Separate Sessions for Marketing and Utility

How to view Marketing chat sessions

  1. Open a chat record where a marketing message has been sent.

  1. Click the Chat Sessions tab.

  1. Select All Chat Sessions - Internal Purpose, you will now see a separate session labeled Marketing alongside Utility.

How to view Marketing messages in the Chat UI

  1. Open the Chat UI.

  2. Click the three-dot menu.

  1. Select Include Marketing to display both Utility and Marketing messages in the conversation view.

  1. Select Exclude Marketing to view only Utility messages.

Marketing Session Closure

  • Session validity: A Marketing session remains open for 30 days by default.

  • Session closure: If a customer responds by clicking a button in a marketing message template, the session will automatically close.

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