Managing Admin Message History in OctopusCX Agent

Start by navigating to Admin > Message History by: 

• Selecting Agent 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

Open

Open

You should now see a similar page to the one below.

Navigation

For Individual Message History, Click Here.

For Group Message History, Click Here.

Individual Messaging History

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 then hit search and a list of new results should appear below.

Viewing Chat History and Details

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 appear showing you the chat history in the center 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

A window should appear displaying the chats history as well as the contact information.

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.