How to Archive a Conversation

Archiving conversations in app.chitchatbot.ai is a smart way to keep your inbox clean and organised. Whether you’re decluttering active chats or storing important interactions for later, archiving makes it easy to manage your workspace. This step-by-step guide will walk you through the archiving process, plus offer practical tips, best practices, and how to view archived conversations.

πŸ’‘ Note: When you archive a conversation, it’s hidden from your active inbox. If the contact sends a new message, the conversation will automatically unarchive and reappear in your active list.

Why Archive Conversations?

Archiving conversations offers several benefits:βœ… Stay Organised: Keep your inbox clutter-free by moving inactive conversations out of view.βœ… Maintain Focus: Limit distractions by showing only active interactions.βœ… Preserve Data: Store important conversations for future reference without deleting them.

How to Archive or Unarchive a Conversation

Option 1: Archive from the Inbox

  • Go to the Inbox.

  • Select the conversation you want to archive.

  • Click on the Menu icon.

  • Choose Archive to move the conversation out of your active list.

Option 2: Archive or Unarchive via the Flow Builder

  • In the Flow Builder, create or edit your chatbot flow.

  • Add an Action block.

  • Choose Inbox > Archive to automatically archive conversations.

  • You also have the option to Unarchive conversations using the same Action block β€” this can be helpful for reactivating conversations within automated workflows.

How to View Archived Conversations

To locate and view archived conversations:

  • Go to the Inbox.

  • Click on the Filter icon.

  • Under the third dropdown (Message Status), select Archived.This filter will display all conversations you’ve previously archived.

Real-World Use Cases

Here’s how archiving can help in different scenarios:πŸ“ž Customer Support: Archive resolved tickets to keep your active queue tidy.πŸ’Ό Sales & Leads: Store conversations with inactive leads to revisit them later if needed.πŸ“ Feedback & Reviews: Keep conversations with feedback accessible without cluttering your active chats.

Expert Tips for Archiving

πŸ’‘ Use FiltersAfter archiving, use the Archived Conversations filter to easily locate past conversations.

πŸ’‘ Bulk ArchiveIf you have several conversations to archive, use the bulk selection feature to save time. You can select multiple contacts within your β€œContacts” section > Select multiple contacts> Click Actions > More Options > Select Archive.

πŸ’‘ Regular ReviewsSet a weekly or monthly schedule to review and archive old conversations β€” keeping your workspace clean and manageable.

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