Conversations

Introduction and Interface

A quick look at Conversations and an Interface Tour for Agents and Customers

Anya
Updated 1 day ago by Anya

Starting Conversations

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…

Anya
Updated 2 months ago by Anya

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’…

Monica
Updated 4 months ago by Monica

Filters and Statuses

Easily organize TABLE Conversations using filters for both Crews and Status

Anya
Updated 2 weeks ago by Anya

Search and Titles

Use Search to quickly find Conversations. Edit or rename Conversations as the topic changes over time.

Anya
Updated 2 months ago by Anya

Chat Features

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.

Anya
Updated 1 day ago by Anya

Voice, Video, and Screen Share

Learn how to go from text chat to personal connection using TABLEs voice, video, and screen share features.

Ryan Crosbie
Updated 4 months ago by Ryan Crosbie

Adding Agents and Contacts

Include the right Agent or additional people to the Conversation by adding, inviting, or sharing a public URL.

Anya
Updated 1 day ago by Anya

Contact