What Is the Purpose of the Archive?
The Archive allows past communications and records to be stored in an organized manner. Users can review old conversations, check previous transactions, and access this information again whenever needed. In addition, archived data can be filtered by specific date ranges (for example, the last 1.5 months), allowing faster access to the desired information. This helps prevent data loss and makes historical process management easier.
a - Archive Menu
The Archive section opens the screen where archived records are displayed. In this area, records can be reviewed through the list and detail panel.
Records Managed Within the Archive Module
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Archived Conversations:
Conversations removed from the active process are stored in the archive area and can be viewed again when needed. -
Filtering by Date Range:
Archived data can be filtered according to specific date ranges (for example, the last 1.5 months). -
List and Detail View:
Archive records are displayed in a list format, and the details of the selected record can be reviewed in the side panel. -
User and Representative Information:
User information, assigned representatives, and tags related to archived records can be displayed. -
Reviewing Historical Records:
Previously completed communications and transactions can be reviewed in detail.
Filters and Search
The Filters and Search area allows you to filter the chats in the archive according to certain criteria and focus only on relevant data.
Through this section;
- You can list chats by date range,
- Filter by platform, agent, and chat type,
- Use additional criteria such as tags and chat score,
- Search based on person information and content with the search bar.
Person Info
The Person Info area is the section where you can access all the details of the person chatted with and manage transactions related to the person.
In this area;
- You can view and edit the person's profile information,
- Access the person card to create notes, tasks, and activities,
- Review conversation history and shared content.
Benefits of the Archive Module
- Quick access to customer history
- Better operational analysis
- Agent performance tracking
- Better customer experience management
The Archive module allows you to manage all customer interactions on Supsis from a central point.