Assign a team member or yourself to a conversation. This helps organize conversations and designate them to the corresponding team member(s).
You can only assign conversations to a team member. If you would like to have someone outside your team be able to access a conversation, use the ^invite command.
How To Use
Type ^assign in the chat window followed by the spacebar. Once the Assign section pops up, select the specific team member from the drop-down menu or by typing in the team member's email address.
PivotCX Chat Command: ^unassign Make a conversation unassigned. This will unassign all of the people who were originally assigned to the conversation. How To Use Type ^unassign in the chat window followed by the spacebar. A green box will appear ...
PivotCX Chat Command: ^close Close a conversation. This means that a conversation will no longer appear on the left-hand panel. How to Use Type ^close in the chat window followed by the spacebar. This will allow the conversation to immediately close.
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 ...
Invite someone to a conversation by email. This will allow someone to see the live conversation and have the ability to interact as well. How to Use Type ^invite in the chat window followed by the spacebar. After the Invite window appears, select an ...
PivotCX Chat Command: ^transcript Downloads a text file transcript of a conversation. Transcript files are perfect for attaching a conversation to an email or importing into documents. The ^transcript command lets you download the transcript of a ...