Knowledge base

Instructions for working with the Chatbullet interface


Familiarization with the platform interface

1. Basic navigation

Unallocated - All new dialogs that are received by the company

This folder is visible to all operators, after reading it any operator can take over the dialog and start communicating.

My dialogs - Individual folder of the operator.

Once an operator takes over a dialog, other operators stop seeing it.

When the conversation is finished, the operator can close the dialog and it will go to the "Completed" folder

Completed - history of all completed dialogs

The dialog will stay here until the client writes a new message, when this happens, the dialog will be immediately moved to the "Unallocated" folder and any operator will be able to accept it.

2. Working with dialog

2.1 Taking over the dialog

2.2 Forwarding a dialog to another operator

2.3. Ending the dialog

Important: As long as you have not completed the dialog, messages will only be sent to you.

If you leave your workplace, be sure to end all dialogs!

2.4. Filling in the client card

To add information, simply click on the multi-dot ("...") next to the card item you want to add.

Example: what a completed customer card looks like, you can add any information you want.

This information will be available to all operators.


We wish you a pleasant use! :)