Search Customer

View a comprehensive customer list and search to start a conversation.

This is where you can search for any of your customers for interaction. Further, Chatman has four different options to view the customer list.

Let's explore how both works!

Different Ways To View Customer List

1. All: Displays the list of all the customers interacting with the team.

2. Assigned: Displays the list of all the customers assigned to team members, including you.

3. Unassigned: Displays the list of all the customers that are yet to be assigned.

4. Journey: Displays the list of all the customers with ongoing automated conversation.

5. Mine: Displays the list of all the customers that are assigned to you.

Tap any to view the customer list based on that particular preference.

Using Search

Allows you to search for the customer you're looking for, saving time. You can search by customer name, email, or phone number.

Say you want to message a customer who contacted you in the last week, you can use the search options for quick access to their inbox.

1. Tap on the Search icon.

1. Enter the customer's name or contact details in the 'Search Here' box and press Enter.

For instance, if you're searching for a customer named John Smith, type "John Smith" and press Enter to see relevant results.

1. Relevant result will be displayed. Tap the name to open the particular customer inbox.

If you want to search with a customer's phone number or email, simply type it in the search here box instead of the name and follow the procedure.