When you have completed a conversation with a customer, you can close the conversation. Learn how this works in this article.
When you have completed a conversation with a customer, you can close the conversation by clicking "close" above the conversation screen. When you close a conversation, you automatically save it. Doing this will affect the conversation time in statistics.
Where can I find my closed conversations?*
After you have closed a conversation, you can find it under My Contacts.- Search for the customer's name in the My Contacts menu.
- Click on the customer's name and select Archive.
- Here you will find all conversations that have been held with this customer. The channel through which the conversation came in and the date of the conversation will be displayed.
- Click on a Date to view the conversation.
Closed conversations can also be found in conversations when you are talking to an end user who you have previously closed a conversation with. This is shown in the image below. In the overview of the details, you will see the option to open "archive" at the bottom right. Here you will find all closed conversations.
What data is needed to close a conversation?
You can find a closed conversation from any channel as long as the contact details are known. For conversations that take place via Instagram, Facebook and WhatsApp, this is automatically picked up. In the Website widget, this is added as soon as data is requested and filled in.
Automatically closing conversations
Conversations are automatically closed after four days. This way you will always have an organized inbox.
This article tells you where to find closed conversations.
*We are developing at lightning speed! In the coming period, finding closed conversations will become even easier! Keep an eye on our roadmap and come back to the Help Center for the latest releases.