Statistics Dashboard for your Team's Performance on WhatsAppIf 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:
Roles for Managing your Shared Inbox on TimelinesAIDefining Roles
In order to manage your WhatsApp Shared Inbox more efficiently, you can invite your colleagues to the workspace and assign roles to them.
You can invite your team members from the Team section.
Permissions in TimelinesAI allow you to control access to the following features:
Complete Access to all chats from all connected WhatsApp numbers to yoPopular
Invite a New Team Member to Join your WorkspaceJoining 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 onSome readers
How to Create and Use Templates on TimelinesAICreate a Template
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.
To create a Template:
Go to the Templates menu (WhatsApp → Templates)
Click on New Template
Set the template name
Insert the text you want to be displayed when using Templates
Click on Save
Connect Multiple WhatsApp Numbers to your WorkspaceHow 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
Assigning a Chat to a TeammateHow 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:
Suspend/Delete a Team MemberSuspend 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
Create a List of Chats for each Responsible ManagerCreating 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
Manage Chats: Rename, Assign, ReplyHow 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
Setting a Follow-up Reminder for a Chat MessageHow 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
Leave Internal Chat Comments and NotesHow 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.