EasySocial Chat Menu: Your Hub for Customer Conversations - An Overview

Welcome to our comprehensive tutorial on the EasySocial Chat Menu! This article will give you a detailed introduction and overview of the Chat Menu, the very first interface you encounter when you log in to your EasySocial account. It acts as the central hub for managing all your customer conversations.

In this guide, we'll walk you through its key features, from navigating conversations and using powerful filters to interacting directly with leads. While we provide an overview here, remember that for a deeper dive into each specific option, you can always refer to our more detailed videos and tutorials.

Getting Started with the Chat Menu

Your Conversation Hub

The EasySocial "Chat Menu" is designed to be your primary interface for all customer interactions. As soon as you log in to your EasySocial account, this is the first menu you'll see, providing immediate access to your communications.

Viewing All Conversations

On the left side of the screen within the chat menu, you'll find a clear and organized list where you can view all your ongoing and past conversations with various leads.

Efficiently Filtering Leads

To help you manage a large volume of conversations, the Chat Menu offers robust filtering capabilities. You can filter leads based on various parameters to quickly find the conversations that matter most to you.

What's more, EasySocial allows you to create custom filters. You can add custom attributes, also known as "lead data fields" in EasySocial, to tailor your filtering options precisely to your business requirements.

Using Productivity Filters

One of the key filtering options is "Productivity". This allows you to filter leads based on a specific date range, combined with other relevant parameters, giving you insights into your team's performance and lead engagement over time.

Active vs. Resolved Conversations

The Chat Menu also helps you identify the status of your lead issues. You can easily find leads that still have unresolved issues by looking under the "Active" tab. Conversely, leads where issues have been addressed and closed can be found under the "Resolved" tab. We will explore these tabs in greater detail in our upcoming tutorials.

Interacting with Leads

Accessing the Chat Inbox

To engage with a specific lead, simply click on their entry in the conversation list. This action will open a dedicated chat inbox in the center of your screen, displaying the complete chat history with that contact.

Starting and Continuing Conversations

You have a couple of ways to interact with leads:

• Initiating a new chat: You can start a conversation by sending a template message. Choose from available options, personalize the message, and then send it to the lead.
• Responding to ongoing chats: If a chat is already in progress and the lead has sent queries, you can take control of the conversation from the bottom of the chat inbox to send your responses.

Once you take control of an ongoing chat, you are free to send messages to the lead, addressing their questions and providing assistance.

Rich Communication Features

The EasySocial Chat Menu provides a variety of options to enhance your communication:

• Emojis: Express yourself and add a personal touch to your messages by sending emojis.
• Attachments: Send various types of attachments, including photos, videos, documents, and audio files. If your product catalog is connected, you can even send product information directly.
• Location Sharing: Easily share locations with your leads.
• Quick Replies: Create shortcuts for frequently used responses to save time and ensure consistent messaging.
• AI-Generated Responses: Leverage AI capabilities to generate structured and efficient responses for common customer queries.

Understanding Your Leads Better

Lead Origin and Platform

On the right side of the lead's name at the top of the chat inbox, you'll see an indicator text that tells you the origin platform of the lead. This lets you know if the conversation is coming from WhatsApp, Instagram, or any other connected platform.

Comprehensive Contact Details

To the right side of the Chat Inbox, you'll find a wealth of contact details about the lead. This includes:

• Origin Country: See the lead's country of origin, whether they are from India or any other part of the world.
• Local Time: The lead's local time is displayed, making it easier for you to respond at appropriate hours.
• WhatsApp Name & Number: Key WhatsApp contact information, along with other relevant details, helps you provide more personalized and effective assistance.

Conclusion

That wraps up our introduction to the EasySocial Chat Menu! We've covered the fundamental aspects, including how to navigate through conversations, utilize powerful filters to manage your leads, and effectively interact with them using various communication tools. This menu is designed to be your command center for all customer communications, streamlining your workflow and enhancing your ability to provide excellent support.

We encourage you to explore the Chat Menu further. In our upcoming videos and tutorials, we will dive deeper into each of these features, providing more detailed insights and advanced tips. Thanks for watching and happy chatting!