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HomePricingLog inSleekFlow 2.0
  • Welcome to SleekFlow 1.0
  • 🏃Getting Started
    • Start Exploring
      • Basic of Inbox
      • Connect first channel
      • Add Channels
      • Invite Users
      • Set up automation
      • Create Saved Reply
      • Broadcast first message
    • Creating a SleekFlow Account
      • Resetting Password
        • Reset Password (mobile)
  • 🕺Using the Platform
    • Inbox
    • Automation
      • Trigger mechanism
      • Default Assignment Rule
      • Conditions
      • Actions
        • Webhook
        • Setting messages automatically to Open, Snooze or Closed
      • Scenarios
        • Incoming Messages
          • Interactive Messages
        • Newly Added Contacts
        • New or Updated Contacts
        • Schedule
        • Outgoing Messages
        • Facebook Rules
        • Instagram Rules
      • Templates
        • 1. Greetings and Assign New Contacts to Staff
        • 2. Auto-Reply for Existing Customers
        • 3. Auto-Reply During Off Business Hours
        • 4. Auto-Reply Based on Keywords
        • 5. Auto-Reply when Customers Reply a Campaign
        • 6. Reassign Returning Customers
        • 7. Segmenting customers from different enquiries
        • 8. Proactively Reach Out to Newly Added Contacts
        • 9. Proactively reach out to newly added contacts from Facebook Lead Ads
        • 10. Send Drip Campaign Messages when Customers Sign Up
        • 11. Notify Customers with New or Updated Status
        • 12. Update Contact Data & Add And Remove From List
        • 13. Schedule Periodic Promotional Messages
        • 14. Send Booking Reminders
        • 15. Send Internal Reminder
        • 16. Auto Close Conversations
        • 17. 於指定時間重新分配對話到其他使用者
        • 18. 新客戶與現有客戶設定不同的歡迎信息
      • Chatbot
        • 1. Send A Welcome Message
        • 2. Learn About your Customers’ Interest
        • 3. Get Your Customers' Company Size
        • 4. Thank Your Customer And Get in Touch
        • 5. Speak Directly To Staff
      • FAQs
    • Contacts
    • Broadcasts
      • Export CSV
      • FAQs - Broadcast
    • Analytics
    • Commerce
      • Payment Links
      • Custom Catalog
      • WhatsApp Catalog
        • Connect WhatsApp catalog
        • WhatsApp Catalog Settings
          • Scenario 1 - Same Currency
          • Scenario 2 - Mixed Currency
          • Scenario 3 - Without WhatsApp Catalog/ Payment integrated
        • WhatsApp Catalog Settings(Mobile)
          • Scenario 1 (Mobile) - Same Currency
          • Scenario 2 (Mobile) - Mixed Currency
        • Frequent Asked Questions
  • 💬Messaging Channels
    • WhatsApp (Official) - SleekFlow
      • Application process
        • Turn on 2FA on Facebook account
        • WhatsApp Business Account Tiers
        • Delete WhatsApp account
        • FAQs - During WhatsApp application
        • Migrate from other BSPs
          • How to identify On-Premise and Cloud API BSPs
          • Turn off WhatsApp Number Two-step verification
      • Facebook Business Verification
        • Check Business Verification Status
        • If your Facebook Business Verification icon is greyed out
        • What to do if your Facebook Business Verification has failed
      • Messaging Limits
      • Template Manager (Cloud API)
        • Call to Action button (Dynamic Url)
      • Blue Tick
      • Backup WhatsApp chats files
      • Upload backup chat file to SleekFlow
      • Update WhatsApp Profile
      • FAQs - WhatsApp (Official) - SleekFlow
      • How to setup Click to WhatsApp ads (CTWA)
      • New WhatsApp Pricing (2023)
    • WhatsApp (Official) - Twilio
      • Applying via SleekFlow
      • Apply via Twilio & Connecting to SleekFlow
        • Add WhatsApp Templates on Twilio
        • Update to Twilio Content API
      • Find your Facebook Business ID
      • Check Business Verification Status
      • Facebook Business Verification
        • If your Facebook Business Verification icon is greyed out
        • What to do if your Facebook Business Verification has failed
      • Submit Facebook App Review
      • WhatsApp Rate Limiting
      • FAQs - WhatsApp (Official) - Twilio
    • WhatsApp (Official) - 360dialog
      • Apply via 360dialog
        • Turn on 2FA on Facebook account
        • WhatsApp Business Account Tiers (360dialog)
        • Add an Additional Number
        • Purchase a Skype number
        • Delete WhatsApp account
        • FAQs - During WhatsApp (Official) application - 360 Dialog
      • Facebook Business Verification
        • Check Business Verification Status
        • If your Facebook Business Verification icon is greyed out
        • What to do if your Facebook Business Verification has failed
        • Submit Facebook App Review
      • Messaging Limits
      • Manage Templates
      • Backup WhatsApp chats files
      • Upload zip file to SleekFlow
      • Green Tick
      • FAQs - WhatsApp (Official) - 360dialog
    • Facebook Messenger
      • One-time Notification & Message Tags
      • Facebook Messenger Broadcast
    • Instagram
      • Convert to Business IG account
      • Connect Facebook page
      • Supported Message
      • Allow access to Messages
      • Frequently Asked Question
    • WeChat
    • Line
    • SMS
    • Viber
      • Viber Campaign
    • Telegram
      • Telegram Campaign
  • 🗣Live Chat Widget
    • Setting up Live Chat
    • Install on Shopline
    • Install on Wix
    • Install on Magento
    • Install on Squarespace
    • Install on Shopify
    • Install on Wordpress
    • Google Tag Manager
  • 🔗App Integrations
    • Zapier
    • Shopify
      • Enable Custom App
      • Create Custom App
      • FAQs - Shopify integration
    • Stripe
    • Facebook Lead Ads
    • Salesforce CRM
    • HubSpot CRM
    • API
    • Make
  • 📌Settings
    • General Info
    • SleekFlow Two-Factor Authentication
      • Enroll SleekFlow 2FA
    • Inbox Settings
      • Inbox
      • Labels
      • Saved Reply
    • User
    • Team
    • WhatsApp QR Code
    • Plans & Billings
    • Official WhatsApp Settings
      • Template Manager
      • Opt-In Button
      • Billing
  • 📩Messaging API for WhatsApp
    • Messaging API for WhatsApp
      • Manage API key
    • Set up webhook for receiving messages
    • Sending Message
    • Create Templates
      • Create Templates (Template API)
      • Create Templates (Facebook Business Manager)
    • Get Template Status
    • Media API
    • Conversation analytics
    • Billing and Payments
  • Contact Support
  • API Documentation
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On this page
  • Manage Your Conversations
  • Assigned to me
  • @Mentions
  • Unassigned (Teams)
  • Unassigned
  • All

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  1. 🕺Using the Platform
  2. Inbox (v1)

Manage Conversations

View conversations under different perspectives.

Last updated 2 years ago

Was this helpful?

Manage Your Conversations

View conversations according to different conditions. Click on the dropdown on the top left, and you will see the following tab.

Assigned to me

You can see all your open conversations assigned to you in this tab.

If you are the owner when the SleekFlow account is created, all new conversations are in "Assigned to Me" by default.

@Mentions

You can see the conversations that you are mentioned by your teammates. You will receive a notification when your teammates mention you in a chat.

You have access to the mentioned conversations for only 48 hours. After the time limit, you cannot view the mentioned conversations again.

Unassigned (Teams)

This tab shows all conversations unassigned to your teams. Everyone in the team will receive a mobile app notification when there is a new message.

After the customer replies to the message sent by the last teammate, the conversation will automatically assign to that person. Those conversations will not show in Unassigned (Teams) anymore.

The Unassigned (Teams) section is only limited to the Premium plan users or above who has access to the Team feature.

Unassigned

When a new conversation comes from a new customer, you can set it to go unassigned. Everyone at this tab can see conversations unassigned. All the staff will receive a mobile app notification when there is a new unassigned message.

The conversation will be assigned to the person that first replies to the message.

All

You can see all conversations you are allowed to see here, accessed by Admin and Team Admin only.

As an Admin, you can also monitor other conversations by searching the contact's name in the search bar on top of the chat module. As a Staff, you can only read conversations that are assigned to you or unassigned.

Check below to learn more about the different roles in SleekFlow.

You will receive notifications when there are incoming messages. You can also set assignment rules to set the assignee by .

You can set new conversations to Unassigned by

automation
Default Assignment Rule
Automation
following this guide.
User