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Create a List of Chats for each Responsible Manager

Creating a Dedicated List of Chats

In TimelinesAI you are able to create dedicated lists of chats for each of the team members and ensure that they know their scope of work.

This way, the responsible teammates who are managing particular chats, will have separate tabs in the Chats List views and it will make their work more organized and efficient.

Assigning a Chat to a Responsible Manager

To make sure that a responsible manager will take care of a particular chat, please use the Assign feature.

Assigning a Responsible Teammate

If a teammate was assigned to a chat, they will receive an email and in-app notification that they have a newly assigned chat.

The feature may be useful to set tasks to manage specific chats.

To create a dedicated list of chats you need to have some chats assigned to your teammates and use Filters.

Creating a List of Chats using Filters

To create a dedicated list of chats:

Click on New Filter button at the top panel of your Chats list

Name a Filter (for instance by the responsible manager's name)
In the Filter settings, click on the input field Responsible and select a relevant teammate

Click on Apply, and the list of chats assigned to a responsible manager is created. It will display in a separate tab, within the Chat list view.

You can customize your lists with other criteria as well.

Updated on: 22/12/2022

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