1. Inbox
  2. Chat View

Inbox

Chat View

The Chat View is a dedicated page that displays the full message history of a stub as a conversation feed.

Accessing Chat View

In the Inbox stub listing, each row has a chat icon button. Clicking it opens the Chat View for that stub.

The Chat View URL follows the pattern:

        /{orgdomain}/chat/{stubref}

      

Message Feed

Messages are displayed chronologically, oldest first. The feed loads incrementally in pages of 30 messages — scroll down to load the next page. New messages arriving in real time are appended automatically without a page refresh.

When you scroll up away from the bottom of the feed, a scroll-to-bottom button appears in the bottom-right corner. Clicking it smoothly scrolls back to the latest message.

Message text is rendered as markdown, so bold, italic, lists, code blocks, and links sent through connected platforms will display formatted in the Chat View.

Three types of entries appear in the feed:

Type Description
Customer message Incoming messages from the customer.
Outgoing message Messages sent by an agent or AI assistant.
Action pill A record of a system action. Hidden by default — toggle via the menu in the header.

Channel Styling

The feed automatically adapts its visual style based on the communication platform detected for the stub:

Channel Style
WhatsApp WhatsApp-style background with green/white bubbles
Email Email card layout instead of bubbles
Webchat Standard bubble layout with teal accents
Default Standard bubble layout with grey tones

Omnichannel

When a stub has received messages across more than one platform (e.g. a conversation that started on WhatsApp and continued over email), the Chat View enters omnichannel mode automatically — no configuration required.

In omnichannel mode:

  • The header displays an icon for each active platform instead of a single channel icon.
  • Each message bubble displays a small platform badge indicating which channel that specific message came through.

Platform badges are shown for the following channels:

Badge Channel
WhatsApp icon (green) WhatsApp
Envelope icon (blue) Email
Comment icon (teal) Web Chat

The feed background in omnichannel mode uses the neutral default style rather than any single channel's theme, since messages from multiple platforms are mixed together.

Omnichannel mode is detected from the stub's active platform history. As soon as a second platform sends a message on a stub, the Chat View will reflect this the next time it is loaded.

The header displays key information about the stub:

  • Org name and template name — breadcrumb showing the process context.
  • Stubref badge — click to copy the stubref to your clipboard.
  • Created date — when the stub was created.
  • Message count — total number of messages in the conversation. Updates live as new messages arrive.
  • Open stub button — opens the full stub in a new tab, giving access to all stub actions and details.
  • Options menu (⋮) — contains view options. Currently allows toggling the visibility of action pills in the feed.

Attachments

Attachments sent or received on a stub are rendered inline within their message bubble or email card. Different file types are handled differently:

File type How it renders
Images Displayed inline. Click to open in a full file viewer.
Videos Inline video player with playback controls.
Audio Inline audio player.
Documents (PDF, Word, Excel, PowerPoint, ZIP) File chip showing the file name, type, and an icon. Click to open.
Other files Labelled chip. Click to open.

Action Pills

Action pills are a record of every action that ran on a stub. They are hidden by default to keep the conversation view clean, but can be toggled on via the menu in the header.

When visible, action pills appear as small centred chips between messages, showing the action name in italics.

If an action failed, the pill turns red and displays a warning icon. Hovering over a failed pill shows the error message — useful for debugging process issues without leaving the Chat View.

Sender Identity

Each message displays the sender's name and a small icon indicating who sent it:

Sender Icon Colour
Human agent Headset Indigo
AI assistant Robot Purple
Customer (WhatsApp) WhatsApp logo Green
Customer (Email) Envelope Blue
Customer (Webchat) Comment Teal