Features Explained

How to add labels?

Labels in WhatsGPT can help you easily categorize and prioritize conversations, making it easier to manage your workflow. By assigning a label to a conversation from the chat's side panel, you can quickly identify the topic or status of the conversation. Labels are account-specific, which means you can use them to create custom workflows that are unique to your organization. You can also customize the colors of your labels to help differentiate them, and display them on the sidebar for easy filtering. To add labels, follow the steps described below. Step 1. Click on Settings on WhatsGPT home screen. Go to Labels → Add Label button. Step 2. Start designing your own label. As you add more labels, try to give them meaningful names as well as different colours to maintain distinction and clarity. The fields are described below. 1. Label Name Assign a name for the label to identify the category. For e.g.,: Premium_Customer, deliver-issues, bugs are a few commonly used labels. Note: Only alphabets, numbers, hyphens and underscores can be used to name your labels. 2. Description Write a short description to convey what the label represents. This will help your team members to understand the labels easily. For e.g., A possible description for the label Premium_Customer is "This customer's issue is to be resolved on priority." 3. Color Select a colour for the label for easy identification. After selection, click on the small square again. 4. Checkbox to show label on sidebar Check this if you want the label to be displayed on the sidebar. This will help in easy identification of the conversations. Step 3. Click on Create. The Label added successfully message will be displayed. New Label has been created. Continue to create as many labels as you need. Labels can be used across teams. How to modify or delete a label? Step 1. Open the list of your label from Settings → Labels. Locate the label you want to edit. Click the Edit button (pencil icon) if you want to edit it. Click the delete button (red cross icon) if you want to delete it. Step 2. If you are editing the label, you will see a modal with prefilled information. You can edit the label name and its description. Click on Edit to save the changes. Click on Cancel if you want to discard the changes.

How to create saved reply templates with Canned Responses?

Canned responses let you save frequently sent messages as templates. Whenever you need to use a saved reply in a conversation, you can access canned responses by typing / followed by a shortcode. You can use canned responses to save replies to frequently asked questions, which will help reduce an agent's response time and productivity. All canned responses are available for all agents in the account. P.S. We have curated a bunch of editable, templated replies for you to create your Canned Responses with. Check it out. How to create a canned response? Any agent/admin in the account can create/modify a canned response. To add a new canned response, follow the steps described below. Step 1. From the sidebar, click on Settings → Canned Responses → Add canned response. By default, there are no canned responses available in the account. Step 2. A modal will open up, as shown below. The fields shown in the modal are described below. 1. Short Code Write a short code you can easily remember later to use. The minimum length required is 2 characters. Every shortcode is unique. 2. Content Type in the message you want to save as a template. Once you enter the details, click the Submit button. If the request is successful, a message "Canned Response added successfully" will be displayed. How to modify or delete a canned response? Step 1. Open the list of your canned responses from Settings → Canned Responses. Locate the canned response you want to edit. Click the Edit button (pencil icon) if you want to edit it. Click the delete button (red cross icon) if you want to delete it. Step 2. If you are editing the canned response, you will see a modal with prefilled information. You can edit both the shortcode and the message. Click on Submit to save the changes. Click on Cancel if you want to discard the changes. How to use a canned response in a conversation? To access canned responses while you chat with a customer, enter / in the text editor. This will display a list of all the canned responses. You can choose from the list or simply type in the shortcode if you remember it. Then, press the Enter key, and your text editor will be populated with the reply.

How to create and use custom attributes?

WhatsGPT allows you to track additional information about your conversations and contacts beyond the standard data attributes like name, email, and location. These additional pieces of information are called custom attributes and can be anything you want to track. Listed below are a few examples of custom attributes. - Subscription plan - Subscribed date - Signup date - Most ordered item - Ordered product link - Last transaction date Custom data attributes allow you to attach additional information to a conversation or customer, such as purchase history or account status. This information can be used to better understand and segment your customer base. The only difference between custom and standard attributes is standard data attributes automatically get updated. How to create a custom attribute? Step 1. Go to Settings → Custom Attributes. Click on the “Add Custom Attribute” button. Step 2. A modal will open up, asking details about the new custom attribute. Fill these details in. Here is an example: These are the inputs required to create the custom attribute: 1. Applies to Attribute type (Conversation/Contact). 2. Display name Act as a label while rendering custom attribute. 3. Key Unique identifier attached to the custom attribute. 4. Description Description of the custom attribute. 5. Type Text, Number, Link, Date, List, and Checkbox. Note: You cannot create a custom attribute with the same key twice in the account. Step 3. Once you enter the details, click the ”Create” button. If the request is successful, a message "Custom attribute added successfully" will be displayed. How to use a conversation custom attribute? You can add conversation custom attributes to a conversation from the conversation sidebar. Follow the steps described below. Step 1. On your dashboard, when you open a particular conversation, you’ll find a section that reads “Conversation Information”. Click on the + sign to expand it. Step 2. You’ll see an option that reads “Add Attributes” followed by a dropdown of all the Custom Attributes on your account. Use the search bar to narrow down on the name of the attribute you’re looking for. Or click on one to select it. If you need to create a new one instead, use the “Create new attribute” button from the same dropdown. Step 3. Based on the type of attribute you added (list, checkbox, text, etc.), populate it at your will. Here are a couple of examples: To edit/delete/copy an attribute, hover on it to see the options. How to use a contact custom attribute? There two ways to set custom attributes for contacts. Set attributes via SDK method To set a contact custom attribute, call setCustomAttributes method as follows. window.$chatwoot.setCustomAttributes({ key: value, // Key is a unique identifier which is already defined while creating a custom attribute // Value should be based on type (Currently support Number, Date, String and Number) // Double-check that your keys always have a JSON-valid value // You need to flatten nested JSON structure while using this function }); Example: window.$chatwoot.setCustomAttributes({ key: value, // Key is a unique identifier which is already defined while creating a custom attribute // Value should be based on type (Currently support Number, Date, String and Number) // Double-check that your keys always have a JSON-valid value // You need to flatten nested JSON structure while using this function }); You can view these attributes in the contact/conversation sidepanel. To delete a custom attribute, use deleteCustomAttribute as follows. window.$chatwoot.deleteCustomAttribute("attribute-key"); Example: window.$chatwoot.deleteCustomAttribute("signUpDate"); Note: Prior to version v1.22, all the attributes rendered as text. Please create new definition to display the value properly. Set attributes via contact side panel For adding Contact Attributes, follow the same procedure as described above for conversation custom attributes, but use the Contact Attributes section of your chat sidebar instead. This is what it would look like: Based on the type of attribute you added (list, checkbox, text, etc.), populate it at your will. Here is an example: