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Conversations, tags, notes and leads

Where it is: ChatFlint → Inbox.

Everything a visitor said is in the Inbox. The list shows the first question, the message count and the last activity; opening a row shows the whole transcript in order, with the session id and, if the visitor was logged in, the user.

Finding one conversation

  • Search matches the text of the messages.
  • Filter by tag narrows to one label.
  • The Inbox badge counts what is actually waiting on you — an unanswered handoff, a new lead, a pending erasure request.

Tags and notes

Each conversation takes free-form tags (comma separated, e.g. sales, bug, refund) and internal notes. Tags are for finding a group of chats later; notes are for the next person who opens this one.

Notes are never shown to the visitor and never included in an emailed transcript. They live in their own table, separate from the messages, precisely so that no export or transcript feature can leak them by accident.

Leads

Contact details captured by the lead form appear under Leads with their name, email, phone, message and source, and a link to the chat they came from — which is usually the more useful half, since it shows what the person was actually asking about.

Both lists export to CSV, so a lead can go into whatever you use to follow up, and a month of conversations can be read outside WordPress.

Handoff and resolved-by

A conversation that reached a human keeps that history: who replied, and who marked it resolved. When several people share the inbox, resolved by is what stops two of them answering the same visitor.

Deleting

Deleting a conversation removes its messages, its tags and its notes, and takes it out of the Dashboard numbers. It does not delete a lead that came from it — a lead is a separate record with its own retention. To erase a person across both, use the erasure request flow in Deletion requests and retention.

Still stuck? Ask the assistant in the corner of this page — it has read all of this — or send us a message.

Last updated September 18, 2026