Marketer Chat List Features: A Step-by-Step Guide

This guide provides a comprehensive overview of the Marketer Chat List features, designed to help users efficiently manage their conversations and tasks within the platform. By utilizing these features, users can streamline their workflow and quickly access relevant information.

Accessing the Chat List

1. Locate the Chat List: On the Marketer dashboard, users will find the "Chat List" option on the left-hand side of the screen.

1. View Previous Chats: Clicking on "Chat List" will display all previous conversations a user has had with Marketer. This allows for easy retrieval and review of past interactions, such as brochure designs, course planning, or event organization.

   
   

Understanding Dynamic Chat Naming

Marketer is designed to dynamically update chat names based on the conversation's evolving content.

1. Automatic Name Updates: As a user continues a conversation and the topic shifts, Marketer may automatically adjust the chat's title in the Chat List to reflect the most recent content. For example, a chat initially titled "Bio-optimization Blueprint" might update to "5 Promotional Emails" if the latest interaction focused on email creation for that event.

1. Purpose of Dynamic Naming: This feature helps ensure that chat titles remain relevant to the current discussion, preventing titles from becoming outdated if the conversation navigates significantly from its original subject.

Renaming Chats Manually

Users have the option to manually rename a chat, which will prevent Marketer from automatically updating its title thereafter.

1. Access Rename Option: Hover over the chat name in the Chat List and click on the three dots (...) that appear next to the chat title.
2. Select "Rename": From the dropdown menu, select the "Rename" option.

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3. Enter New Name: Type in the desired new name for the chat. For instance, if a chat changed to "5 Promotional Emails" but the user wants it to remain "Bio-optimization Blueprint," they can rename it accordingly.

1. Confirm Renaming: Confirm the new title. Once manually renamed, the chat's title will no longer be automatically updated by Marketer.

Pinning Chats for Quick Access

For frequently used or important ongoing projects, users can pin chats to the top of their Chat List for easy retrieval.

1. Access Pin Option: Hover over the chat name in the Chat List and click on the three dots (...) that appear next to the chat title.
2. Select "Pin": From the dropdown menu, select the "Pin" option.

1. Pinned Chat Location: The pinned chat will appear at the top of the Chat List, ensuring it is always visible and easily accessible, regardless of how many other conversations are initiated.

   
   

Unpinning Chats

When a pinned chat is no longer a priority, users can easily unpin it.

1. Access Unpin Option: Hover over the pinned chat name and click on the three dots (...) that appear.
2. Select "Unpin": From the dropdown menu, select the "Unpin" option.

1. Chat Returns to List: The chat will then return to its chronological position within the main Chat List.

Deleting Chats

Users can delete chats they no longer need, moving them to a recycle bin (Archive).

1. Access Delete Option: Hover over the chat name in the Chat List and click on the three dots (...) that appear.
2. Select "Delete": From the dropdown menu, select the "Delete" option.

1. Chat Moved to Archive: The chat will be moved to the Archive, not permanently deleted immediately.

Managing the Archive

The Archive allows users to either restore deleted chats or permanently remove them.

1. Access Archive: The location of the Archive should be clearly visible on the dashboard or within the Chat List interface (e.g., a "Recycle Bin" icon or tab).

1. Restore Chats: Within the Archive, users can select a chat and choose to "Restore" it, returning it to their active Chat List.

   
   

2. Permanently Delete Chats: Alternatively, users can select a chat and choose to "Delete Permanently" to remove it from the system entirely.