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Advanced Features

This section gathers the tools that help teams scale ChannelX beyond day-to-day replies — finding the right conversations, enforcing data quality, personalising messages, and building real-time integrations.

What's covered:

  • Conversation filters narrow a busy inbox down to exactly the conversations you care about.
  • Sorting controls the order conversations appear in, so the most urgent or oldest surface first.
  • Required conversation attributes make agents capture key data before they can resolve a conversation.
  • Pre-chat forms collect visitor details before a live-chat conversation begins.
  • Template variables insert dynamic details like a contact's name into messages.
  • WebSocket connections stream real-time platform events to your own clients.

In this section

  1. Conversation filters — build precise queries with AND/OR logic.
  2. Pre-chat forms — gather visitor information before a chat starts.
  3. Template variables — personalise messages with dynamic placeholders.
  4. WebSocket connections — subscribe to real-time events.
  5. Sorting — order conversations by activity, creation, priority, or wait time.
  6. Required conversation attributes — enforce fields on resolution.