This guide provides a straightforward method for efficiently searching and filtering conversations on the SalesAI platform. Scroll through the steps below to get started:
Not a visual learner? No problem!
Here’s a straightforward, step-by-step guide in text form:
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Access Conversations:
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Navigate to SalesAi and click on Conversations in the left sidebar.
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Search for Specific Contacts:
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Use the Search Bar at the top to find specific contacts based on their name or other identifiers.
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Filter Options:
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Click the Funnel Icon for additional filtering options, including:
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Date Range: Select a custom time period for your search.
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Agent: Filter by the assigned agent.
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Sort By: Sort conversations by different criteria.
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Last Message Direction: Choose whether to filter by sent or received messages.
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Assignee: Filter by the team member assigned to the conversation.
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Refreshing Conversations:
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To refresh the conversation list, click the Refresh Icon.
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Third-Party Services Disclaimer
Customer acknowledges that SalesAi, LLC (“Company”) may rely on or integrate third-party services, software, platforms, or infrastructure (“Third-Party Services”) not owned or controlled by Company. These may be governed by separate terms and conditions between Customer and the third-party provider.
Company makes no warranties and assumes no liability regarding Third-Party Services, including their availability, reliability, security, or performance. Company does not guarantee Customer’s access to, approval for, or successful use of any Third-Party Services, even if referenced or facilitated by Company.
Customer is solely responsible for reviewing and complying with any applicable third-party terms. Company is not liable for any loss, damage, or disruption arising from the use or failure of Third-Party Services. Customer assumes all risk and acknowledges that Company’s services may be impacted by the performance or availability of such services.
All warranties, express or implied, are disclaimed to the fullest extent permitted by law.