Managing Admin Message History in OctopusCX Office
- Mack Baczynski
Analytics
Start by navigating to Admin > Message History by:
Selecting Office from the application switcher
Navigate to Admin on the navigation panel to the left
Select the Message History tab at the top of the page
You should now see a similar page to the one below.
Using filter options to filter Message History
Filtering to find a specific chat can be done by searching a Number, Contact, or Message or by using the available filter options. The filter options available are:
From and To Date
Queues
Direction
Exclude by Message or Specific Word
Receipt
Once you have entered the filter options, you can hit search, and a list of new results should appear below.
To view a chat's history and details, locate a conversation you wish to view. Click on more options and click View Chat.
A new window should show you the chat history in the centre and the chat details on the left.
Viewing Contact HIstory
To view contact history, locate the contact you wish to see the history. Click on more options and click View Contact History.
Exporting Message History
The exporting feature will simply export a list of messages into a .csv file. This feature will only export the list visible in the container. Therefore you can get a more specific export by filtering queues, directions, receipts etc. Once you are ready to export, hit the Export button, and a new .csv file should begin downloading.