📂 Chat Categories

In the Chats section, you can view all your communications in an organized manner. Here:

• You can sort your chats by categories,

• View your teams and team members,

• Quickly access relevant conversations using custom filters you set yourself.

This allows you to easily organize your customer communications and work more efficiently with your team.

You can search for chats by name by clicking on the magnifying glass icon here.

We type the name we want to search for in the field that opens here and select it to open the chat.

On the chat screen, you can easily access all your messages under different headings:

My → All chats assigned to you or taken on by you are listed here.

Unassigned → Chats that have reached the system but are still waiting for a response because they have not yet been assigned to anyone are found in this section.

All Chats → This includes all chats belonging to all team members. This allows you to track all customer communications on a single screen.

👥 Teams

In Qpien, you can create teams for different tasks and responsibilities. Each team member is added to designated teams, ensuring that the right people handle the right conversations.

• Teams are listed here.

• Users can only see the teams they are members of.

• This structure allows for more organized and efficient communication management.

👤 Team Members

You can see the team members in your shared teams in this section.

• When you click on a team member in the list, you can view the chats assigned to that person.

• This allows you to easily track who is working with which customer, making team collaboration more efficient.

🔍 Custom Filters

Thanks to custom filters, you can sort your chats according to specific criteria and keep your screen more organized.

• Filters help you quickly find the right chats amid heavy message traffic.

• This allows your teams to manage customer requests more efficiently and in an organized manner.

📨 Chat List

Messages under the chat category, team, or custom filter you selected are listed in this section.

For example:

• When WhatsApp is selected, only messages received via WhatsApp that have not yet been closed are displayed here.

This structure allows you to quickly access the conversations you need and enjoy a clutter-free chat experience.

In the chat list, you can select a chat by clicking on the avatar icon next to each chat. This feature allows you to easily perform batch operations.

To select multiple chats, you can click on the avatars of the chats you want to select one by one.

By clicking on the arrow icon at the top of the list, you can open a menu where you can:

Select all chats at once using the “Select All” button,

Or deselect them from the same place.

This way, you can easily manage your chats either individually or in bulk.

After making your selections, click the “Assign” button in the top menu.

A list of people in your team will appear.

Select the person you want to assign the chats to.

Finally, click the “Assign” button again to complete the batch assignment process.

This allows you to quickly and easily assign chats to the relevant people within your team.

After selecting your chats, click the “Tag” button in the top menu.

A list of your existing tags will appear.

Select the tag you want to add to the selected chats.

Finally, click the “Assign” button to complete the batch tagging process.

This feature allows you to easily categorize your chats and find the conversations you're looking for much faster.

After selecting your chats, click the “Delete” button in the top menu.

This action allows you to delete all selected chats in bulk.

Once you confirm the deletion, chats cannot be recovered, so please use this feature with caution.

When you click the arrow icon at the top of the chat list, a filter panel opens just below it.

From this panel, you can choose how messages are listed based on their status.

For example: With the “Open” filter, you can see only chats that have not yet been closed.

This allows you to easily view only chats in a specific status according to your needs.

Clicking the arrow icon in the chat list opens a sorting menu.

From this menu, you can sort your messages according to your desired criteria.

For example:

• Newest Messages

• Unanswered

• Starred Messages

• Oldest Messages

This allows you to view your chats according to your needs and easily manage your priorities.

💬 Messaging Area

In this section, you can communicate directly with the customer.

The user's name is displayed at the top.

In the lower section, your messages and the customer's messages are displayed in sequence.

You can respond quickly using the message input field at the very bottom.

This allows all communication to be managed in an organized and clear manner on a single screen.

The “You” field next to messages in the chat list shows which person the open message is assigned to.

When you click on this field, a panel opens and a list of people in your team is displayed.

Select the person you want to assign the chat to from the list.

Finally, you can complete the process by clicking the “Assign” button.

This feature allows you to easily assign chats to relevant team members, enabling faster resolution of customer requests.

After completing your conversation with a customer, you can end the chat by clicking the “Close” button to keep your inbox organized.

Closed chats will no longer appear in the active list, freeing up your inbox from unnecessary clutter.

You can access past chats and review closed conversations at any time.

When communicating with someone who is online in the chat screen, you can start a call directly by clicking on the phone icon.

However, in order to make a call, you must have active calling permission in your account.

If your permissions are enabled, you can start a call with a single click.

In Qpien, labels help you categorize chats, customers, or campaigns for more organized and faster management.

To add a label to a chat:

1. Click on the label you want to add.

2. In the panel that opens, select the relevant label.

3. Click the “Assign” button to complete the process.

You can see the label you added in the chat list section.

To remove a label:

1. Open the same panel.

2. Click the label you want to remove again.

3. Click the “Assign” button to remove it.

This way, you can easily classify and manage your chats based on the criteria you prefer.

If an open chat is important to you, you can click the star icon at the top right to mark it.

Starred chats will appear in the chat list, marked with a star icon.

This way, you can easily identify important chats and access them quickly.

When you click on the relevant area in the chat list, the details panel of the person who opened the chat will appear on the right.

In this panel, the person’s contact information and other details are displayed.

This way, you can quickly access the necessary information during the conversation and ensure more effective communication.

In the chat panel, you can see the following information for each conversation:

• The status of the chat: Is it open or closed?

• Who the chat is assigned to

• Which channel the chat is taking place on

With this information, you can quickly track, manage, and prioritize your conversations.

In the contact panel, you can view user information such as first name, last name, phone number, email, language, and tags.

You can make edits or additions in these fields.

By adding the custom fields you previously created, you can tailor the user information to your needs.

The Notes section allows you to view all the notes you have taken during the conversation.

This way, you can quickly recall important information and easily access your notes whenever needed.

The Media section allows you to view all the photos, videos, and voice recordings exchanged during the conversation.

This way, you can quickly access the shared content and review it again whenever needed.

Using the relevant option on the chat screen, you can switch between the Notes panel and the Messaging panel.

When Message Mode is active, the content you write is sent directly to the other party as a message.

When you switch to the Notes panel, your entries are saved as notes visible only to you.

The section indicated by the arrow on the chat screen displays the notes you have taken.

When Note Mode is active, the content you write here is added to the message panel but not visible to the other party.

These notes can be used for you or your team to remember previous actions or to track tasks that need to be completed.

The lightning icon in the message input area allows you to open the saved messages panel.

You can select the appropriate message from the panel and send it quickly.

This feature lets you quickly send frequently used messages without having to type them again.

By clicking the emoji icon in the message input area, you can select emojis to add to your messages.

This allows you to add emotion and expression to your messages, making communication more lively.

To attach files you want to send in the chat, click the attachments icon.

From the window that opens, select the file you want to send and add it to the chat.

This way, you can quickly add photos, documents, or other files to your conversation.

To send a voice recording in the chat, click the microphone icon.

Then, speak to record your message and add it to the chat.

This feature allows you to quickly send a voice message instead of typing.

By clicking the AI icon in the message input area, you can take advantage of Qpien’s artificial intelligence features.

With AI assistance, you can:

• Summarize your messages,

• Translate them into your desired language,

• Make them longer or more detailed,

• Transform your message into a more formal or friendly tone,

• Quickly correct spelling and grammar errors.

For detailed explanations and a usage guide, you can check our Qpien AI page.