# Inbox & Chat

{% embed url="<https://youtu.be/f4P4UvLJj6I>" %}

**Chat Section Overview - Omni-channel Inbox**

The chat section provides a unified view of all user interactions with the bot across various platforms. Here's how to navigate it:

1. **User Information**:

Displays columns for **User Name**, **Phone Number**, and **Email** for easy identification.

<figure><img src="/files/27mxVHGKVt7XkVZvp7uu" alt=""><figcaption></figcaption></figure>

1. **Tag Assignment**:

   * You can assign tags to specific chats.
   * To create a new tag, click on the **"Create Tag"** button available in the dropdown menu.

   <figure><img src="/files/214z2YsZEUow3qNDFaGt" alt=""><figcaption></figcaption></figure>
2. **Assign Live Agent**:

   * Assign a live agent to handle specific chats.
   * If you need to add a new agent, use the **"Create Agent"** button in the dropdown menu.

   <figure><img src="/files/plwbjiHZoBlaI6bTN3fJ" alt=""><figcaption></figcaption></figure>
3. **Chat Status**:

   * Assign a status to each chat.
   * Create new status via the **"Create Status"** button in the dropdown menu.

   <figure><img src="/files/Yjcdm9SFS96EH6iF5YEU" alt=""><figcaption></figcaption></figure>
4. **Actions**:

   * The action column contains buttons to **Call**, **Delete**, or **Copy** a user’s chat for further reference.

   <figure><img src="/files/hGMYbxcG65ESOrecJTmI" alt=""><figcaption></figcaption></figure>

### **Chat Window Features**&#x20;

When you open a specific chat, several useful tools and information are available to manage conversations efficiently:

#### **Top Navbar Tools:**

1. **Chat Translation**:

   * Instantly translate the chat into your preferred language with the **Translate** button.

   <figure><img src="/files/fAFuk4TAvJkgJxbVHZRs" alt=""><figcaption></figcaption></figure>

2. **Transfer Chat**:
   * Transfer the current chat to another agent using the **Transfer** button.

3. **Download Chat Transcript**:

   * Download the entire chat history by clicking on the **Download Transcript** button.

   <figure><img src="/files/fArFnn16qFqdNaWFfk4Q" alt=""><figcaption></figcaption></figure>

4. **Tag and Status Assignment**:

   * Assign tags and status to the chat directly from this window. You can also create new tags or status using the provided options in the dropdown menus.

   <figure><img src="/files/vrJtZnHHv0KCPp7HZ6sn" alt=""><figcaption></figcaption></figure>

5. Quick Replies

{% embed url="<https://youtu.be/cigQ862sH08?feature=shared>" %}

**Visitor Profile (Left Sidebar):**

* The **Visitor Profile** section provides key details about the user interacting with the bot, including:

  * **Name**
  * **Location**
  * **Phone Number**
  * **Email**
  * Any **custom attributes** you've created, like preferences or additional details.

  <figure><img src="/files/E7NmUj7dIayOm8rEplcA" alt=""><figcaption></figcaption></figure>

### **Using Filters in the Inbox Panel**

The inbox panel provides various filters to help you segregate chats according to your needs. You can apply different filters to organize and manage your inbox efficiently.

* **Available Filters**:\
  Use filters based on parameters such as **tags**, **status**, **assigned agent**, and more to narrow down specific chats.
* **How to Apply Filters**:\
  Simply select the desired filter from the dropdown menu in the inbox panel, and the relevant chats will be displayed accordingly.

<figure><img src="/files/iTI7ypbI3NcdCfRGzRDj" alt=""><figcaption></figcaption></figure>

This feature makes it easier to sort and manage your chats based on specific criteria.

#### Need Help?

Please feel free to reach out to us at <mark style="color:$primary;"><support@botpenguin.com></mark>, in case of any questions or concerns.


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://partners.botpenguin.com/customer-platform-guidelines/inbox-and-chat.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
