Find a chat

Steps

1. Step 1 of 7

   Open Chats

   Chats is in the menu on the left, under Conversations.

   In the menu on the left, Chats is the first item under Conversations. On this screen the menu folds into icons to give the conversation more room; rest the pointer on it to see the names, then click Chats.

   • Click Chats, under Conversations
   • The menu folds into icons
   • Rest the pointer on it to see the names

   Watch step 1 on the screen

2. Step 2 of 7

   Go through the list by section

   All your chats, in one list ordered by section.

   The list is ordered by section: Pinned first, then Bridge, with Notifications and Briefings, and then your sections, such as Contacts and Team, plus the ones you create. Each section shows how many chats it holds and how many are unread, and its arrow collapses or expands it. Each row shows the name, the last message and its time. Released and archived chats stay at the end, in collapsed sections.

   • Pinned first, then Bridge
   • Then your sections: Contacts, Team and your own
   • Each section shows its total and collapses

   Watch step 2 on the screen

3. Step 3 of 7

   Spot what you have not read

   What you have not read yet stands out at once.

   A chat with unread messages shows a blue counter with their number, and the preview of its last message looks darker. Each section heading adds up its unread chats. Opening the chat marks it as read; from the row menu you can mark it as unread again.

   • Blue counter: unread messages
   • The preview looks darker
   • Opening the chat marks it as read

   Watch step 3 on the screen

4. Step 4 of 7

   Attend first to whoever is waiting

   Rows tell you when a contact has been waiting.

   When a contact is waiting for your reply, the row shows how long they have been waiting instead of the time, with a coloured line on the left: yellow when the wait is about to expire and red once it has expired. When you reply, the alert goes away.

   • The time becomes the waiting time
   • Yellow: about to expire; red: expired
   • Your reply removes the alert

   Watch step 4 on the screen

5. Step 5 of 7

   Search for a chat

   Find any chat by typing part of its name.

   Type in Search chats and contacts: the list narrows as you type and finds the chat by its name, its participants, the company or the last message, ignoring accents and capitals. If nothing matches, the list says so.

   • Type in Search chats and contacts
   • By chat, participant, company or message
   • Accents and capitals do not matter

   Watch step 5 on the screen

6. Step 6 of 7

   Filter the list

   The filters leave only what you are looking for.

   Under the search, the filters show All chats, only the Unread ones, chats with Contacts or those of My team, your chats with teammates. Bridge’s own chats appear in All and Unread. The filter works together with the search.

   • All, Unread, Contacts or My team
   • My team: your chats with teammates
   • The filter works with the search

   Watch step 6 on the screen

7. Step 7 of 7

   Open the chat and see who you are talking to

   Open a chat and the header tells you who you are talking to.

   Click a row to open the chat; the row stays highlighted. The header shows the avatar and the name and, under it, the contact’s details, such as phone and email; in a group, the participants, and with more than two, +N shows the rest. The name opens the chat information. Next: Reply to a customer.

   • Click the row to open the chat
   • The header: name and contact details
   • Next: Reply to a customer

   Watch step 7 on the screen