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Actions with messages and chats

Written by Tatiana Nik

Updated at April 21st, 2026

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Table of Contents

๐Ÿงฉ Message context menu ๐Ÿ“ General steps: ๐Ÿ“ Submitting a bug report ๐Ÿ”˜ How to add a report: ๐Ÿ“Š Viewing and recording errors ๐Ÿง  Tips for working with reports ๐Ÿ“ Additional: Chat Actions

The messenger supports a wide range of actions with messages of any type: text, images (image albums), voice messages, video circles, files.


๐Ÿงฉ Message context menu

Right-clicking on a message displays a menu with available actions:

๐Ÿ“ General steps:

  • Copy - copy text or image to the clipboard.
  • Forward - forward a message to another chat.
  • Delete - delete the message for everyone.
  • React to a message - Select and add an emoji reaction to a message to express an emotion or sentiment without replying with text.
  • Open original - for images.
  • Copy image - for images.
  • Transcription - for voice messages (translation into text).

๐Ÿ“ Submitting a bug report

A unique feature is the ability to add a report to a specific manager message if an error was made in it.

๐Ÿ”˜ How to add a report:

  1. Open the context menu of the manager message.
  2. Select "Add report" .
  3. A window will open with the following fields:
    • Error name (e.g. "not according to script")
    • Error category โ€” select from the drop-down list. To add a new category, enter the name in the Search field and click "Add."
    • Shift โ€” select the shift the message belongs to. If the message is sent from a messenger, the shift will be selected automatically.
  4. Click โ€œAddโ€ and the report will be saved.


๐Ÿ“Š Viewing and recording errors

Errors are recorded during the manager's change and are placed in the section:

๐Ÿ“ Menu โ†’ Reports โ†’ Shift Report โ†’ โ€œErrorsโ€ button

The table displays:

  • Error ID
  • Name and category
  • The ID of the message it is linked to
  • Ability to edit or delete a report

This allows:

  • Analyze the team's work
  • Feedback on the quality of communication
  • Generate statistics on errors

๐Ÿง  Tips for working with reports

  • Use reports only from manager messages.
  • Specify error categories in advance (e.g., โ€œOff script,โ€ โ€œToo general,โ€ โ€œSarcasm,โ€ etc.).
  • Check your reports before your shift endsโ€”they're saved and included in analytics.

๐Ÿ“ Additional: Chat Actions

The following actions are available in the chat list:

  • Select all chats
  • Select chat
  • Open in a new tab
  • Archive
  • Mark as read
  • Change the stage of a deal
  • Add or remove tags
  • Add to segment
  • Change the person in charge
  • Pin or unpin a chat
  • Turn off the sound
  • Launch AI Agent
  • Delete chat

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