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.

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

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.

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.

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.

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