Swapnika Nag
|
Aug 26, 2024
Every Launch Week is an opportunity for our team to prioritize key client requests, experiment and dogfood our own product. While Launch Week 3 was dedicated to integrating Periskope with external systems, Launch Week 4 is all about enhancing team productivity on WhatsApp.
Today, we're thrilled to roll out two highly requested features: Chat Assignment and Agent Name Display.
How to Use WhatsApp Chat Assignment
Chat Assignment is a powerful tool for enhancing team accountability on Periskope. With this feature, you can assign WhatsApp chats and groups directly to any team member, making sure every conversation has a clear owner. This helps ensure that follow-ups and responsibilities are managed effectively, so nothing slips through the cracks.
How to Use Chat Assignment:
On the Chats screen, find the chat you want to assign and click the person icon next to it. This will open a dropdown of team members who have access to Periskope. From there, assign the chat to the appropriate member.
Alternatively, on the Chat List screen, simply update the "Assigned to" column by clicking on it and selecting the relevant team member.
How to Enable Agent Name Display
Agent Name Display is designed to improve communication clarity on Periskope. By toggling this option, you can now display the name of the agent or team member responding to a WhatsApp message prominently on top of the message, making it easier for end users to identify who they’re chatting with and fostering a more personalized interaction.
How to Use Agent Name Display:
Go to Settings > Config and toggle on "Sender Name Display" from the list of options.
Head to Settings > Team, click the three dots next to any user, and select "Edit Name".
Update the member's name and click "Update Name"
And that's it! Any message sent from Periskope will now prominently display the sender or agent's name at the top.
If you’d like to get a walkthrough of this feature, you can request a demo today
We're pumped to bring this feature to life, and it's just the beginning of what we have in store for you this week. Stay tuned—there's plenty more to come!
