Guide FloatChat

Floatchat- User Guid

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1. Introduction
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When users interact with your chatbot through different channels such as web, WhatsApp, or social media, the Floatchat feature allows you to link all their interactions into a single view. This enables you to easily view their queries and monitor the progress of resolutions.  

2. Stitching:  
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Users will be stitched together if the following conditions are met:

  • The user.phone_number attribute has the same value.
  • The user.email attribute has the same value.
  • Both the user.phone_number and user.email attributes have the same value.

You can achieve stitching in two ways:  

  • Use the ‘Set User Attribute’ node to update the values of the above-mentioned attributes. For example, you can update the user.phone_number attribute.
  • Manually update the attributes by navigating to the Messages section and editing the phone number in the User Details.    

3. Keyboard Shortcuts:
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Keyboard shortcuts enhance your efficiency by allowing you to perform certain tasks on your computer without relying on the mouse. They can significantly boost productivity when used regularly.

3.1 Availability: #

Keyboard shortcuts are available in the Messages tab for all roles.

3.2 Commands and Impact: #

The shortcuts are categorized into two parts: 

  1. Starting a Conversation: Command + Shift + S
  2. Assigning the Conversation: Command + Shift + A
  3. Resolving the Conversation: Command + Shift + R
  4. Marking as Pending Resolution: Command + Shift + P
  5. Adding a Note: Command + Shift + P
  6. Previous Conversation: P
  7. Next Conversation: N
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