Acquire

Using Filters to navigate Chat History

Now with the filter view in Acquire, it's easier to bifurcate the leads and profiles and keep tabs on missed chats and other important information:

The Filter view of Acquire, is available under the Profiles Tab from the dashboard:

Once you select the initial filter, i.e.: All leads, Followup, Missed chats, Chatbot, Conversion, etc, you can move down to sub-parameters of filtration.

The subparameters look like the below screenshot:

Sub-parameters will also have granular parameters to filter till the T. Here, you can explore around and select the multiple parameters and extract the desired chat/lead.

Let’s  take a  few Use Cases to understand how it works :

Use Case 1: If you want to filter by  Name only. 

Go to Filter > General Information > Name & then you can apply the filter as you see fit. For example, let's state that Name should be equal to “Sahil”. Only profiles matching the Name “Sahil” will be shown.

But what if you want to see the filters daily or multiple times? We have a solution for this too.. We have an option to save the filter with the conditions you have selected so you can access it at anytime later on. 

Whenever you select that filter you will see only data with those conditions applied in the profile section.

Use Case 2: Filter with Date-Range

If you are looking for a particular date range. That too is possible with the filters. Navigate to Profile > Filters > User behavior > Chat Date. Here you can filter for any Data-range that matches your needs.

 

Select “From” & “To” and your requested data will be in the profile tab. You are also able select a start and end time as you see fit. 

 

 


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