Tags depend on a plan with the campaigns feature. Without it, this section doesn’t appear.The Tartini interface is in Portuguese. Screen and button names appear here exactly as on screen, with the translation in parentheses.
Transfer to an agent
By default a new conversation arrives with no agent, under “Não atribuído”. Where to find it: at the top of the conversation, in the header, the arrows icon (tooltip “Transferir conversa”). On mobile: menu > “Transferir”.1
Open the transfer drawer
Click the arrows icon in the header.
2
Choose the Atendente (Agent) tab
Search by name in “Pesquisar atendente”.
3
Select the person
The list shows each person’s presence: online, away, or offline.
4
Click Transferir para atendente (Transfer to agent)
Or choose Nenhum (None) to remove the current agent.
Whoever receives the conversation is notified right away: “Nova conversa atribuída a você”.
Transfer to a department
Where to find it: same drawer, Setor (Department) tab.1
Open the Setor tab
In the transfer drawer, click Setor.
2
Search for the department
Type in “Pesquisar setor”. The list shows the departments in the conversation’s unit.
3
Click Transferir para setor (Transfer to department)
The button stays disabled if you choose the current department.
Log an internal note
By default the conversation has no notes. Where to find it: details panel > Detalhes (Details) tab > Notas (Notes) section.1
Click Adicionar nota (Add note)
Floating button in the Notas section.
2
Write the note
Fill in the “Adicionar uma nota…” field.
3
Save
Click Salvar (Save).
Notes logged by the system can’t be deleted.
Apply a tag to the contact
Where to find it: contact record, Tags card.1
Open the contact record
From the conversation’s details panel, click “Abrir ficha”.
2
Click Tag
In the Tags card.
3
Choose or create
Select an existing tag or type a new name and choose a color.
Tags are the audience criteria for campaigns. The conversation’s details panel shows the contact’s tags, but read-only.
Frequently asked questions
Is the agent who receives the conversation notified?
Is the agent who receives the conversation notified?
Yes, with a notification: “Nova conversa atribuída a você”.
Can I delete any note in the conversation?
Can I delete any note in the conversation?
Notes logged by a person can be edited and deleted; notes logged by the system can’t.