Custom Status

Interactive Guide

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What are Custom Status

The Custom Status section in BotPenguin allows you to define and manage your own chat statuses for better tracking and workflow alignment within the Inbox. These statuses serve as labels to help your team identify the state of a conversation—such as "Pending Response", "Escalated", "Resolved"—and more, all based on your operational needs.

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Benefits of Custom Status

• Workflow Clarity: Clearly define stages in a customer conversation lifecycle such as “Follow-Up Needed” or “Waiting for User”.

• Color Coding: Assign a unique color to each status for immediate visual identification inside the Inbox.

• Custom Typing: Select the type of status—e.g., Open, Closed, or Pending—to fit your resolution flow.

• Inbox Optimization: Quickly filter and manage chats based on their assigned custom status.

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Guidance Video

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Steps to set up Custom Status

1. Log into your BotPenguin account by visiting app.botpenguin.com

2. From the left-hand sidebar, scroll to the bottom and click on “More”, then select “Settings” from the expanded menu.

3. Click on the third tab – “Custom Status” under the Settings section.

1. You will see a table listing all existing statuses, including their Name, Type, Color, and Action buttons like Edit or Delete.

2. Use the search bar to quickly find a custom status by typing its name.

3. To delete statuses, select one or multiple rows using the checkboxes. You can also use “Select All” to bulk delete.

4. To create a new custom status, click on the “Create Status” button in the top-right corner.

1. In the modal that appears, fill in the following:

   1. Enter the Status Name

   2. Choose the Status Type (e.g., Open, Closed, Pending)

   3. Select a Color to visually represent the status

2. Once complete, click “Create Status” to save or “Discard” to cancel.

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FAQ

Where can I access the Custom Status section in BotPenguin?

Go to More → Settings → Custom Status (third tab in Settings).

What are custom statuses used for?

They help categorize conversations in your Inbox based on your business-specific workflow stages.

Can I assign colors to statuses?

Yes, you can choose a color while creating each status for easy visual tracking.

What are the available status types?

You can choose types like Open, Closed, or Pending, depending on how you want to classify the chat.

Can I delete multiple statuses at once?

Yes, use the Select checkboxes or Select All bar to delete multiple statuses in bulk.

Can I edit an existing custom status?

Yes, click Edit under the Actions column next to the status you want to update.

Are these statuses visible in the Inbox?

Yes, these custom statuses will reflect in the Inbox, helping your team manage and filter conversations.

If everything is correct and you are still unable to move forward, write to us at [email protected]. We will respond back within 48 business hours.