Manage Chats: Rename, Assign, Reply

How do the 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. They will be not assigned to any of the teammates. TimelinesAI supports group chats. They work just the same as regular chats.

Rename a chat

If the number is saved in the contact book of the Owner, it will be named according to the contact. Otherwise, it will contain a number as a title. You can rename the chat after the recipient – to do it, press the edit icon next to the chat’s name.
Rename a chat
Rename a chat

Assign a chat

By default, new chats are unassigned. To assign a chat to yourself or someone else:
  • Hover over a chat you want to assign
  • Click the Assign icon in the floating menu on the right
  • Choose the person from the list
  • Press Assign
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Assigning a chat to a responsible person
To learn more about assigning chats please read the article: Assigning a chat to a particular teammate

Sorting chat list by a Responsible teammate

In order to keep the received messages organized there is a possibility to sort the chat list by Responsible – in this case first in the list will be displayed chats, which asre Unassigned and after that chats assigned to each teammate. To sort the chat list by Responsible:
  • Go the the chat list
  • Navigate to the right side of the chat list and click Responsible column
  • The chat list will be displayed according to the teammate assigned to be responsible for the chat

Screen Shot 2021 10 28 at 12.23.33 PM

Replies by teammates

TimelinesAI enables your team to collectively manage and reply to chats. There is no difference for the recipient who exactly replies to the chat as  the answers will be sent from the number you’ve connected to Timelines. However, for internal use only, the name of the teammate who replied to a chat using Timelines will be displayed. This information is not visible to the recipients on Whatsapp, only the team can see it. It helps to improve accountability and provides team leads and business owners with more control of their Whatsapp accounts. Screen Shot 2021 09 30 at 10.58.56 AM

Real-time message composition notification 

When another teammate is composing a message in the same chat, the app displays the corresponding message: “John is currently typing”. It helps to simplify collaboration on Whatsapp.
Collaboration teammate is typing
Collaboration teammate is typing
 

I wear many hats at TimelinesAI in order to hear from our users and help the development team choose the right direction

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