Transfer summary and tool badge
When you take over a conversation, a short summary appears at the start; if the visitor’s vehicle is known, the vehicle badge appears in the title.
- Company administrators and agents
What is the transfer summary and tool badge?
When you take over a conversation, a short summary appears at the top; if the visitor's vehicle is known, a vehicle badge is shown in the title. Who can do this: Company administrator and representatives. A free message cannot be sent 24 hours after the visitor's last message. Open the conversation awaiting takeover and click Take Over. Read the Summary box at the start of the conversation; you do not need to ask the visitor the same questions again.
Handover summary
When the assistant hands over the conversation or when you take it over, a Summary box of 2-4 lines appears at the start of the conversation; you do not need to ask the visitor the same questions again.
Open the conversation awaiting takeover and click Take Over.
Read the Summary box at the start of the conversation; you do not need to ask the visitor the same questions again.
If there is a vehicle badge in the title, view the visitor's vehicle from there.
When you are done, close the conversation with Close; a topic is assigned to the conversation.
When the assistant hands over the conversation or when you take it over from the panel, a Summary box appears at the start of the conversation. The summary is 2-4 lines long and is extracted from the conversation without using artificial intelligence:
- Request: the visitor's first and last request,
- Tools: tools used by the assistant,
- Products shown: the first three products shown to the visitor,
- Reason for handover.
When you close the conversation from the panel, a topic is assigned to the conversation (Return, Compatibility, Shipping, Price, Stock, Order, or Other) and appears as a topic badge next to the summary.
Vehicle badge
If the visitor wrote their vehicle's brand, model, year, or engine in the conversation, a vehicle badge appears in the conversation title (e.g., "Fiat Egea 2019 1.3 Multijet"). The assistant does not ask for this information again; it is remembered on subsequent visits from the same browser.
WhatsApp badge and 24-hour window
If the WhatsApp line is connected, conversations coming from WhatsApp will have a WhatsApp badge in the list and title. In the title, the remaining time since the visitor's last message appears like "window closing: 5h 12m"; it turns to a warning colour under one hour.