Explore the Automation Tab
Understand different elements in the Automation tab to get started with chatbots. From the left panel, go to the Automation tab. This is what an empty tab looks like. On the left top, you can switch between your channels. For now, let’s stick with Messenger to understand what’s going on. Rules You will see this…
Manage Tickets
Learn how to assign, resolve, or tag tickets for efficient ticket management. Assign a Ticket Learn how to assign a ticket by default or manually, and reassign a ticket. Ticket Assignment Rules Any agent in the team can reply to an unassigned ticket. No other agent or chatbot can respond to a ticket while the…
Understand Chat Features
Learn about different chat features to respond to your customers in a more friendly way. This is what the chat field looks like in your inbox. Common Chat Elements 📄 Notes 😄 Emojis 📸 Image 📄 Notes Use Note as a self-reminder while having conversations with a customer. The customer won’t be able to view…
Manage Inbox Notifications
Customize your notification settings for a better user experience. Depending on your role in the team, you can enable notifications for — Incoming Tickets Incoming Messages Browser Alerts Go to Settings > Notification Settings to create your custom notification settings. Message Ticket Message A Message is a customer query coming from every channel. Ticket A…
Navigate the Inbox
Find out about the tiniest features of Inbox and how to use them. Empty Inbox This is what an empty inbox looks like. There are several reasons you might have an empty inbox. You don’t have many visitors. Your bots are doing a great job in resolving every query. You forgot to add a Ticket…
Connect Your Email
Setup a email support channel on popChat Please note that email as a support channel will go live by the end of Q2 2022. You can connect your GSuite and SMTP email as support channels. Doing so would allow you to: Unite your customer support in one place, including email, social and web support. Manage…
Connect Your Web chat
Learn how to add a website chat plugin to increase your conversion rate. You need to — An Admin on popChat. Have a fully functioning website. Use Cases of Webchat Plugin Adding the popChat webchat plugin on your website will allow you to: Add a live chat widget on your website. Create a prompt/welcome message…
Connect Multiple Teams
Connect multiple teams linked to multiple email addresses. You can create multiple teams from your dashboard and toggle between teams. However, if you have two accounts linked to two emails, you can use this method to connect the two teams and toggle between them without logging out every time. This method is also applicable for…
Create Multiple Teams
Create multiple teams under one account directly from your dashboard. Click on the top-left icon on your dashboard. Click on Create New Team. You will find a prompt to create your new team. Add your team name, country, time zone, currency and business type. Click Next. You will be asked to select the channels you’d…
Create Groups in your Team
Learn how to create groups within your team. What is a Group? A group is a small team within your team, usually comprised of the same functional role. You can assign tickets to an entire group. For instance, you can configure your settings to ensure that all the sales-related tickets are assigned to the sales…
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