🚫 Utility of Client Blocking
This functionality is designed to help you maintain a healthy database and protect your team. It is especially useful in two main scenarios:
Block clients who explicitly express the desire to stop receiving notifications or campaigns from your company.
Restrict access to users who display inappropriate, abusive, or aggressive behavior toward the agent serving them.
🔐 Permissions and Important Rules
Before proceeding with a block, you should keep in mind how the permissions system and platform behavior work:
Authorized roles: By default, only users with Administrator and Supervisor roles can block clients.
Permissions for Agents: An Administrator can manually grant blocking permission to Agents by accessing Settings > User Management > Roles and Permissions.
Visibility (Disappearance): When a client is blocked, they will stop appearing in your searches and in your conversation inboxes. They will automatically be moved to the special "Blocked Clients" module.
Impact on Campaigns: If a blocked client is found in the target list of a mass campaign, the system will protect your line. The send will result in "Failed," detailing that the client is blocked and, therefore, will not receive the message.
⚙️ Step by Step: From the Clients Module
If you are organizing your database and need to block one or several users from the general panel, follow these instructions:
Enter the left sidebar menu and click on the Clients Module.
Select the specific client you wish to block.
Click the upper Block Client button.
In the pop-up window, select the exact reason for the block to maintain a clear record.
Click the Block button.
💡 Helpful tip: The blocking process may take a few seconds to take effect. If you need to save time, this module allows you to block several clients at once by simply selecting their respective checkboxes before pressing the block button.
💬 Step by Step: From an Open Conversation
If a client becomes aggressive during a live chat or requests service cancellation at that moment, you can block them immediately without leaving the management screen:
Within the active conversation, go to the right panel with the user's information.
Click the Block Client button.
Choose the reason for the block in the dropdown window.
Confirm the action by clicking Block.
Protect the quality of your service and your line's reputation! 🚀
Using the blocking function will allow you to safely manage conflicting users and professionally respect the privacy preferences of your contacts. ✅