# Miscellaneous ## How to add [User Tags](https://docs.quickreply.ai/product-modules/concepts#tags)? 1. Open the chat in the **Conversations** module.
2. Click on the **Tag icon** at the right of the chat window.
3. Choose an existing tag or type in to create a new one.
4. Click **Create New Tag**, which will now be associated with the conversation and also available for other conversations.
## How to change the [Lead Stage](https://docs.quickreply.ai/product-modules/concepts#lead-stage)? Lead Stages help track a customer’s journey, from being a new lead to conversion. Businesses can update lead stages to keep customer data up to date. **To Change Lead Stage:** 1. Open the chat with the customer.
2. Click on **Lead Stage i**n the user profile panel, and it will show you a **drop-down.**
3. Select the appropriate lead stage (e.g., "New Lead," "Interested," "Converted").
4. The update will be reflected in the system instantly.
## How to modify user details? Agents can edit customer details like name and email to ensure accurate CRM data. **To modify User Details:** 1. Open the chat with the customer.
2. In the **Customer Profile panel**, click on the Name or the Email, enter the new details, and click **Save**.
## How to copy user details and [attributes](https://docs.quickreply.ai/product-modules/concepts#customer-profile)? Agents can copy user details and custom attributes for documentation or external use. **How to Copy User Details:** 1. Open the chat and navigate to the **Customer Profile panel**.
2. Click on the **Copy User Profile** button next to the heading ‘Profile,’ and the value will be copied to the clipboard.
3. Similarly, navigate to the A**ttributes** panel.
4. Click on the **Copy User Attributes** button next to the heading ‘Attributes,’ and the value will be copied to the clipboard.
## How to delete a conversation? Agents can delete old or irrelevant conversations to declutter their inbox. Note that deleting a conversation is **permanent** and cannot be undone. 1. Open the chat you wish to delete.
2. Click on the **More Options (⋮) menu** on the right of the chat window.
3. Select **Delete User,** type in “Delete”, and confirm.
## What is the bot cool-off period? The **bot cool-off period** is the time during which the bot does not intervene after an agent takes over a conversation. This prevents automated responses from conflicting with live agent replies. **Key Details:** * The bot remains inactive after an agent responds for a pre-configured time. * Once the cool-off period ends, the bot can re-engage with the customer if required. * The duration of the cool-off period can be configured under bot settings. ## What are failed messages Messages can fail to send due to various reasons, such as: * **The user is inactive or has blocked the business.** * **The WhatsApp template is not approved.** * **The message exceeds the allowed time window (e.g., 24-hour rule).** * **Network or API errors.** ## What are skipped messages Messages that are not delivered due to pre-configured rules * Promotional message limit breached for X promotional messages in the last Y days. * Non-engaging customer for the last X days. (dead audience filtering) * Geofencing restriction. * Utility Fallback message capping breached. * Marketing message capping breached. ## What are Shopify features available in Conversations QuickReply’s Shopify integration allows agents to view and create orders directly from the conversation window. ### View Orders of a User Agents can view a customer’s past orders within the chat interface. **To View Orders:** 1. Open the conversation with the customer.
2. In the **Customer Profile panel**, navigate to the **Shopify Orders** section.
3. Click **on the Shopify icon** to see the list of past purchases.
### Place an Order on Shopify from Conversation Agents can place an order on behalf of a customer within QuickReply, streamlining the sales process. **To Place an Order:** 1. Open the chat with the customer.
2. In the **Shopify Orders section**, click **Create Order**.
3. Select the products, quantity, and shipping details.
4. Select Payment status from Paid/Pending/Partially Paid. Click on **Create Order**, and it will be created on Shopify.
## Flash Responses Agents can set up flash responses or saved responses. To create a new Flash response: 1. From the sidebar, open flash responses
2. Click on "+New Flash Response"
3. Add a short name to recognize the flash response. And fill in the text, what the agent wants to send to a user when clicking on the short name. 4. Optionally, you can choose to share with other agents too by turning on the Shared switch.
5. Click on Add.