Actions for messages
Bookmarking message/s in a Chat
If there are some messages in a chat that you want to have quick access to, you may bookmark them. All bookmarked messages are visible under Bookmarked tab in the chat details page and will are marked with a yellow star. How to Bookmark message/s There are multiple ways you can bookmark a message To bookmark an individual message: Hover over the desired meFew readersFinding Attachments in a Chat
To make it easy to find an attachment among the messages in a chat, you can use a separate tab, made to collect documents, photos, videos, and similar files, all in one place. How to see Attachments within a Chat Thread To see chat attachments: Open a chat and click "Attachments" tab You will be redirected to a page, with the list of all attachments you have exchanged with in the chat In the list of attachments, you can see the attachments' Name, Size, File type,Few readersSharing WhatsApp Messages on TimelinesAI
You can share WhatsApp messages with anyone, even if they don’t have a TimelinesAI account. Sharing links are available under the "Sharing" tab in the chat details page, where you can copy or delete them. Others can access the messages as long as the link is active. Once deleted, the messages are no longer accessible. How to share multiple messages Select the mFew readers
WhatsApp Mass Messaging: Best Practices
How to reduce the risk of your WhatsApp account suspension? WhatsApp has specific policies on bulk messaging, which prohibit users from sending unsolicited messages; Sending mass messages on WhatsApp may violate anti-spam laws in certain countries. Sending mass messages on WhatsApp can quickly become spam if the messages are not relevant or useful to the recipients. This can lead to thePopularMass Messaging Campaigns
TimelinesAI allows you to create Mass Messaging campaigns, which will give you an increased reach and communicate with new and existing contacts that you want to reach on WhatsApp. Whether you want to inform all your contacts about a new product and/or service, or share updates in general, Mass Messaging will enable you to accomplish it. With Mass Messaging Campaigns, you’ll be able to: Reach large groups of contacts Create templates for your campaigns Export contacts from your CPopularSending Broadcast or Bulk Replies On WhatsApp
TimelinesAI enables your team to send Bulk Replies to your contacts on WhatsApp. It works similar to Broadcasting on WhatsApp, but provides you with a bit more of options. Users of TimelinesAI can: Send marketing messages in bulk to customers who they have interacted with. The recipients don’t have to have your number saved in their contact list. Send the bulk replies to more than 256 contacts. You can segment or filter customer chats by labels, chat types (groups or direct chats)PopularApplying Filters to the Chat Inbox
How to Create a Filter You can create a new Filter by clicking on the New filter button, that's beside the Search Bar that's on the top of the Chat Inbox. How to Create a Filtered View Step-by-Step You will be able to name the new filter. After that, you can set the criteria that you see fit, to sort your chats from WhatsApp. After you apply them, click on the "Apply" button, to save the filter:Few readersTimelinesAI Autoresponder Feature
The TimelinesAI Autoresponder simplifies your communication by sending instant automated replies to WhatsApp chats. This feature ensures prompt responses, helps manage conversations efficiently, and allows assigning chats to team members. You can also label chats for better organization and easy tracking within your TimelinesAI workspace. This guide will teach you how you can set up and configure the Autoresponder in your workspace, making your messaging process smooth and effective for your teFew readersLabeling Chats
Using Labels for your Chats Using labels is one of the most useful features in your Shared Inbox. It helps to group chats by topics, create custom lists, and filter out chats by different criteria. Labeling a Chat To label a chat from the All Chats view(chat inbox): Hover your cursor over a chat you want to label In the floating menu click on the "Labels" button: A window will disFew readersArchiving Chats
Archived Chats You can archive chats that are not in use anymore. When you archive a chat, it disappears from the general Chat List. It will also disappear from the filtered lists of chats. It can be useful in scenarios where you want to track the performance of agents handling chats, when it comes to closed cases. In this case, if a team member in responsible of a chat closes and archives it, they won't see it in the list of active chats anymore. Note: The chat will be active againFew readersTagging Specific Messages within your Chats
What are Tags? Tags allow you to organize and/or identify messages. For some chats, it might be useful to add tags to particular messages, to keep them divided by topics. It provides the possibility to easily find them in long chat threads. To add a tag to a message in a chat: Go to the desired chat and pick a message you want to tag Hover your cursor over a message and click on the "Tag"Few readersChecking your Contacts' Last Seen Status
This status informs when was the last time the that the contact saw your conversation on WhatsApp. The status is updated in real-time. This means that you don't need to refresh the page to see an update about the status. Checking the Last Seen Status Open a chat of the contact you want to check Navigate to the right panel with the Contact Information Under the contact's profile photo, you can see the last time when the contact saw your message (https://storage.crisp.chat/Few readersMarking Chats as Read or Unread
Unread Chats View Chats that were not read yet are always displayed in bold and appear at the top of the chat list, even if there are newer chats, which are read. It's especially predesigned to make sure that you will not miss out on the unread messages among the other chats, which were already opened and read. If you want to sort messages in another way please check the article Sorting the Chat List view (https://knowledge-base.crisp.help/en/article/sorting-the-chat-list-view-174uyFew readersSorting the Chat List view
In order to keep the received messages organized, you may sort the chat list by: Last messages received: The first messages displayed will be the most recently received ones/recently replied Responsible: Unassigned chats will be displayed first, followed by those assigned to your Teammates How to sort the Chat List view based by Responsible/Last Messages Received: Go the the Chat List view/inbox Navigate to the right side of the Chat List ClFew readersChecking the Delivery Status of Messages
If you need to check what's the status a message that you sent, then you may use the "Insight" feature. To Check the Delivery Status History: Go to the chat and scroll to the relevant message that you want to check Hover your cursor over a the message Click on the "Insight" button from the floating menu This will display the delivery status history of the message, as shown below:Few readersMuting or Unmuting Chats
Muting Chats If you don't want to get notifications for a specific chat, you can mute it. The chat will be muted for you until you unmute it. Keep in mind that the chat will be muted only for you. Your Teammates will have it unmuted on their side. How to Mute a Chat: Hover your cursor over the chat you want to mute In the floating menu on the right, click on the bell icon "Mute Chat" The chat will immediately be muted for you (https://storage.crisp.chat/users/helpdesFew readersHow to Find a Specific Message in a Chat
Finding a Message within a Chat If you need to find a specific message, within a chat thread, you can do it using a search bar at the top of the chat view. You can search in an individual chat and in the group chat as well. There are two options how to search in the chats: Search in all chats: Search will be performed in all chats Advanced search settings: Allows you to adjust search settings, so you can refine it to get accurate results (https://storage.crisp.chat/usFew readersAdding Attachments to the Messages
Attachments that you can Send on TimelinesAI You may send images, videos, audio files, and documents. Adding an Attachment to a Message Click on the "Attach" button that's on the right side of the text box Select a file from your computer and click on "Open" The file will be displayed below the text box (https://storage.crisp.chat/users/helpdesk/website/94268256ba492800/imagei8Few readersCheck which Messages were Shared Externally
Sharing a URL of a Specific Message TimelinesAI allows you to share messages using their assigned URL. Teammates can share this URL with other clients or externally. Access and Control of Shared Message Links In order to review which messages were shared, TimelinesAI gives an option to access the shared links statistics. You may do so by following the steps below: Open a chat and navigate to the right panel Click on "Sharing links" (https://storage.crisp.chat/users/helpFew readersHow to Close/Reopen Chats on TimelinesAI
TimelinesAI allows you to close or reopen chats, within your Shared Inbox. This is quite helpful when it comes to determining which chats have been successfully handled(resolved) by your team. Closing/Reopening Chats: Overview Whenever you access your Shared Inbox, via the "Chats" section on TimelinesAI, you'll notice the following: Both buttons will allow you to close chats. After closing a chat: 1Few readersMessage Replies, Reactions, and Rich Text Formatting for your TimelinesAI Chats
In this article, we’ll go over the steps on how you can reply and react to chat messages on TimelinesAI. We’ll also review how you can format your messages via Rich Text Syntax. Reply to Chat Messages To reply to a specific message in a chat thread on TimelinesAI: Hover your cursor over the message you want to reply to until you see a floating menu: Click on the first icon “Reply with messagFew readersWhatsApp Chats on TimelinesAI: "View Once" Messages and Disappearing Messages
WhatsApp offers users two kinds of features for messaging: View Once Messages Disappearing Messages In this article, we'll go over both features, to understand more about them and how our service works with both. 1. View Once Messages These are messages that are meant to be accessed once. The message contents are usually Videos, Images, and Voice Notes, which the sender enables when they are redacting their message. Given the nature of these messages, WhatsApp won't savFew readersChats: Manage Group Chats
Once you or your team member link WhatsApp number/s, TimelinesAI will automatically sync new WhatsApp messages to TimelinesAI Chats list as they come in. This also applies to WhatsApp Group Chats. In this article, we'll walk you through how to effectively manage your WhatsApp Groups within TimelinesAI. Let’s get started 🚀 Group Management Features in TimelinesAi Filter Group Chats – View only your group chats. Bulk Actions (1-bulk-actions-in-group-chFew readers