With SmartBox Inbox, you can effortlessly search for specific guest conversations and filter conversations by Users and Conversation channels.
To find a guest conversation via the search box:
Enter the guest's name, or the guest's phone number, in the search box and search.
To filter new users, existing users, and guests whose contact information is not captured:
1) Click on the drop-down menu under Users
2) Select from the following:
- New for a user with no guest profile in Zenoti
- Existing for a user with a guest profile in Zenoti
- Unknown for an interaction where the guest didn't provide the contact information on the web
To filter conversations for SMS, Web, or Agent Handover:
1) Click on the drop-down menu under Conversations
2) Select from the following:
- SMS to view all SMS Bot conversations
- Web to view all Web Bot conversations
- Agent Handover to view all Bot conversations handed over to an agent
- All to include conversations across all channels
To view past conversations:
Simply scroll down the conversations on the left panel.