Viewing Chat History on Sell Mobile App
How do I view Chat history from the Sell mobile app?
You can view Chat history in the Activity tab of the Sell mobile app, similar to the web version. The app displays chat details like start and end times, agent names, and transcripts. You can filter chats by users, teams, or groups, and access detailed chat summaries by clicking the chat icon.
More related questions
How do I integrate Zendesk Chat with Zendesk Sell?
To integrate Zendesk Chat with Zendesk Sell, you need to have both Sell and Chat. Once integrated, you can manage Chat conversations directly from Sell and view Sell data in your Chat interface. If a chat participant's email matches a lead or…
How can I set my Chat status in Zendesk Sell?
You can easily set your Chat status in Zendesk Sell by clicking the Chat icon on the top toolbar. This allows you to check or set your availability status directly from Sell. When you sign in to Sell, you are automatically signed in to Chat, making…
How do I answer chats in Zendesk Sell?
Answering chats in Zendesk Sell is straightforward. When a customer initiates a chat, and your status is online, you'll receive a notification sound. Click the Chat icon to open the chat window in Sell. If the customer's email matches a Sell…
How can I view Chat history in the Sell Activity Feed?
Chat history for leads, contacts, or deals is displayed in the Sell Activity Feed. Each chat is marked with a conversation icon, showing details like the chat start date, agent name, and a link to the transcript. You can filter the Activity Feed by…
How do I create a new lead from a Chat conversation?
If a chat participant's email doesn't match an existing Sell customer, you can create a new lead directly from the chat. Use the Sell widget to click 'Create Lead', and the lead will be assigned to a Sell rep. You can also add a note during this…
Can I customize Sell fields in my Chat window?
Yes, as a Zendesk Sell admin, you can customize the layout and display of Sell fields in the Chat window. This includes adding standard and custom fields for Leads, People, and Company contacts. Once configured, all agents will see the updated…
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