# Chat Screen Conversation

The Chat Screen is the central interface for managing customer conversations in OwnChat. It allows you to view chats, assign conversations, manage statuses, and interact with customers efficiently.

{% embed url="<https://app.supademo.com/demo/cmlenyyow02n6zqp0fnent64i?utm_source=link>" %}

### Customer Data Capture &#x20;

When a customer initiates a conversation:

The customer name is automatically saved in both:

* Chat Screen

{% embed url="<https://app.supademo.com/demo/cmoi5e2sb00kxz10j9pm0ccnv?utm_source=link>" %}

* Contact Screen

{% embed url="<https://app.supademo.com/demo/cmoi5fafq00kzz10jmo82kcw4?utm_source=link>" %}

* The **phone number** is also stored in both locations

This ensures all customer details are captured and accessible instantly.

### Conversation Timer & Template Messaging &#x20;

* Each conversation has a **timer window** for free-form replies
* Once the timer expires:
  * Only template messages can be sent
  * Hover over the timer to view tooltip details

{% embed url="<https://app.supademo.com/demo/cmoi5gyy400nbz10jm8rotep0?utm_source=link>" %}

#### Send Template Message:  <br>

{% embed url="<https://app.supademo.com/demo/cmoi5ikro00f32m0jaagai0ye?utm_source=link>" %}

1. Click Select Template
2. Choose the required template
3. Send it to the customer

### Open Conversation &#x20;

To manage or assign a conversation, it must be in an open state.<br>

{% embed url="<https://app.supademo.com/demo/cmoi5l7y600rsz10jgwegdc61?utm_source=link>" %}

Steps: &#x20;

1. Click the **Closed Dropdown**
2. Select **Open**
3. The conversation status changes to **Active**

### Assign Conversation &#x20;

#### Assign to Team Member: &#x20;

1. Click the **Unassigned Dropdown**<br>

{% embed url="<https://app.supademo.com/demo/cmoi5n61f00ip2m0jwaw6ys9e?utm_source=link>" %}

2. Select a team member (e.g., Sethu Meena)<br>

{% embed url="<https://app.supademo.com/demo/cmoi5ocqr00iv2m0jxukuonnb?utm_source=link>" %}

3. The status updates to **In Progress**
4. A system message confirms the assignment<br>

{% embed url="<https://app.supademo.com/demo/cmoi5pn7500rnx70jiqxqomx3?utm_source=link>" %}

#### Reassign Conversation: &#x20;

1. Click another user (e.g., Poornima Marimuthu)
2. The conversation is reassigned<br>

{% embed url="<https://app.supademo.com/demo/cmoi6pqo400p12m0j51jrv4my?utm_source=link>" %}

Status changes can now be updated

### Conversation Options &#x20;

#### Access More Options: &#x20;

1. Click the **Dropdown Arrow** on the contact

{% embed url="<https://app.supademo.com/demo/cmoi6yqgt0175x70jgowc54rg?utm_source=link>" %}

2. View additional actions

### Close Conversation &#x20;

**Steps:** &#x20;

1. Click **Close**<br>

{% embed url="<https://app.supademo.com/demo/cmoi701kv0177x70javgmusv6?utm_source=link>" %}

2. The conversation status is updated to **Closed**
3. The chat is automatically **unassigned**<br>

{% embed url="<https://app.supademo.com/demo/cmoi72x1q010fz10j9s212fhy?utm_source=link>" %}

### Assign to Bot &#x20;

You can automate conversations using bots.

**Steps:** &#x20;

1. Click the **Bot Tab**

{% embed url="<https://app.supademo.com/demo/cmoi742be00p52m0jh4e5eaec?utm_source=link>" %}

2. Select a bot (e.g., Impermation Bot)

{% embed url="<https://app.supademo.com/demo/cmoi75jop010iz10jnzahlno6?utm_source=link>" %}

3. Assign the conversation<br>

**Notes:** &#x20;

* Changes are visible internally
* Customers will not see backend assignment actions
* Status automatically updates to In Progress<br>

{% embed url="<https://app.supademo.com/demo/cmoi77ms40179x70js4g07eg5?utm_source=link>" %}

### Assign to Yourself &#x20;

#### Steps: &#x20;

1. Click **Assign to Myself**

{% embed url="<https://app.supademo.com/demo/cmoi79935017bx70jie7po4uj?utm_source=link>" %}

2. You take ownership of the conversation

### Return to Inbox &#x20;

* Click Close to conclude the conversation
* The chat will return to the Inbox<br>

{% embed url="<https://app.supademo.com/demo/cmoi7bjox017jx70jtsnzyc4y?utm_source=link>" %}

### Conversation Filters &#x20;

You can filter conversations based on their status.

#### Available Filters: &#x20;

* **All**
  * Displays all conversations

{% embed url="<https://app.supademo.com/demo/cmoi7cv9s017sx70jyb96q1hd?utm_source=link>" %}

* **Open**
  * Displays active conversations
  * Shows count of open chats

{% embed url="<https://app.supademo.com/demo/cmoi7e867017ux70j2wgtjhd8?utm_source=link>" %}

* **In Progress**
  * Displays assigned and ongoing conversations
  * Shows count<br>

{% embed url="<https://app.supademo.com/demo/cmoi7fnjj018ax70jg46dxwbo?utm_source=link>" %}

* **Closed**
  * Displays completed conversations
  * Shows count<br>

{% embed url="<https://app.supademo.com/demo/cmoi7h8670115z10j6cksswse?utm_source=link>" %}

### Summary &#x20;

The Chat Screen helps you:

* Automatically capture customer details
* Manage conversations with status control
* Send template messages after session expiry
* Assign conversations to team members or bots
* Reassign and track ownership
* Filter chats based on status (All, Open, In Progress, Closed)
* Maintain organized and efficient communication workflows


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.ownchat.app/chat-screen/chat-screen-conversation.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.