Mark a conversation as spam
Last Update: Oct 2024 • Est. Read Time: 3 MINYou can mark conversations as spam that you no longer want reaching your inbox. Conversations marked as spam are automatically marked as Done in the customer's timeline. You can then view a list of these items to see what conversations or customers are increasing the amount of spam in your agent's inboxes.
Who can access this feature? | |
User types | Admins can access the Business Rules page. |
In this article:
- Prerequisite
- Mark a conversation as spam
- View conversations marked as spam
- Unmark a conversation as spam
- Remove permission to mark conversation as spam
Prerequisite
To ensure that conversations marked as spam are automatically marked as Done, go to Settings> Platform > Business Rules, and turn on the Automatically close spam conversations business rule.
Mark a conversation as spam
To mark a conversation as spam, while in a conversation, go to Conversation Options and select Mark As Spam.
The conversation will be marked with a spam icon to help you clearly identify spam in your timeline.
All conversations marked as spam are automatically marked as Done and removed from your inbox.
- If the conversation is an email, the email address is automatically added to the Spam Filters block list and all future email conversations from them are automatically filtered out of your inbox.
- If the conversation is a non-email channel, the conversation is marked with the spam icon.
Note: These users are not added to the Spam Filters block list. To block users from contacting you through a non-email channel, you must block them directly from that channel. For example, if you want to block an Instagram user, you must block them on Instagram itself.
- For organizations using Queues & Routing, these emails won't get routed to an agent.
View conversations marked as spam
All conversations marked as spam are also automatically added to a saved Spam search so that you can easily view emails marked you can run a search to see a list of them.
You can also run your own search to see a list of these conversations.
To run a search:
- Go to Searchesand select New.
- Enter the following criteria for the search: Conversation Spam is true
A list of spam conversations will appear in your search results.
Unmark a conversation as spam
To remove the spam indicator from a conversation, go to Conversation Options and select Unmark as Spam.
Note: Unmarking a conversation as spam automatically removes the sender's email address from the block list. See Manage spam filters for more information.
Remove permission to mark conversation as spam
You may not want some users or teams to have the ability to mark conversations as spam. You can remove access to this feature by creating a new permission set.
- Go to Settings> Users > Permission Sets.
- Select Add Permission Set. We recommend you use the Best Practice Template.
- Select Create Permission Set.
- Enter a name such as, Remove mark spam permission.
- Expand the Object Permissions section and select to edit the Customer object.
- Select Access to Customers in the Define Access Level drop-down menu and select Read/View. You can grant additional access, if necessary.
- Select Save Changes and then Yes, Same Access. This will apply the same access to lower-level objects.
- Selectto edit the Conversation object permissions and then select the Attribute Permissions tab.
- Find the Spam attribute and clear the Edit checkbox.
- Select Save Changes and then Save Changes again to save the new permission set.
- Assign the members of your organization to this permission set by going to the Users or Teams settings page, selecting the Permission Sets tab, and finding the new permission in the Custom Permission Sets section.
Note: If the users or teams are assigned to another permission set that allows them access to the Spam attribute, this change will not remove that access. Review any other permission sets to ensure they don't have access.