Manage Chats: Rename, Assign, Reply
How do Chats work?
Once you connect your WhatsApp number, TimelinesAI will automatically sync new chats, messages, and replies. New chats will come on top of the list and will be marked as unread and unassigned; they will be not assigned to any of the teammates. TimelinesAI supports group chats. They work just the same as regular chats.
Note: Chats will sync only after you have established a connection between your WhatsApp and TimelinesAI. The platform will not synchronize chats that happened before the connection.
Rename a chat
If the number is saved in the Owner's contact list, then it'll be named according to the list. Otherwise, its number will become a provisional chat name.
However, you can rename the chat anytime. To do so, click on the "Edit" icon, next to the chat’s name, as shown below:
Assign a chat
By default, new chats are unassigned. To assign a chat to yourself or someone else in your team:
Hover over a chat you want to assign
Click on the "Assign" icon, in the floating menu on the right
Choose yourself or a teammate from the list
Then, click on "Assign"
To learn more about assigning chats please refer to this article: Assigning a chat to a teammate
Sorting the Chat List by a "Responsible" Teammate
In order to keep the received messages organized, there is an option to sort the chat list by "Responsible". In this case, you'll see "Unassigned" chats display first, followed by those chats assigned to your teammates.
To sort the chat list by "Responsible":
Go the All Chats tab
Navigate to the right side of the chat list and click on the Responsible column
The chat list will be displayed according to the teammate assigned to be responsible for the chat(s)
Replies by Teammates
TimelinesAI enables your team to collectively manage and reply to chats; they may be able to reply to chats on behalf of another teammate.
There is no difference for the recipient who replies to the chat, as the answers will be sent from the number you’ve connected to Timelines. However, for internal use only, the name of the teammate who replied to a chat using TimelinesAI will be displayed. This information is not visible to the recipients on WhatsApp, only the team can see it. This helps to improve accountability and provides team leads and business owners with more control of their WhatsApp accounts.
Real-time message composition notification
When another teammate is composing a message in the same chat, the app displays the corresponding message: “John is typing...”. It helps to simplify collaboration on WhatsApp.
Updated on: 27/01/2023