Simplify Your Search with Global Search

Section 1: Introduction

Efficient Chat Search in Agent Assist

Agent Assist offers a robust Global Search feature, allowing users to search for all chats present in the system. It simplifies the process of finding relevant chat data quickly.

Section 2: Global Search

Streamlined Chat Retrieval

  1. In the chat inbox, locate the search bar.

  2. Enter your search query and press "Enter" to initiate the search.

  3. Users can apply filters to refine the search results and find the specific data they require.

  4. To access data older than one month, click on "More," and then select "View Archived Chats." This allows you to view data from the last six months.

Section 3: Data Export

Convenient Data Download

  1. To download data, click the "Download" button.

  2. A dialogue will appear, allowing you to select the columns you wish to export.

  3. The selected data will be exported in a CSV file for your reference and analysis.

With Global Search, Agent Assist provides a user-friendly way to search, filter, and export chat data, ensuring that you can quickly find and utilize the information you need.