Getting Started
Crews and Agents
Conversations
Introduction and Interface
Starting Conversations
Joining Conversations
Filters and Statuses
Search and Titles
Chat Features
Voice, Video, and Screen Share
Adding Agents and Contacts
Message Templates
Conversation Attributes
Contacts
Experiences
Adding a New Experience
Distributing an Experience
Scheduling an Experience
Importing Experiences
Exporting Experiences
Cloning Experiences
Adding and Using Experiences Tags
Outbounds
Appointments
Including an Appointment Flow within a Crew
Setting Your Availability
Including Appointment Bookings within Experiences
Customer View: Booking an Appointment
Reporting
Settings
Chat Widget Installation
Identity Verification
Install TABLE on your web app (for logged-out users)
Install TABLE on your web app (for logged-in users)
Experience Buttons
Chat Widget Installation for WiX
Payments
Notifications
Troubleshooting
TABLE Tutorials
SuperAdmin Company Account Setup
SuperAdmin Introduction
1. Login and Updating Account Settings
2. Configuring your Workspace Settings
3. Adding Threads
Signing Up and Setting Up Your Agent Account
Introduction
1. Signing Up
2. Configuring your Account Settings
3. Enabling Notifications and Downloading the TABLE Mobile App
4. Setting your Appointment Availability
Adding Crews and Inviting Agents
Experiences
Introduction: Experiences
1. Adding and Setting Up a New Experience
2. Experience Steps and Customer Response Types
3. Adding and Linking Steps
4. Testing and Distributing an Experience
5. Scheduling an Experience
6. Tips and Other Experiences Features
Contacts
Outbounds
Reporting
Release Notes
- All Categories
- Conversations
- Search and Titles
Search and Titles
Updated
by Anya
The search feature can be used to easily find specific Conversations based on their titles or the names of the participants. Titles provide context to Conversations by displaying the name of the Experience a customer accessed, or the titles can be customized to reflect the subject or situation.
Using Search to Find Conversations

The search bar at the top of the Conversations list can help Agents find specific Conversations quickly. Agents can search by customer name or email, Agent name or email, and Conversation title.
- Start by locating the search bar above the list of Conversations.
- Next, search the name, email, or title you’d like to find and click the enter button on your keyboard to receive the search results
- To search again, click the “clear” button underneath the search bar.
Conversation Titles
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When creating an Experience, Admins enter the Conversation Title they would like to be associated with that Experience. This is the default when a Contact creates a Conversation by interacting with that Experience. These titles can provide context for the Conversation and can help to determine where the customer came from, depending on where the particular Experience was posted.
Conversations that are created by an Agent using the Start Conversation button are given a title by the Agent as part of the creation process.
Changing Conversation Titles
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Agents can change a Conversations title to better reflect the subject matter or topic. This can be done in a few steps:
- Select the Conversation you’d like to change
- Hover over the current title at the top of the Conversation
- Click on the pencil icon when it appears
- Edit the title and click “Update” to save