Live Chat & Attribute

Chat Profile & First Message Tag

The profile panel beside every chat tells you who this is, where they came from and what they first said — before you type a word.

1. 1

   Open a chat

   Chats Inbox → any conversation. The Chat profile section is open on the right.

2. 2

   Read the source and first message

   Source shows where the customer came from (an ad, Instagram, your website chatbot, a WhatsApp link). First message is what they opened with — hover it for the full text. Together they tell you what they want before you scroll.

3. 3

   Check the WhatsApp window

   WhatsApp window shows whether you can reply freely (open for 24 hours after their last message) or need a template. Template and session message counts show how much you've already sent them.

4. 4

   See their history

   Campaigns lists every broadcast they received and what happened to it. Customer journey is the timeline of tags, notes, assignments and stage changes.

5. 5

   Tag them from the first message

   Add a tag that matches what they asked about (“price-enquiry”, “ad-diwali”) so the right follow-up and segment pick them up.