Hide Actions in Chat View

Hide Actions in Chat View

In order to make the Chat view more user-friendly, we’ve implemented a new chat view option. Our new option enables you to hide actions from the chat screen. Hidden actions include:

  • Assignments

  • Claims

  • Phone Calls

  • Opt-Out Acknowledgent


If your workflow requires these actions to be seen, We have left the option available to display these actions. The toggle is shown below and is located at the top of the chat window.

Shown View:

Hidden View:

    • Related Articles

    • ^Read (Smart Queue)

      To make marking conversations as “read” easier. We’ve enabled users to mark a conversation as “read” in the Smart Queue. The Smart Queue is the left-hand panel in the Chat Window. This feature allows you to select a conversation as read without ...
    • PivotCX Command List

      ^assign This is used if you want to assign a conversation to yourself or others. Great for organizing if you have a large team ^at Use this function to schedule a message to be sent at a future time. ^claim Claim a conversation. This means that a ...
    • Voice Calls in PivotCX

      Overview In addition to chatting with a job applicant, recruiters can make phone calls directly from their current conversation in the PivotCX chat window.  How to Make a Phone Call Go to your contact's conversation and click the call button; it's ...
    • Chat Filter Settings

      Having the correct filters in a PivotCX chat allows Chat Agents, Hiring Managers, and Recruiters to work more efficiently and minimizes the possibility of missed conversations. How to update Filters Once in the chat view, click the funnel icon to ...
    • Chat Command: ^read

      PivotCX Chat Command: ^read Mark a conversation as read. This will prompt the red dot on a conversation to go away.  How to Use Type ^read in the chat window followed by the spacebar. A green box will appear displaying, "Marked read by [name]," with ...