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Chats: taking over conversations and answering customers

The live list of conversations, your availability, what happens when the bot hands over, taking over and answering, AI help for the reply, e-mail to a visitor who left, returning to the bot and closing.

M
Monfri Team
Updated ·5 min read

Чатове (Chats) shows every conversation of your bots as it happens — on your site and on Telegram. Here your team takes over when the bot hands a conversation over, answers, approves requests and closes.

Agents and administrators answer; observers only read: What Assistant does.

The list

Filters at the top:

  • Активни (Active) — waiting for a person or with a person;
  • Мои (Mine) — taken by you;
  • Без агент (Unassigned) — waiting, nobody has taken it;
  • Приключени (Closed);
  • Всички (All).

Each row shows the status — Бот (Bot), Чака (Waiting), Поет (Taken), Приключен (Closed) — a dot for unread messages, SLA when a response target was missed (Assignment rules and SLA), the time, the last message and who has it.

On the right of the filters:

  • Your status — 🟢 Наличен (Available), 🟡 Отсъствам (Away), ⚪ Офлайн (Offline). Only available colleagues get conversations automatically, and the visitor's message depends on it (below).
  • A green dot when the list is live (red while it reconnects) and the number of colleagues online.

When the bot hands over

The bot hands a conversation to your team when the visitor asks for a person, when the topic is legal, medical, financial or an emergency, when a menu reaches Към човек (To a person), or when it cannot help. The conversation becomes Чака (Waiting) and, if an assignment rule matches, goes straight to an available colleague.

What the visitor reads:

  • someone is available: Свързвам ви с човек… (Connecting you to a person…);
  • nobody is available: В момента няма свободен колега. Оставете имейл или телефон и колега ще се свърже с вас в работно време — дотогава мога да помогна с друго. (No colleague is free right now. Leave your e-mail or phone…) — and the bot keeps answering other questions while the conversation waits;
  • for a sensitive topic, the bot stays silent until a person answers.

Take over and answer

  1. Open the conversation and press Поеми (Take). It becomes Поет (Taken) and the bot stops answering.
  2. Write in Отговор до клиента… (Reply to the customer…). Enter sends; Shift+Enter starts a new line. The visitor sees Агентът пише… (The agent is typing…) while you type.

AI help, above the reply box:

  • Предложи отговор (Suggest a reply) — a draft from the conversation and the bot's knowledge, put into your reply box to edit;
  • Обобщи (Summarize) and Следващо действие (Next action) — shown in a strip at the top, marked AI копилот (AI copilot);
  • Тон… (Tone) — rewrites your draft: Приятелски (Friendly), Официален (Formal), По-кратко (Shorter), Извинение (Apology).

When the visitor has left

If the visitor is no longer on the page, your replies go to them by e-mail — the confirmed e-mail if there is one, otherwise the one they typed in the chat:

  • about 90 seconds after your last reply, as one e-mail with every reply since their last message;
  • only if they have not answered since, and only for replies from the last 24 hours;
  • from your store's sender in Push.

Telegram conversations get your replies in Telegram.

Give it back or close it

  • Върни на бота (Return to the bot) — the bot answers again. The visitor reads Връщам ви към асистента — колега може да се включи отново по всяко време. (You are back with the assistant — a colleague can join again any time.)
  • Приключи (Close) — the visitor reads Разговорът е приключен. (The conversation has been closed.) and is asked Как оценявате разговора? (How was your chat?), 1 to 5 with an optional comment.
  • Отвори отново (Reopen) — back to the team.
  • Тикет (Ticket) — follow-up work outside the chat: Tickets.

A conversation only the bot handled closes by itself after 12 hours without messages; the visitor's next message starts a new one.

The conversation's context

On a wide screen the panel is on the right; otherwise press Контекст на разговора (Conversation context):

  • Контекст (Context) — Канал (Channel), Език (Language), Намерение (Intent), Настроение (Mood), Причина за ескалация (Reason for the handover), Агент (Agent);
  • Клиент (Customer) — the name and e-mail, · потвърден / · непотвърден (confirmed / not), the linked CRM contact, and the CDP profile: last seen and a few traits;
  • Бележки (Notes) — internal notes for the team, never shown to the visitor: write one and press Добави бележка (Add a note);
  • Събития (Events) — what happened in the conversation.

A request about an order waiting for approval appears at the top of the conversation: Requests about orders.

If something doesn't work

Ролята ви в Assistant е само за преглед — отговорите и решенията са за роля Агент или Администратор.

(Your role in Assistant is view-only.) Ask an owner or admin for Assistant access Editor or Admin: Service access.

The list does not update

The dot is red: the live connection is reconnecting. Wait a few seconds or reload the page.

The visitor did not get my reply by e-mail

They gave no e-mail in the chat, they answered after your reply, or your store's sender in Push is not verified: Senders.

Още няма какво да се обобщи.

(Nothing to summarize yet.) The conversation has no messages to work from.

Didn't find your answer?

Write to us and tell us what you were trying to do.