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Support Chat Guide

This guide explains how to use the WhatsApp Support Chat module to manage incoming student queries, respond to messages, track conversation status, and configure chat automation effectively.


๐ŸŒ Overviewโ€‹

The Support Chat module enables real-time WhatsApp communication between students and the support team. It provides a centralized workspace to:

  • View and manage incoming WhatsApp messages
  • Respond manually to student queries
  • Track chat status (Active, Pending, Resolved, Closed)
  • Configure reply modes and automation rules
Access Requirements

Authorized users with WhatsApp support permissions can access Support Chat.


๐Ÿงญ Support Chat Layoutโ€‹

The Support Chat screen is divided into three main sections:

  1. Sidebar Navigation
  2. Chat List Panel
  3. Conversation Window

Support Chat View


๐Ÿ“‚ Sidebar Navigationโ€‹

The left sidebar provides access to WhatsApp-related modules:

  • Dashboard
  • Templates
  • Broadcasts
  • Support Chat
  • No-Reply Chat
  • Tickets
  • Queries
  • Tags List
  • Settings
  • Chatbot

Use this navigation to quickly switch between WhatsApp modules.


๐Ÿ’ฌ Chat List Panelโ€‹

This section displays all WhatsApp conversations.

Featuresโ€‹

  • Search chats by phone number or name
  • Filter chats using tabs:
    • All โ€“ All conversations
    • Active โ€“ Active Chats
    • Pending โ€“ Pendinge chats
    • Resolved โ€“ Completed conversations
    • Closed โ€“ Archived chats

Each chat item shows:

  • Contact name or identifier
  • Last message preview
  • Chat status badge
  • Last seen timestamp

๐ŸŽซ Raise Ticketโ€‹

You can raise a ticket directly from an individual WhatsApp chat for better tracking and follow-up.

Steps:

  1. Open the required Support Chat.
  2. Click on the three-dot (โ‹ฎ) menu located on the right side of the chat status.
  3. Select Raise Ticket.
    • You will also see Chat Settings for the individual chat.
  4. Select the message(s) for which you want to raise a ticket.
  5. Click Continue.
  6. On the next screen:
    • Enter the ticket description
    • Select one or more tags from the existing list
  7. If the required tag is not available:
    • Click Create Tag
    • Add a new tag and save it
  8. Confirm the selection (e.g., 1 Chat Selected).
  9. Click Create Ticket.

โœ… A confirmation message appears indicating that the ticket has been raised successfully.


๐Ÿ‘ค View Contact Informationโ€‹

You can view detailed contact and student profile information directly from any Support Chat.

Steps:

  1. Click on the chat for which you want to view contact information.
  2. The Contact Profile panel opens automatically.
  3. Navigate to the Profile Details tab to view complete contact and student information.

๐Ÿ“„ Profile Detailsโ€‹

The Profile Details tab displays the following information:

Basic Informationโ€‹
  • Name: Jaiki Patel
  • Program: Math Only โ€“ STAGE_1
  • Student ID: 165855
Contact Informationโ€‹
Academic Detailsโ€‹
  • School: 10X International School, Bangalore
  • Curriculum: IB
  • Program Variant: Math Only
  • Course Type: Flagship
  • Year of Passing: 2017
  • Stage: STAGE_1
  • Class Start Date: November 10, 2025
  • Target Test Date: December 6, 2025
  • Latest Test Score: SAT โ€“ Math 800, English 720 (2025-11-08)
Compliance & Limitsโ€‹
  • English Compliance: Non-compliance
  • Math Compliance: Non-compliance
  • Daily Limits:
    • Writing: 1
    • Reading: 1
    • Math: 1
  • Homework Time Limit: 24 hours
Parent Detailsโ€‹
  • Parent 1 Email: Not available
  • Parent 1 Contact: Not available
  • Parent 2 Email: Not available
  • Parent 2 Contact: Not available
Assigned Team details with name and emailโ€‹
  • Operations Manager:
  • Prep Manager:
  • SSO Manager:
  • Math Tutor:
  • English Reading Tutor:
  • English Writing Tutor:
Additional Detailsโ€‹
  • Student Status: Active
  • Timezone: Asia/Kolkata

๐Ÿ•’ Timeline Tabโ€‹

The Timeline tab shows the complete history of chat activity and status changes for the selected conversation.

Status Change Historyโ€‹

  • Status Changed: Resolved โ†’ Active
    Date & Time: Jan 02, 09:58 AM
    Changed By: Esha Mehta

  • Status Changed: Active โ†’ Resolved
    Date & Time: Jan 01, 11:37 PM
    Changed By: Admin Zupians

  • Status Changed: Resolved โ†’ Active
    Date & Time: Jan 01, 11:35 PM
    Changed By: Admin Zupians

Usage Tip

Use the Timeline tab to audit conversation handling and track when and by whom chat statuses were updated.

๐Ÿ—จ๏ธ Conversation Windowโ€‹

The conversation panel displays the complete chat history with the selected contact.

Capabilitiesโ€‹

  • View messages with timestamps
  • Send manual replies
  • Attach files and emojis
  • Track sent and delivered messages
  • Update chat status (Active / Resolved / Closed)

At the bottom, agents can type messages and click Send to respond.


๐Ÿ“Œ Chat Statuses Explainedโ€‹

StatusDescription
ActiveChat requires agent action
PendingTemporarily inactive conversation
ResolvedIssue addressed and conversation completed
ClosedChat is finalized and archived

โš™๏ธ Chat Automation Configurationโ€‹

Support Chat provides organization-wide automation settings.

To open configuration:

  • Click the Settings (โš™๏ธ) icon in Support Chat

This opens Chat Automation Configuration.


๐Ÿงฉ General Settings (Reply Mode)โ€‹

Defines how incoming WhatsApp messages are handled.

Reply Modesโ€‹

  • Manual Reply

    • Agents respond to all messages manually
  • Away Mode

    • Automatically sends away messages
  • AI Reply (Coming Soon)

    • AI-powered automated responses

Additional fields:

  • Organization ID (auto-filled)
  • Channel (Support / No-Reply)
  • Status (Active / Inactive)

Click Save Configuration to apply changes.


๐Ÿ“ญ Away Messages Settingsโ€‹

Used to automatically reply when agents are unavailable or when using No-Reply channels.

Configuration Optionsโ€‹

  • Enable Away Messages
  • Away Message โ€“ Message sent to users
  • Rate Limit (Minutes) โ€“ Minimum interval between messages sent to the same contact

Example Message:

This is a no-reply number. Please write on the studentโ€™s WhatsApp group.

When enabled, a confirmation message indicates that away messages are active.


๐Ÿค– Automation Settingsโ€‹

These settings help manage chat lifecycle automatically.

Available Featuresโ€‹

  • Auto-Reactivate Resolved Chats

    • Reopens resolved chats when a new message arrives
  • Stale Chat Cleanup

    • Moves inactive chats to Pending status
  • Cleanup After (Hours)

    • Time before inactivity triggers cleanup

๐Ÿงช Step-by-Step Workflowsโ€‹

๐Ÿ’ฌ Handling Student Queriesโ€‹

  1. Open Support Chat
  2. Select an Active chat
  3. Review the studentโ€™s message
  4. Send a reply
  5. Mark the chat as Resolved once completed

โš™๏ธ Configuring Away Messagesโ€‹

  1. Open Chat Automation Configuration
  2. Go to Away Messages
  3. Enable Away Messages
  4. Enter the away message text
  5. Set rate limit
  6. Click Save Configuration

๐Ÿƒ Support Efficiencyโ€‹

  • Monitor Active chats frequently
  • Resolve chats promptly to reduce backlog

โ“ Frequently Asked Questions (FAQ)โ€‹

1. Who can access Support Chat?
Users with WhatsApp support permissions can access Support Chat.
2. Are replies sent automatically?
Only when Away Mode is enabled. Otherwise, replies are manual.
3. What happens if a resolved chat receives a new message?
If auto-reactivation is enabled, the chat becomes Active again.
4. What is No-Reply chat?
Chats where responses are not expected and automated replies are used.
5. Can I disable automation?
Yes, automation settings can be toggled off at any time.

๐Ÿ“Œ Summaryโ€‹

The Support Chat module helps you:

  • Respond to student WhatsApp queries efficiently
  • Track conversation status clearly
  • Automate chat handling where needed
  • Maintain an organized and responsive support workflow

Use it daily to ensure timely and effective student support.