Representative — Conversations Page
URL:
/ou/{orgId}/conversations
1. Differences from the Admin View
1.1 Assignment Filters
| Filter | Admin | Representative |
|---|---|---|
| All conversations | ✅ | ❌ Removed |
| Assigned to me | ✅ | ✅ (DEFAULT) |
| Assigned to AI | ✅ | ❌ Removed |
The representative sees only conversations assigned to them by default.
1.2 Activity Filters
| Filter | Admin | Representative |
|---|---|---|
| Unread | ✅ | ✅ (Unread) |
| Unanswered | ✅ | ✅ (Unanswered) |
| Campaigns | ✅ | ✅ (Campaigns) |
Same filters, names in English.
1.3 Channels
| Element | Admin | Representative |
|---|---|---|
| "Channels" heading | ✅ | ✅ |
| Add channel | ✅ Button | ❌ Removed |
1.4 Saved Views
| Element | Both |
|---|---|
| No saved views | ✅ |
| Add View | ✅ |
2. Main Area
2.1 Top Bar
| Element | Admin | Representative |
|---|---|---|
| Title | "All conversations" | "Assigned to me" |
| Period | Last 7 days | Last 7 days |
| Search | "Search conversations..." | "Search conversations..." |
| Sort by | ✅ | ✅ (Sort by) |
| Filters | ✅ (badge) | ✅ (badge) |
| Save Filters | ✅ | ✅ (Save Current Filters) |
2.2 Status Tabs
| Tab | Admin | Representative |
|---|---|---|
| To resolve | ✅ | ✅ (To solve) |
| Resolved | ✅ | ✅ (Solved) |
| All | ✅ | ✅ (All) |
Same 3 tabs, names in English.
3. Empty State
- Message: "No conversations match your search" (vs "Nenhuma conversa corresponde à sua busca")
4. Retained Features
| Feature | Available? |
|---|---|
| Search conversations | ✅ |
| Filter by period | ✅ |
| Sort | ✅ |
| Advanced filters | ✅ |
| Save views | ✅ |
| Open conversation (chat) | ✅ |
| Reply to lead | ✅ |
| Internal notes | ✅ |
| Pause AI | ✅ |
| #Reset | ✅ |
Quick replies (/) | ✅ |
| Attachments, emojis, location, audio | ✅ |