing them in selected file format (.txt or .xlsx).

To perform any of these actions, either check the upper left check box which selects all the conversations on the list, or select the checkbox next to a specific conversation. Once you choose the conversation transcript(s) that you want to download, click the three dots menu → Download conversation transcripts option.

Persistence in All Work

The persistence in switching between the All Work and My Work tabs is particularly important when agents manually select their work and do not want to lose track of where they picked a conversation from.

With tab switching, you can access the last state of the page you visited, and with the back button, you can access multiple saved states of the pages. The system remembers the page, scroll position, filters applied, etc.

Persistence is on two levels:

1. Persistence when switching between All Work and My Work tabs - When you select a conversation from All Work and click to open it, the conversation is expanded under the My Work tab. When you return to the All Work tab, you are directed to the view, filters, and scroll position you started with. The nature of persistence in the tab switching enables you to access the last saved state of the page.

      2. Persistence when clicking the back button in the browser - When you select and open a conversation from All Work, the conversation is expanded. When the back button is clicked, you are taken to the last page and its saved state.

Upon returning to the All Work page, the opened conversation is highlighted, and if it happens to be located lower on the page, the system automatically scrolls to ensure the conversation is visible.

CDP Data

Digital Channels

The CDP data in Digital channels (WhatsApp, Viber, SMS, MMS, Voice, Video, Live Chat, In-app Messaging, Google Business Messaging, Messenger, Instagram, Telegram, KakaoTalk, LINE, and Apple Business Messages) reflects differently on the Topic in All Work and My Work based on the following:

• Conversation is created (and if the customer does not exist in CDP) - For each digital channel, a different ID (customer number as fetched by the gateway) is used as a default if the first name is not present (Talking with ).
• Customer exists in CDP (and is linked to the conversation) the topic is presented as Talking with.
• Customer info is updated/linked to a different profile.
• CDP profile is updated while the Conversation is closed; in the three cases above, the display name from CDP is updated only when the Customer Context Card is expanded (Talking with ).

The Customer Context Card in My Work is also impacted differently considering the following events:

• Conversation is created (and if the customer does not exist in CDP) - Customer name (name or ID as fetched by the Gateway) is displayed and other selected attributes on the Customer Context Card are displayed with NULL values.
• Customer exists in CDP (and is linked to the conversation) - Customer name and other selected attributes on the Customer Context Card are displayed and updated on the expansion.
• Customer info is updated/linked to a different profile - The Customer Context Card is expanded to unlink or link to a new profile.
• CDP profile is updated while the Conversation is closed - Customer name and other selected attributes on the Customer Context Card are displayed and updated on the expansion.

My Work panel

My Work is the main agent dashboard where agents can:

• Check conversations assigned to them
• Check details about each conversation
• Manage conversations and conversation details
• Create new conversations

On the left side, agents can see the list of conversations assigned to them. The Assigned conversations list contains conversations with the following status:

• Open
• Solved
• Pending

They are listed by date of the last customer message received (last received is always on top of the list). 

For each conversation, in the right-side panel, agents can check the following:

• Timestamp of the last received message
• Customer name
• Preview of the last received message

Also, conversations containing unread message(s) will be marked as bold and the counter with the number of unread messages will appear next to it. Conversations marked as Closed are not shown on the list.

When a conversation contains unread messages, the notification indicator appears until the conversation is opened. Click + to start a new conversation. Each conversation is opened and managed in My Work.

Within the selected conversation, the agent can do the following:

• Type, send, and receive messages
• Change conversation priority, topic, and status
• Type public notes
• Reassign conversation - the Agent can take unassigned conversations or move their conversations to other agents. The agent cannot take over conversations assigned to other agents. However, supervisors can change the assignee without limitations
• Change queue
• Type summary
• Manage tags
• Manage customer profile

The main part of the conversation is the interaction between agents and customers where agents can see the conversation history. Conversations is a true omnichannel platform. For example, if the customer uses messages to establish their brand on one channel and then later on another channel, messages can be part of one continuous conversation.

When a customer message is received for the first time, a conversation is created with the following attributes:

• Conversation name
• Conversation ID
• Participants (customer/agent(s)/bot)
• Date of creation
• Message status (default one is Open)
• Message text
• Message channel indicator
• Customer info (if customer recognized)

Mark message as unread

Sometimes agents will see customers’ messages but cannot handle them right away, and these messages are automatically marked as read. You have the option to mark messages as unread so that they do not end up unnoticed, meaning that you can get back to them as soon as possible.

Message bubbles

To improve visibility for agents inside the conversations window, customer messages are aligned to the left side while keeping the agent messages aligned to the right.

Message status

Different message statuses can occur:

• Single grey tick ✓- The message is in the sending process or if a channel does not support message delivery status, and the message has been sent out from Infobip, but it is unknown if the provider has received it or not, means that the message is in the sent process.
• Double grey tick ✓✓ - The message has been delivered to the user.
• Double green tick ✓✓- The message was seen by the user.
• Red triangle ▲- A delivery error occurred or the processing failed.

Message preview

The Message preview feature allows agents to quickly preview the conversation details without opening the specific conversation. With this, they can easily review the message content, understand the urgency of the matter, and prioritize the conversation among all the others, resulting in faster resolutions for customer issues.

Message errors

In instances where a message fails to be delivered, you will be provided with detailed insights including the error code name and ID.

With this information, you can pinpoint the underlying reasons behind message failures, enabling a more focused and efficient approach to tackle any potential issues.

Refer to the following page which contains a comprehensive list of all codes and actionable steps necessary for resolving any encountered issues: Response status and error codes.

My work limit

The number of conversations visible to the agent on My Work is limited to 50. If an agent has more than 50 assigned conversations at any moment, they can access all their conversations by clicking View All which will open the All Work panel with this predefined filter.

Conversation transcript

Contact center managers will often need to download a conversation transcript to examine them for quality assurance and reporting purposes. Other times you will need to send the chat transcript to your end users.

This feature allows supervisors to download all messages that have been exchanged between an agent and customer - and now each conversation can be downloaded from the Conversations interface.

You can download the conversation transcript in .txt or .xlsx format. Both formats include information about the conversation channel, priority, queue and date of creation. Additionally, the supervisor can decide whether they want to include internal messages (notes) or only messages that were exchanged with the customer.

The download conversation transcript functionality is available under Reports → Conversation Transcript. Supervisors can use it to download transcripts of all conversations that were handled by a particular agent during a defined period.

Events

Any changes you have made to conversations are tracked and displayed within the conversation body (and within the Events tab). With new audit logs, you now have trackable insight into changes on My Work's conversation level covering the most important information. It will tell if and which changes were made by the agent, supervisor, or automation and ensure better visibility and transparency for supervisors about each conversation and agent.

On the Logs page, you can see that all events from all conversations are consolidated.

Currently, the following changes are shown for conversation properties:

1. Conversation Status changed
2. Conversation Assignment changed
3. Conversation Queue changed
4. Conversation Priority changed
5. Conversation Tag added
6. Conversation Tag removed
7. Customer linked 
8. Customer unlinked
9. Title changed 
10. Conversation merged 

Short ID

Short Conversation IDs are concise and easy-to-use identifiers that streamline the process of referencing and organizing conversations. They enable both customers and agents to quickly refer back to specific conversations and issues.

In My Work, the Short ID appears at the top of the conversation, where you can copy it by clicking the respective button. In case you need the longer Conversation ID, it can be found within the Conversation Context Card. 

Internal conversations

Internal conversations enable agents to communicate with other agents (sort of behind the scenes). Every agent can create a new conversation and assign it to a specific queue. Agents who are part of that queue can be assigned to the conversation.

The recommendation is to enable Email as an internal communication channel within Conversations enables message exchange among registered email addresses, promoting efficient and organized communication. This functionality ensures conversations are streamlined, easily accessible, searchable, and organized.

Using email communication within Conversations offers numerous advantages, including:

• Rich text formatting - Unlike traditional internal conversations, email communication supports rich text formatting. Users can emphasize key points, use bullet points, and format text to enhance clarity and expressiveness.
• Templates - Create standardized templates for common responses, ensuring consistency and saving time.
• Macros - Implement macros to automate repetitive tasks, streamlining communication workflows.
• Automations - Leverage automation to handle routine processes, reducing manual intervention.
• Routing - Efficiently direct messages to the right teams or individuals, ensuring timely responses.
• Auto-Assignment - Automatically assign tasks or messages to designated individuals based on predefined rules, optimizing workload distribution.
• Integration - The email communication feature seamlessly integrates with existing functionalities, providing a cohesive and comprehensive solution for internal communication needs.

To create an internal conversation, click on the + sign and then Start Internal Conversation. After entering the necessary details and composing your message, click on the Start Internal Conversation button located in the bottom right corner.

Another option is to create it from the context card. You need to enter the queue and the subject and body of the internal conversation on that screen.

Conversation ID is the only optional parameter that you can use to link the internal conversation with an existing one. However, if an internal conversation is created from another conversation, the Conversation ID will be prepopulated. 

When you create an internal conversation, the flow is more or less the same as with any other conversation, albeit with minor exceptions. Besides the agent who created the conversation and the agent assigned to actually handle the conversation, other users can also write messages.

Messages from the agent who's working on the conversation are displayed on the agent panel's right side. Messages from any other user working on this conversation are shown on the left side.

Related conversations

You can merge several different conversations into one. This is usually the case when more conversations cover the same topic.

The Related Conversations card consists of:

• Main conversation
  • You can link conversations here but only if the current conversation is a follow-up from a previous one
  • For now, this option is used for Facebook Posts only (to route private messages to Messenger)
• Follow-up conversations
  • You can create follow-up conversations from closed conversations only
• Linked conversations
  • To link a conversation, you will need the conversation ID which you can get from the URL. Then copy-paste that ID into the Related Conversations card in the agent panel.

If you are linking multiple conversations, the one that you are linking to is the main conversation. Think of all others that you are linking as followers. Additionally, if for some reason you need to unlink any of the conversations you have added, simply click the Unlink button next to each conversation.

Follow-up conversations

You can create follow-up conversations from closed conversations only.

By creating follow-up conversations, agents can easily track and resolve customer issues which leads to a higher level of customer satisfaction and retention. Generating follow-up tickets enables agents to document customer issues and monitor their progress, as well as communicate more efficiently with the customers.

A follow-up conversation is available through the following:

• If a customer replies to an email communication where the previous conversation is already closed, a follow-up conversation will be created automatically and linked to the previous one.
• If a user utilized the option to reply via private direct message in Facebook Posts, the system automatically creates a new Messenger conversation as a follow-up.
• Agent can create a follow-up for any closed conversation through the Related Conversations context card.

When the follow-up button is clicked, a modal for starting a new conversation is presented to the user with a predefined sender From and To (without the option to change it).

The system will automatically copy the value of the form attributes, along with the form linked to the conversation. This will be shown on the new conversation screen, providing the choice to discard it.

Additionally, if you apply a macro to populate at least one attribute as in the previous conversation, the following scenarios are possible during the creation of a new conversation:

1. If a macro with a form is applied when creating a follow-up conversation, all macro values (form and fields) are used.
2. If a macro has no set form, and no filled form fields, then the follow-up form and fields are applied.
3. When a macro is applied with an assigned form where the form fields are not filled out, the macro form is selected and the form fields from the follow-up are used.
4. If the form in the follow-up conversation is changed manually, the field values from the follow-up are used.

If the follow-up conversation is an Email, it will have a predefined Subject and all needed technical information to appear in the same thread on the end customer side.

Once you create a follow-up conversation, you will see a note indicating this info with a clickable link for the previous conversation.

Conversation status indicators

The color of the bubbles in linked and follow-up conversations are indicating the status of the conversation:

• White - In progress
• Yellow - Waiting
• Green - Solved
• Grey - Closed

Knowledge Base

Agents can use the Infobip Knowledge Base, which is a shared component, to share knowledge either within their organization or when talking to customers.

It allows them to access any manuals or important pieces of content that the supervisors/managers have created and shared across the organization and thus help out customers with any frequently asked questions.

While in a conversation with a customer, the agents can access the Knowledge Base articles by searching for a particular piece in the customer context card. To search for an article, simply start typing and it will appear in the results list.

Also, agents will see suggested knowledge base articles. These will appear in the context card based on five previous active conversations between the agent and the end user. 

If the agent manually searches for something in the knowledge base, these automatic suggestions will disappear for a moment.

Service-level agreement

SLA in My Work offers a broader and intuitive view of policies applicable to each conversation:

• Counter time for valid SLA that always represents two-time counters:
  • First response time and Total resolution time
  • Or Next reply time and Total resolution time
• Red color indicates that the breach has already happened
• Green color indicates that the breach has not happened yet

Severity

• This drop-down consists of all severities the supervisor has set in SLA policies, which can be changed to different severity per agent
• If the severity has changed, all currently counted times will be updated to follow the SLA policy configuration

The list of conversations assigned to an agent in My Work is ordered based on the highest valid breach from the ones with no breach yet to the ones with the longest time to achieve the breach of SLA. In case a conversation has already been breached and the breach is still valid and growing, this information will also be displayed in My Work.

In case any time counter has been paused due to the change of the status (e.g., Solved, Closed), this will be displayed instead of the On Hold status in the top right corner of the agent panel.

Templates and tags

Removing repetitive tasks and increasing agent productivity by minimizing their effort in resolving tedious and low-value tasks can be achieved through the use of predefined templates. 

Every support agent knows that even the most extensive knowledge base cannot stop some common questions from popping up more than once. Such questions can force agents to keep repeating themselves while more serious queries pile up.

With Templates, agents can use a predefined set of replies that they can send out with a single click and focus on more valuable and complex inquiries.

Only Supervisors can manage/create templates. Agents can only use templates available within the agent panel.

For easier search and categorization, supervisors can add tags to templates.

There are two types of templates:

1. User-defined
2. WhatsApp pre-registered templates that go through the approval process. More information on WhatsApp pre-registered templates below.

WhatsApp pre-registered templates

WhatsApp templates are mandatory if you need to send either a first message to a customer or in case more than 24 hours elapsed since the last message was received from the customer. The WhatsApp Message Templates Guidelines has all the information you need to set up a template. 

There are two instances where you can use a WhatsApp template: 

1. Within ongoing conversations 
2. When starting a new conversation 

Starting a new conversation is described in detail here, but you can follow the same principle for WhatsApp template selection as described below. 
When selecting WhatsApp as a channel, the system automatically detects if this is the first contact or if more than 24 hours have elapsed from the last customer interaction. 

This is shown as an alert within the message reply box:

When you click the templates icon, a pop-up opens where the user can select a template from already registered and approved WhatsApp templates. A template can also contain placeholders (variables) for personalization purposes. In this case, the user will need to map all placeholders by entering a value for each.

The experience is same the as for user-defined templates but agents cannot edit the content other than the variables part.

Email templates

Create Email templates so your agents can use them to quickly compose a message and send it to end users. 

In the Conversations section, navigate to the Agent panel and click on Templates → Create Template.

On the page, select the Email channel, and give a name to your email template (lower left corner). Choose your language, and add/create tags if you want to (this is optional). 

Enter your message content. In this message box, you can use different styling options to tidy up the final product and how you want your email to be presented to your end users. If necessary, add attachments as well.

Once ready, click Save in the lower right corner. Afterward, agents can look for and use this template when starting a new conversation with the end user.

Agent panel

Agents can select a template with quick action in the message content box by typing “/” which results in a pop-up opening to select a template:

Another way to access templates is by selecting the Templates icon at the bottom of the messages content box:

The template pop-up opens and you can search for a specific template.

After you have selected the template, you can change the whole text for user-defined templates or map variables only for WhatsApp pre-registered templates.

You can map variables by selecting the highlighted area of the text, and entering a value:

And the very last - you just need to click the Send message button to reach out to the customer.

Check the Supported attachments and templates table to learn what templates and attachments are supported in the Email channel.

Tags

Tags can be assigned to conversations to better categorize conversation topics or customer intent. Tags are connected to the dashboard where Supervisors can analyze the number of conversations per specific tag, and they can be used within journey automation so each conversation transferred from Flow to Conversations can have a specific tag automatically assigned.

You would be able to create tags for Conversations and Templates by navigating to Conversations Settings → Tags.

Once the page opens, you can see two modals:

• Conversations
• Templates

Depending on which tag you want to create, navigate to the wanted modal and click the Create New button, enter the tag name, and click the check mark.

Tags can be used within journey automation so each conversation transferred from Flow to Conversations can have a specific tag automatically assigned. The Tag management section allows Supervisors to manage both conversations and template tags. This way supervisors can predefine and categorize tags used by agents so they can have categories for conversations ready for use or they can easily search through templates by a specific topic.

Messenger tags

Messenger by Facebook has introduced message tags that are used in MT (mobile-terminated) initiated scenarios. This means that it is possible to send a message to a customer even 24 hours after the customer’s last message was received.

To be able to send the message you need to select one of the three message tags predefined by Facebook. The message content is free-form, meaning it is not predefined by any template.

Once a message has been sent, the tag that was used will be visible under the actual message inside the agent's desktop window.

Logs

Conversations Logs is a page where you can see that all events mentioned in Conversation Events are consolidated. The events are ordered chronologically and provide detailed information about who made any changes to a certain conversation.

Also, there are values being displayed before and after a change has been done, as well as a link to the conversation. 

You can filter these logs by the event type, the actor, or the date period when an event occurred. 

Manage conversations

Topic

Each conversation gets a default name that can be changed anytime - Talking with ‘Name of the customer’ and a unique conversation ID.

Priority

Conversation priority is visible in the header and is assigned according to the routing rules. Priority can be changed manually at any time.

Status

There are four possible conversation statuses:

• Open
• Waiting
• Solved
• Closed

The default status when the conversation is created is Open and the agent can change their status manually while interacting with the customer.

Statuses can be used to move from an omnichannel continuous conversation to a ticket-based system as follows:

Waiting indicator

• Agent responds to a customer with a question and changes the status from ‘Open’ to ‘Waiting’.
• The conversation is still assigned to the agent and it is still visible in the list of assigned conversations. However, it is marked orange as the agent still expects the customer to respond and then eventually close the issue.

Solved indicator

• Customer and agent are exchanging messages and when the agent thinks that the customer's problem is resolved, the agent can change the status to ‘Solved’.
• The ‘Solved’ status is marked green and indicates that the agent does not expect further interaction from the end customer. In case the customer sends another question, new conversation is not created.

Closed indicator

When the Agent is sure that the issue is solved, the conversation can be marked as Closed and will no longer appear on the agent’s to-do list.

Conversation status impacts the following:

• Color change in the list of conversations (My Work, Recently viewed, and Conversation history list panels)
• Analytics section where you can check conversations distributed by status

Assignee

Conversation can have two assignee statuses, Assigned (containing information to whom it is assigned) and Unassigned. You can check and change the status in the upper right corner.

Click the drop-down icon to see a list of all agents. The user can then assign or unassign a conversation to any agent. Use the Search agents option if the agent list is too long for scrolling.

If a conversation is closed, you cannot change the assignee.

Queue

On the right-side panel of Conversations details, check to which queue the selected conversation is assigned to. Only the user who is at the same time also the assignee can change the conversation queue by clicking on the drop-down list and checking the new destination queue.

Summary

Summary is a short text input used to write a quick summary about the conversation.

Tags

Tags can be assigned to conversations to better categorize a conversation topics or customer intent. Tags are connected to the dashboard where supervisors can analyze the number of conversations per specific tag. Tags can be used within journey automation so each conversation transferred from Flow to Conversations can have a specific tag automatically assigned.

Customer details

Conversation is built on a combination of participants (customer and agents) and messages exchanged between participants. A customer participating in a conversation can be known or unknown. Customer is known if their contact number is connected to the People profile. In case of a known customer, the agent can see on the right-side panel default customer attributes:

• Customer name – Associated with that destination number/ID in the People module.
• Gender – If associated with person in the People module.
• City – If associated with person in the People module.
• Country – If associated with person in the People module.

More customer details can be found using the View and Edit link in People. Agent can update customer attributes in the People module (e.g., change name, add destination, add tags, and more).

Additionally, a Supervisor can configure customer attributes in the agent panel through Conversations module → Settings (far left) → Customer Context Card.

Customer details can be configured in a way that any attribute available through the People module can be added to Customer details context card. Beside adding attribute, supervisor can choose if agent will be able to view or edit attribute directly through context card. 

When configuring attributes, supervisor can choose maximum of 5 attributes to be shown in customer details immediately (those are Basic attributes) and unlimited number of Additional attributes that will be hidden behind See more in customer details. 

Attributes in the customer details card will be listed based on how the supervisor has set these up in the Conversations configuration. The configuration can be changed at any time.

Regardless of the customer details configuration, the agent can update customer attributes in People (e.g., change name, add destination, add tags).

Within customer details, the entire conversation history is listed as well. Conversation history shows all open and closed conversations that were associated with a unique customer. It can happen that a wrong conversation is linked with a customer so there is the Unlink option that enables agents to fix this.

A vice-versa situation is possible as well. For example, a conversation is by default linked with an unknown customer by mistake but then the agent realizes that there is an ongoing conversation with a known customer who already exists within People. In that case, the agent can link the conversation with the existing customer and customer details will appear.

Channels

Conversations are either established over one channel where the channel icon represents a single channel in use or consists of multiple channels within a single conversation.

Omnichannel conversations have a special icon and they can be created in the following cases:

• The customer sends messages over two or more communication channels regarding the same topic and the agent merges the conversations. 
• Agents initiate a conversation over a new communication channel within one conversation. Learn how to change channels.

Conversations mobile app

Conversations is mobile! This means that you can use Conversations in your contact center on your smartphone and help customers resolve their issues even quicker and on the go.

Features

• Real-time multi-channel messaging in a native smartphone environment
• My Work overview with quick access to agent conversation lists
• Search functionality in conversations and messages across All Work
• Chat-like user experience for messaging with end users
• WhatsApp templates as easy conversation starters
• Ability to display and send all multimedia types
• Record and send Voice messages
• Receive or initiate phone calls
• Send a call link in chat to start a video call
• Ability to change conversation status and agent availability
• Push notifications for incoming messages
• Location sharing

Get started

What you need to get started with the Conversations mobile app:

1. License or access to Conversations.
2. Download the Android app from the Google Play Store, or the iOS app from the App Store.
3. Log in to the app with your Infobip username and password.

Learn how to use the Conversations mobile app.

Mobile authentication

Two-factor authentication (2FA) is a security process that requires users to provide two different authentication factors before accessing their account. The Conversations mobile app authentication is based on a Time-based one-time password (TOTP) method that sends a one-time PIN (Personal Identification Number) code generated for a specific instance, typically sent to a user's mobile device or email. This additional layer of security helps ensure that only the intended user can complete the login, enhancing account safety and reducing the risk of unauthorized access.

Complete the following steps to verify your device:

1. Open the Conversations mobile app and have the web interface open at the same time.
2. Enter your username and password both in the mobile app and on the web page.
3. The Verify device pop-up will appear on your mobile phone offering two options: Cancel and Scan QR. To verify your device by scanning the provided QR code, click Scan QR. Camera permission needs to be granted for scanning the QR code.

4. Log in to your web account, and navigate to the User profile → Access controls → Mobile authentication → Register New Device.

5. Here, you will be prompted to name your device. Choose a descriptive name that will help you identify it easily later on. Click Next.

6. When the QR code appears, use your mobile phone to scan it by positioning the QR code within the brackets for scanning. If your device does not have a camera, click the Not able to scan the QR code? link and enter the values manually (keep in mind that the device name you previously entered is case-sensitive).

7. After scanning the QR code, enter the one-time code displayed in your Conversations mobile app into the designated location on the web.

8. Click the Submit button on the web to finish the setup. Next, tap on Continue in the mobile app. This action will prompt a Device registered pop-up confirming the successful completion of device registration.

Available channels

You can use the following channels in the mobile app:

• WhatsApp
• Viber
• Messenger
• Instagram
• Google's Business Messages
• Apple Messages for Business
• Live Chat
• Email
• KakaoTalk
• Calls (Voice and Video)
• SMS
• RCS
• LINE
• Telegram
• Social Media (Facebook Posts, Instagram Posts, Instagram Messaging, and Google Play Store Reviews)