Use quick inbox tabs for the main conversation view, apply status/assignee/tag filters for a narrower queue and generate a date-range report when you need an export. Report generation and file download are separate steps.
Start with the queue you need
The All, Unread, Active, Assigned and Unassigned tabs provide quick views. Use search for a known contact, or open the filter control to narrow by status, assignee and contact tags. Apply commits the pending filter choices; closing without applying should not silently replace your current view.
An empty result can be caused by a combination of filters, not missing customer data. Review the active filter count and clear filters before escalating a missing-conversation report.
- Check the selected WhatsApp channel.
- Review quick tab and active filters together.
- Use tags consistently across the team.
Use pinning for priority, not ownership
A pinned conversation stays near the top so it is easier to revisit. Pinning does not replace assignment, a clear status or a team agreement about who will reply.
For a handoff, check the conversation context and the responsible person. Avoid two agents treating an unread count as proof that nobody else is handling the customer.
- Assign a follow-up owner.
- Keep status meaningful.
- Unpin when the priority is resolved.
Select the reporting period explicitly
Choose Current day, Last 7 days, Last 15 days, 1 month or a custom date range when exporting chat history. Check the workspace timezone and selected channel so the report matches the period you meant to review.
A queued report is not an error and is not yet a downloadable file. Open Download Reports to check completion. Generated report downloads remain available for seven days; download an authorized copy before expiry if it is needed for your approved business purpose.
- Verify range, timezone and channel.
- Wait for completed report status.
- Protect exported customer data and follow your retention rules.
Read campaign statuses as different outcomes
Campaign CSV reporting can help inspect recipient and delivery results. A provider acceptance, delivery, read and reply describe different stages; none alone establishes a sale.
Stopping a running campaign does not recall a message already sent. Before resending, check the intended audience, eligibility and campaign status to avoid duplicate or unwanted messages.
- Use the campaign date filter for the intended period.
- Inspect failures rather than resending every recipient blindly.
- Keep consent and suppression current.
Frequently asked questions
Where do I download a queued chat export?
Open Download Reports and wait for the generated file to be ready. A queued status means generation has not yet completed.
How long does a generated report remain available?
The report download is available for seven days after generation. The availability window is not permission to retain personal data indefinitely.
Sources and scope
Prepared with AI assistance using the product implementation, linked references and supplied illustrations. Interface details and platform requirements can change. Examples are not customer case studies or proof of availability in every workspace. Confirm the current interface and account permissions before making production changes.