Guide FloatChat

Floatchat- User Guid

User segments

1. Introduction #

Understanding user data is crucial for businesses to provide better products and services. However, managing large amounts of data can be challenging. Floatchat offers a segment feature that allows bot builders to filter and create groups of users based on specific criteria.

2. Availability #

You can access this feature under the “Users” section, specifically in the “Segments” tab.

Setup #

3.1 Add segment: #

Click on “Add Segment” to create a new segment. Provide a name for the segment and choose between two options: “Attributes” and “Conversation”.

Analytics for Broadcast and Campaign

3.2 Attributes: #

Define conditions for segmenting users based on attributes. Select an attribute from the dropdown menu, set the condition and its corresponding value.

  1. Conditions: Set conditions between attributes, either user-defined or system-created.
  2. Add new condition: Add multiple conditions using the “Add new condition” button.
  3. Filter Expression: Utilize logical expressions such as “AND” or “OR” to combine the conditions you’ve created.
  4. You can also add “CUSTOM” conditions based on your specific requirements.



3.3 Conversation: #

Segment users based on conversation-related criteria.

– Status: Select the latest status for a chat from the dropdown menu.

– Category: Choose the category for your users, either “default” or create a new category under “Configure > Live chat > Team categories”.

– Tag: Select tags that were assigned to users during conversations in the one view inbox.

– Reference (one view inbox): This refers to the reference associated with the conversation in the one view inbox.

– Last Conversed: Specify the time/date frame for conversations based on when you last spoke with them. You can also choose a custom date frame.

– Handled by: Type or select the name/email ID of the agent who handled the conversations. Multiple agents can be added using the “Add new ID” button.

– Similarly, you can select agents for the “Resolved by” and “Transferred by” sections. This functionality allows you to effectively segment your user base based on attributes and conversation-related criteria, enabling more targeted engagement and personalized interactions. If you have any further questions or need assistance, feel free to ask!


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