A tour of ChatSheba CRM
A tour of the lists, priorities, labels, search and customer details.
Light stretches show the AI agent and its setup. Dark stretches show your team at work in conversations.
Parts of the film
Choose a part to jump to it.
About this film
Everything your customers write, and everything the AI agent replies, is in ChatSheba CRM. This film tours it: how you open it, where conversations are, how you organise and search them, and how a customer's conversations and details come together in one place.
What the film shows
- The owner opens it from ChatSheba with one click, without signing in again.
- Each team, inbox and label has its own list.
- The AI agent hands critical cases to the escalation team at high priority, and your team can change it.
- You label a conversation with its kind, resolve it when it is finished, and reopen it when needed.
- You search the messages of your conversations, and see a customer's details and earlier conversations.
What the film says
An English translation of the Arabic narration.
- You find everything the two customers write, and what the AI agent replies, in ChatSheba CRM.
- The business owner opens it from ChatSheba with one click, without signing in again.
- It opens first on the conversations assigned to you alone.
- The AI agent's conversations are pending, so choose "All" in the tab and in the status filter.
- And every conversation of your business shows in one list.
- On the side, a list for each team you belong to, for each inbox and for each label.
- The escalation team, for example, finds in its list the conversations the AI agent handed over to it.
- In Salman's conversation you see his questions, and the AI agent answers them in bot messages.
- When the AI agent judges a case critical, like the leak in Wael's apartment, it hands it to the escalation team with high priority.
- Your team can raise or lower the priority, between urgent and low.
- And you put a label on the conversation that says what kind it is, such as a maintenance request.
- In each label's list its conversations come together, such as the prospects' conversations.
- When a conversation is finished your team resolves it, and reopens it when needed.
- With search you find a project's name, such as Masakin al-Lawz, in the messages of the conversations.
- When you open Majed's conversation, you see beside it his details and his previous conversations.
- And in Contacts, a list of your customers. This is how a customer's conversations and details come together in one place.
