Chat Desk User Guide
User GuidesRelease NotesFAQsSupport
  • 🏠Return to Home Page
  • 🔎Overview
    • Chat Desk Overview
  • 💻Chat Desk Dashboard
    • Access the Chat Desk Dashboard
    • Configure Chat Desk settings
      • Business profile
      • Chat tags
      • Auto responders
      • Preferences
      • Surveys
      • Canned replies
      • Integrations
      • Clickatell AI
    • Manage departments
    • Download transcripts
  • 🤝Agent Desk
    • Access & navigate the Agent Desk
    • Manage chat queues (Agent Desk)
      • Chats and tickets
      • Manage tickets
      • Pending chats
      • Close chats
    • Search, filter, and sort chats & tickets
    • Chat capabilities
      • Send attachments (media files)
      • Send voice recordings
      • Send emoticons
      • Share locations
      • Use canned replies
      • View chat events
      • Send 1-way SMS
    • Use suggested responses (Clickatell AI)
    • Authenticate customers
    • Send payment requests via Chat 2 Pay
    • View customer details from 3rd party applications
    • Send WhatsApp message templates
    • Transfer chats
    • Manage customer profile
  • 🦸Supervisor Desk
    • Access & navigate the Supervisor Desk
    • Manage chat queues (Supervisor Desk)
      • Chats and tickets
      • Manage tickets
    • Search, filter, and sort chats & tickets
  • 📊Reporting & Analytics
    • Dashboard Metrics
    • Clickatell Portal Reports
  • 💡Help & Information
    • What's New? 🎈
    • Release Notes
    • FAQs
    • Return to Home Page
Powered by GitBook
LogoLogo

© Copyright 2024 Clickatell. All rights reserved.

On this page
  • Search and filter live chats
  • Search, filter, and sort closed chats
  • Search, filter, and sort tickets
  1. Supervisor Desk

Search, filter, and sort chats & tickets

PreviousManage ticketsNextDashboard Metrics

Search and filter live chats

Supervisors can:

  • Search for a customer.

  • Filter by channel.

  • Filter by chat sentiment.

  • Filter by flagged chats.

  • Filter by pending chats.

Using the search and filter functions in the panel on the left, you can also search for a specific agent or filter by department.

Search, filter, and sort closed chats

In the Closed tab, select whether you want to search/filter all closed chats, or only that of a specific agent.

You can:

  • Search chats

  • Filter on date range

  • Filter on channel and sentiment

  • Sort on customer satisfaction ratings and chat end dates

Using the search and filter functions in the panel on the left, you can also search for a specific agent or filter by department.

Search, filter, and sort tickets

In the Tickets tab, select whether you want to search/filter your Unassigned, Assigned, or Closed tickets. You can:

  • Search tickets.

  • Filter on date range.

  • Filter on channel and sentiment.

  • Sort on the date when the ticket was opened, assigned, or closed.

  • For Closed tickets, you can select to view only those closed by yourself.

  • Select Unassigned tickets and assign them to agents or close them.

Using the filter function in the panel on the left, you can also filter by department.

🦸