• 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

• Roles for Managing your Shared Inbox on TimelinesAI

  The following roles are available to provide high flexibility in organizing access permissions for a team: Owner, Admin, Teammate, Agent, Collaborator. Owner An "Owner" role user has full access to all actions and data within the workspace, and they are the only user with permission to manage Subscription Settings and request workspace deletion. There can only be one "Owner" user in a workspace (assigned at the time of workspace creation). To transfer ownership to another user in yourFew 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 InboxFew 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

• Invite a New Team Member to Join your Workspace

  Joining a Workspace With TimelinesAI, you can invite your team members to the workspace and efficiently manage your WhatsApp inbox together. This is also one of the best solutions for geographically distributed teams. Once you invite a teammate, they will be able to view, reply, and manage all the chats that arrive to your inbox. Inviting a team member To invite a team member to join your workspace: Go to the Team menu tab Click on the green "Invite" button Click onFew 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

• Roles and Permissions on TimelinesAI

  The role that you assign to your team members on TimelinesAI, will determine how they'll interact with WhatsApp chats. In this article, we'll go over the specifics of how team roles interact with WhatsApp chats. Also, we'll explain how you can share your WhatsApp account with your team members. How Different Roles Interact with WhatsApp Chats Here's a quick overview of how different roles see/interact with WhatsApp chats on TimelinesAI:Few readers