Search

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The search feature in Cue is a tool that allows you to locate a specific conversation with ease. Whether you're searching by contact details, ticket information, or other attributes, search ensures you can quickly access the information you need.

Step-by-step interactive guide:

Follow this link for a step-by-step interactive guide on how to use our system.

What Can You Search By?

You can search for conversations using the following criteria:

  1. Contact Number: Enter the client's phone number to find associated conversations.
  2. Message Text: Look up conversations by keywords or phrases in the message content.
  3. Contact Name: Search using the client's name.
  4. Ticket ID: Use the unique ID assigned to a ticket for precise results.
  5. Subject: Look up conversations by keywords or phrases in the subject line.
  6. Status: Look up conversations by their respective status.
  7. Conversation type: Search for conversations based on the type of conversation, whether it be a chat or a ticket.
  8. Tag: Find conversations with specific tags applied.
  9. Assignee: Search for tickets or chats assigned to a particular team member.
  10. Team: Locate tickets managed by a specific team.
  11. Channel: Filter conversations based on the channel they originated from, such as WhatsApp, or the web widget.

Access the Search Icon

  • Open the Live Chat interface in Cue.
  • Locate the search bar, at the top of the Live Chat dashboard.

Enter Your Search Query

  • Type your search term into the search bar. For example:
  • A phone number (e.g., 1234567890)
  • A ticket ID (e.g., #12345)
  • A keyword from the subject line (e.g., "invoice inquiry")

Refine Your Results

  • Use filters to narrow down your search. You can select filters for tags, teams, or channels to get more targeted results.

Review Search Results

  • The search results will appear as a list. Click on any result to view the conversation details.

Pro Tips for Efficient Searches

  • Use specific keywords to minimize unrelated results.
  • Combine filters with keywords for more refined searches.
  • Regularly update tags and details to improve search accuracy.

FAQs

Q: Can I search for closed conversations?
A: Yes, you can search for conversations regardless of their status. Use filters to include closed conversations in your results.

Q: What if my search doesn't return any results?
A: Double-check your spelling and ensure the correct filter is applied. If needed, broaden your search terms.

Q: Can I view frequently used searches?
A: Yes, Cue saves previous searches.

For further assistance, please contact our support team.