Managing chats as a team

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Building the team

• Roles and Permissions on TimelinesAI

  In TimelinesAI, your team members are assigned specific roles, and each role comes with its own set of permissions. This will help you to ensure that everyone has the right level of access to different features and settings. Whether you’re the Owner with full control or a Collaborator with more limited access, it’s important to know what each role can and can’t do. In this document, we’ll guide you through the different roles, what they can access, and how they affect team collaboration and woFew readers

• Invite a New Team Member to Join your Workspace

  With TimelinesAI, you can invite team members to your workspace, which allows them to collaborate on managing WhatsApp chats by viewing, replying, and organizing conversations in one place. This feature is especially useful for teams working remotely or in different locations, ensuring seamless collaboration. Once invited, team members can gain access to shared conversations, which makes it easier to coordinate responses, track customer inquiries, and improve workflow management. You can also aFew readers

• Join Workspace

  There are multiple ways to join an existing TimelinesAI workspace and collaborate with your team to manage WhatsApp efficiently. Default method: If you have the workspace login name, follow these steps to join Using HubSpot link: If you are an existing member of a HubSpot team, follow these steps How to Join Your Team Using the Workspace Login Name Ask the account ownFew readers

• For Administrators: How to Manage Join Requests

  Team members can join an existing team either through the CRM or via the registration page. For a detailed step-by-step guide on how to join an existing workspace refer to this article: How to Join an Existing Workspace. You can also share this guide with your team so they can follow the steps to join the workspace seamlessly. Workspace administrators (including the owner) have full control over theFew readers

Troubleshooting and FAQs

• Join Requests: issues and FAQs

  Your team can join your TimelinesAI workspace by sending a join request, which you can then approve or decline. The process is explained in detail in the following articles: For Team Members: How to Join Existing Workspace For Administrators: How to Manage Join Requests This article covers the most cFew readers

• Statistics Dashboard for your Team's Performance on WhatsApp

  If you want to track your team's performance, then you'll find our Statistics Dashboard quite useful. We provide you with different indicators and charts that can help you determine your team's performance while using their WhatsApp accounts on TimelinesAI. In this article, we'll go over the Statistics Dashboard and its different sections: Overall Performance Activity Analytics Performance Analytics Agent Performance Overall Performance (https://storagPopular

• TimelinesAI Teams For Your Workspace

  TimelinesAI allows you to organize your workspace members into teams to control access to WhatsApp accounts and chats. Creating a Team for Your Workspace The workspace Owner and Admins can create as many Teams as they see fit. Then, they can appoint a Team Supervisor(s) to manage the team members that will be part of the same team. To create a Team: Head to the “Team Settings” on TimelinesAI CliPopular

• Leave Internal Chat Comments and Notes

  How to Exchange Internal Comments and Notes You can use internal comments and notes, which will be visible in your workspace but not seen to your contacts. This is a great way to keep your Teammates updated on specific procedures, updates, and actions that they should be aware of for specific chats. On the other hand, you can also tag a Teammate using "@" sign and then typing their name or email. (https://storage.crisp.chat/users/helpdesk/website/94268256ba492800/image1lu4cv7.pngSome readers

• How to Create and Use Templates on TimelinesAI

  With TimelinesAI, you can create a Template that your team will use to start new chats or answer the most common inquiries from your clients. Create a template Manage templates Use template when sending messages from Shared InboxSome readers

• Connect Multiple WhatsApp Numbers to your Workspace

  How to connect multiple WhatsApp numbers and share access with your team In TimelinesAI, you can connect more than one WhatsApp number, to share access with the rest of your team and manage the WhatsApp accounts in one workspace. Each TimelinesAI profile can connect up to 1 WhatsApp number. This means that if your team uses more than 1 WhatsApp number, you'll need to ask a Teammate to connect their number to the workspace. You can also create a second profile in your workspace, and connFew readers

• 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 tFew readers

• Assigning a Chat to a Teammate

  How chats are assigned by default New chats from WhatsApp come as "Unassigned", by default. The chat may be re-assigned to any team member in the workspace. If the teammate sends the first reply to an unassigned chat, that chat will be automatically assigned to that teammate. A "Responsible" teammate can be assigned to an individual chat as well as to a group chat. It can be re-assigned manually as shown below: (https://storage.crisp.chat/users/helpdesk/website/94268256ba492800/image4Few readers

• Suspend/Delete a Team Member

  Suspend a Team Member If you need to temporarily suspend a team member, you can do it from the Team tab of the workspace Owner account. You can restore a team member's account any time. Suspended users can't log in to their account, and they receive a message that their account was suspended. To suspend a team member: Go to the Team section on TimelinesAI Select the team member(s) that will be suspended and click on the Suspend icon (which is the lock icon) on the rFew readers

• Setting a Follow-up Reminder for a Chat Message

  How to set Follow-up Reminders with your WhatsApp Contacts on TimelinesAI For your team's convenience, reminders may be set up, for a particular message in a chat. You may set a time and date, to follow-up on that message; when the time comes, you'll receive an email notification with a link to the chat in question. To set a Follow-up Reminder for a Message: Go to the desired chat thread aFew readers

• 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 responsFew readers