Block, Unblock, Tags, User Details

This section explains how to manage customer access and organize contacts using block/unblock actions and tags within the Chat Screen.

Overview

This section covers customer management controls available inside the Chat Screen:

• Block / Unblock Contact – Control whether a customer can send messages

• Tags – Segment and categorize customers

• User Details – View customer information within the chat

These features help manage communication, organize contacts, and maintain structured customer handling.

How to Access the Feature

Navigation Path:

Dashboard → Inbox → Open Conversation

Block/Unblock, Tags, and User Details are accessible within the Chat Screen.

Block a Contact

Blocking a contact prevents them from initiating or continuing conversations.

Steps:

1. Click the Block button

1. Click Yes to confirm

The selected contact will be blocked and cannot interact further.

Unblock a Contact

You can restore access for a previously blocked contact.

Steps:

1. Click Unblock Customer

1. Click Yes to confirm

The contact will now be able to interact again.

Add Tags to Contact

Tags help you categorize and organize customer conversations for better tracking and segmentation.

Steps:

1. Click Add Tags

1. Select or enter relevant tags

1. Click Save Tags

Tags will be applied to the selected contact.

View More Tags

If a contact has multiple tags:

Steps:

1. Click Show More

1. View the complete list of assigned tags

Remove Tags

You can remove tags from a contact when they are no longer relevant.

Steps:

1. Locate the tag

2. Click the (×) icon next to the tag name

The tag will be removed instantly.

Navigate Back

Steps:

1. Click the Back Arrow

Return to the previous chat view

User Details

Overview

User Details displays customer information within the Chat Screen.

This allows users to view contact information while managing conversations.

What You Can Access

Inside User Details:

• Customer information

• Assigned tags

• Associated notes

This supports better context and informed communication.

Important Notes

• Blocking restricts incoming messages from the customer.

• Unblocking restores communication.

• Tags are used for segmentation and campaign targeting.

• User details are visible internally and help improve workflow.