> For the complete documentation index, see [llms.txt](https://squarebox-ai.gitbook.io/squarebox/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://squarebox-ai.gitbook.io/squarebox/chat/key-features.md).

# Key Features

## **Customer Conversations**

* Directly chat with customers who have initiated the conversation.
* Use personalized messages and templates to enhance engagement.<br>

<figure><img src="/files/V7X3bY0aOGCqEC4L2w4h" alt=""><figcaption><p><em>Active chats list with customer names and unread message indicators.</em></p></figcaption></figure>

## **WhatsApp Messaging Rules**

* **24-Hour Window**: You can send free-form messages within 24 hours after a customer has initiated the chat.
* **Template Messages**: If the 24-hour window has passed, you can only send pre-approved templates to reinitiate communication.

<figure><img src="/files/VUv7EJRhFTrDefUorv5n" alt=""><figcaption><p><em>Warning message for sending a message outside the 24-hour window.</em></p></figcaption></figure>

## **Pre-Approved Templates**

* Select and send WhatsApp-approved templates for situations like follow-ups or event reminders.
* Templates can include variables (e.g., {{customer\_name}}, {{date}}) for personalization.

<figure><img src="/files/FX9ELZIWLLMP5nF5YvVD" alt=""><figcaption><p><em>Selecting a pre-approved template, adding variables, and sending it.</em></p></figcaption></figure>

## **Customer Profile at a Glance**

* View customer information, tags, lead statuses, and associated segments directly within the chat.
* Update lead states and tags in real time during conversations.

<figure><img src="/files/ThSF6wANRzezonbEDYLb" alt=""><figcaption><p><em>Customer profile panel on the right side with lead status options and segments.</em></p></figcaption></figure>

## **Message History**

* View the full conversation history, including delivery status (sent, delivered, failed).

## **Search and Filters**

* Search for specific customer chats or filter conversations by lead state, tags, or segments.<br>

<figure><img src="/files/qvVGb389Mg2d8pS15x8d" alt=""><figcaption><p><em>Searching for a customer chat using the search bar.</em></p></figcaption></figure>

## **Media and File Sharing**

* Share images, documents, and links to provide better assistance or information during the chat.

<figure><img src="/files/Jn0qedkffswxlty41hBC" alt=""><figcaption><p><em>Uploading and sharing an image file directly within a chat window.</em></p></figcaption></figure>
