Messaging Monitor

Messaging Monitor lets supervisors observe live web chat, SMS, and WhatsApp conversations and transfer a conversation to a different agent or skill.

Messaging Monitor gives supervisors a live view of every messaging conversation in the contact center, whether it is being handled by an AI agent, waiting in queue, or connected to an agent. Any conversation can be opened in a read-only viewer to follow along as messages arrive, and moved to a different agent or skill without waiting for normal routing.


Accessing Messaging Monitor

Messaging Monitor is accessible to accounts with Supervisor or Admin permissions.

  1. Navigate to Realtime Displays > Messaging Monitor
  2. All conversations in the selected view are listed on this page, grouped by skill

Views

The buttons in the top-right corner switch between three views. Each button shows the number of conversations currently in that view.

ViewDescription
Live with BotConversations currently being handled by an AI agent
Messages in QueueConversations waiting in a skill's queue for an agent
Live with AgentConversations currently connected to an agent

Filtering the List

The filter bar above the list narrows which conversations are shown. The number of conversations matching the current view and filters appears on the right side of the filter bar — for example, 0 messages in queue.

FilterDescription
SkillsLimits the list to conversations in the selected skills. Defaults to All
Message TypeLimits the list to the selected message types, such as web chat, SMS, or WhatsApp. Defaults to All

When no conversations match, the list shows No conversations to show.


Viewing a Conversation

Selecting the view icon on a row opens the conversation in a read-only viewer. New messages appear as they are sent, so a supervisor can follow the conversation live.

ElementDescription
Customer messagesShown on the left, in a dark bubble
Agent and bot messagesShown on the right, in a light bubble
Agent labelA human agent's messages are labeled with the agent's name and extension — for example, Marisol Reyes (1042). After a transfer, each agent's messages show that agent's own extension
Bot labelAn AI agent's messages are labeled with the bot's name only
Visitor labelAn anonymous web chat visitor is labeled Visitor followed by a number
NoticesSystem notices, such as Transferred to queue, appear centered in the conversation

Transferring a Conversation

Selecting the transfer icon on a row opens a transfer dialog, where a different agent or skill is chosen as the destination.

When a conversation is transferred to an agent, it is offered to that agent and stays where it is until the agent accepts. If the agent declines the offer or does not answer in time, the conversation remains with its current agent, bot, or queue, and the list shows that the transfer was rejected.

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Transferring from an AI Agent

When a conversation is transferred away from an AI agent, the customer sees no change unless the receiving agent accepts. If the offer is declined or expires, the AI agent keeps the conversation and the customer is not notified of the attempt.