Welcome to the Inbox, here you’ll learn how to organize user details and manage their data!
In the User details section, you can view data about the user and all details of a single conversation with the user. This section includes the following cards:
- User information
- Recent Page Views
The order of these cards can be re-arranged by clicking the Settings icon next to Details at the top to access the settings sidebar for re-arranging cards by dragging.
You can also hide or unhide the cards by clicking the Delete icon. Make sure to save the changes. Your changes are stored when you click Save.
Note: The changes you make to an individual user apply only to that particular user’s Inbox.
User Details: Prioritizing a user
You can prioritize important conversations by clicking the star icon on the Inbox header. Once you do that, the conversation is marked as a priority. This allows you to filter and see the list of prioritized conversations only!
To learn how to filter user conversations in Hoory Inbox, check out this guide.
How to add Notes and Tags
You can leave notes on a particular conversation if needed.
- Select the desired conversation from the list.
- In the Details section, select the Notes card.
- Click Add Note to and jot down the note you want to add.
- Now simply Save, and the note will appear on the card.
You can apply tags to a conversation. This will later allow you to filter and find the conversations you need based on different tags and understand the context of a given chat.
By clicking Add new tag, you will be given a list of existing tags along with an option to add new ones.
Recent page views section
The Recent page views card in the Details section provides information on the pages of your site that the user has visited: from the most recently viewed page to the first page ever visited. This card also includes the dates and times the user visited each page.
Feel free to contact us in case of any questions via the Live chat in the lower right. Our Customer Success Team will be happy to help.