Introduction
Effective search capabilities in Richpanel empower support agents to quickly locate specific conversations, customer profiles, and order details. This is essential for providing prompt and personalized customer service. This article provides step-by-step instructions on how to utilize Richpanel's search functionality.
Prerequisites
Before proceeding, ensure that you have access to the Richpanel account with the necessary permissions.
Steps to search for a Conversation
Step 1: Go to Inbox
- Log into your Richpanel account and go to the Inbox on the left-hand side navigation menu.
- At the top of the Inbox section, you will find a search bar.
Step 2: Search with email, phone or subject
- You can enter specific keywords, phrases, email id or subject to find the conversations.
- The conversations matching your search criteria will be displayed in the main panel. Click on any conversation to view its detailed contents.
Conclusion
Richpanel's search functionality streamlines the process of finding conversations, significantly enhancing the support team's efficiency. By following these steps, agents can quickly locate the information needed to address customer inquiries effectively.