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watsi

Team & settings

Command menu (⌘K) and My commands

With ⌘K you assign, resolve, move stages or find a contact without leaving the keyboard. In My commands you save several steps you repeat as a single command.

watsi's command menu opens with ⌘K (on Mac) or Ctrl+K (on Windows). From there you assign a conversation, resolve it, move it to another stage, create a contact, go to any page or search for a contact or a message, without touching the mouse. And in My commands you turn the steps you repeat every day — for example, resolve and go back to the inbox — into a single command.

Keyboard shortcuts

ShortcutWhat it does
⌘K / Ctrl+KOpens the command menu
⌘/ / Ctrl+/Shows every keyboard shortcut
⌘I / Ctrl+INew internal note in the open conversation

Inside the menu, move with the arrow keys, pick with Enter and close (or go back one step) with Esc. Commands ending in "…" open a second step to pick a value, such as who to assign.

What you can do from ⌘K

Type in Type a command or search…. Commands are grouped like this:

Current conversation

With a conversation open: Assign to…, Remove assignee, Escalate to a human, Turn the AI off / on, Move stage…, Change status…, Resolve, Mark as unread and Block contact.

Create

Create contact…, Import contacts…, New conversation…, Create agent…, Create quote…, Create command…, Send template…, Schedule appointment… and Add to knowledge…, among others.

Go to

Any page you see in your sidebar: Chats, Contacts, Campaigns, Calendars, Integrations, Settings and the rest.

Search

If what you type isn't a command, you can search for it in contacts or in messages.

You only see the commands your role allows you to use.

My commands

My commands saves a sequence of steps you already do by hand — resolve, move stage, assign — and runs all of them from ⌘K. Everyone has their own: nobody else on the team sees your commands.

  1. 1

    Open My commands

    Go to Settings → My commands, or type "Create command" in ⌘K.

  2. 2

    Create the command

    Click New command and give it a Name (for example, "Close as VIP"). If you want a starting point, use Start from an example.

  3. 3

    Add the steps

    Under Steps, use Add a step… and pick commands from the menu. The ones that need a value, such as assigning, stage or status, ask you to pick it. A command can hold up to 20 steps.

  4. 4

    Save it and use it

    Click Save command. From then on it shows up in ⌘K, in the My commands section.

A command's steps run in order and can't be undone. If one fails, the command stops there and tells you which step it reached.