Chat search

Chat Search Feature

The Chat Search feature in Squarebox is designed to help users efficiently navigate large volumes of customer conversations. Whether you're managing support, sales, or follow-ups, this feature ensures you can find the exact chat you need — instantly.

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Overview

Positioned prominently at the top of the Chats interface, the search bar allows team members to quickly retrieve any ongoing or past WhatsApp conversation.

This improves:

• Response speed

• Accountability

• Overall operational efficiency

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What You Can Search

You can search for chats using the following identifiers:

• Lead Name – Locate conversations by typing the lead’s name (e.g., Sai Prakash)

• Phone Number – Search using the contact’s registered mobile number (partial or full)

• Message Content – Search for keywords or phrases from messages (e.g., Pay now, Admission, Site visit)

As you type, Squarebox auto-filters the results in real time, showing all chats that match your input.

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Practical Use Cases

• Sales Follow-up Search brochure to find all leads who were sent course materials.

• Payment Recovery Search Pay now to locate leads who received payment links.

• Support Reference Search by name or keywords like reschedule to revisit past issues.

• Unread Conversation Shortcut If you remember a lead’s name but haven’t opened their chat, search for the name to respond quickly.

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Benefits

• Saves time compared to manual scrolling

• Reduces missed follow-ups or repeated messages

• Enables faster context switching between conversations

• Ideal for teams handling a high volume of leads or chats daily.