How to Use the Messaging Dashboard?

Explore the main sections of your messaging dashboard to manage conversations effectively. Use the Search Bar, Filter Options, Sort Options, and Start a New Conversation to connect with customers and organize your inbox.

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1. Search Bar

The search bar allows you to find specific conversations quickly by typing keywords, customer names, or message content.

2. Filter Options

Filters help you refine your conversations:

• Read Status – View all messages or filter by read and unread.

• Status – Choose to see only open conversations or include all statuses.

• Assignee – Filter conversations by a specific team member or view all assignees.

• Tags – Sort conversations by assigned tags for easier management.

• Favorites – Mark important conversations as favorites for quick access and easy tracking.

3. Sort Conversations

Organize your inbox with Sort Options:

• Sort By – Choose to sort conversations by Last Message Date or Name.

• Order – Display conversations from Newest First or Oldest First.

4. Conversation Views

Manage conversations using different views:

• My Conversations – Shows all conversations assigned to you.

• All Conversations – Displays every conversation, regardless of its assignee.

• Unassigned Conversations – Lists conversations that have not been assigned to any team member yet.

5. Start a New Conversation

Use the Start a New Conversation option to initiate chats with customers:

• Phone Number – Enter the customer’s phone number. The default country code is 966 (Saudi Arabia). Ensure you enter the full number, for example: 966 + local number.

• Message Template – Select a pre-approved message template to comply with WhatsApp’s messaging policies. A template message is required to start a conversation.

• Start Chat – Click the Start Chat button to send the template and begin the conversation.