Find the resources you need to get started with Yalo Sales Desk.
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View Contact Information
On Yalo Sales Desk, all information about a contact is stored inside the Contact information drawer.
To access it:
When viewing a chat, click the Contact information icon in the chat header.
By default, there are a few basic fields for contact information:
- Contact name
- Document option
- Document number
- Contact tags
Additional custom fields may appear depending on your organization's setup.
Tag contacts and viewing contact tags
You can add tags to a contact to categorize it.
A contact's tags appear inside the Contact information drawer.
Editing contact tags
To change a contact's tags:
- Click Edit information.
- Click the Contact tags selector to expand the list of options.
- Click the unmarked checkbox next to a tag if you wish to add it to the contact, or
Click the marked checkbox next to a tag if you wish to remove it.
Once you've completed editing the contact's tags, click Save changes to confirm the changes.
Viewing a contact's chat history
Whenever a new chat starts, it is stored inside the contact's chat history.
To access a contact's chat history:
Select the History tab inside the Contact information drawer.
Searching a contact's chat history
To search chats in a contact's chat history:
- Type the keywords you wish to look up into the search field, and the corresponding results will appear.
- Select a chat to open it. Then, you can also search for messages sent inside the chat.
Updated about 2 months ago