Introduction and Interface
A quick look at Conversations and an Interface Tour for Agents and Customers
Conversations can be started by both Agents and customers. For Agents, this is useful anytime you want to continue a conversation whether it was initiated from a phone call, meeting at a brick and mo…
Joining a Conversation
TABLE Conversations are designed to be secure both internally and externally. Only Agents within a Crew, or Agents invited to Conversation, can see them. Also to keep them secure, Agents must ‘join’…
Filters and Statuses
Easily organize TABLE Conversations using filters for both Crews and Status
Search and Titles
Use Search to quickly find Conversations. Edit or rename Conversations as the topic changes over time.
From one-on-one to group chat, TABLE's live chat features include invitations, file-sharing, Experiences, canned responses, internal comments, and embedding video links.
Voice, Video, and Screen Share
Learn how to go from text chat to personal connection using TABLEs voice, video, and screen share features.
Adding Agents and Contacts
Include the right Agent or additional people to the Conversation by adding, inviting, or sharing a public URL.