Use cases: status filter and archiving, and the Handover tag

This update brings two things: a status filter and archiving in the use cases list, and a Handover tag to count handovers to an agent made outside Live Chat Handover.

A filter to find your use cases by status

Before, finding the use cases in production or your drafts meant scrolling the whole list. Now a filter next to the search bar sorts the list by status.

All use cases: all your use cases, except archived ones
In production: published use cases. In the Advanced Builder, this filter is called Online
Drafts: unpublished use cases. In the Advanced Builder, it is called Offline
Archived: archived use cases
The number of use cases with each status is shown next to its name when it isn't zero
A clear message when no use case matches the filter or your search

The use cases list status filter, with the number of use cases for each status

Archive a use case without losing it

Before, the only way to tidy away a use case you no longer needed was to delete it, and deleting is permanent. Now you can archive it, then restore it whenever you want.

Archive: in the ⋯ menu of the row. The use case must be out of production: if Archive is greyed out with the hint Unpublish first (Flow Builder) or Set offline first (Advanced Builder), unpublish it or set it offline first
Undo: a message confirms the archiving and lets you undo it right away
An Archived tag appears on the use case, which leaves All use cases and shows up under the Archived filter
Restore: in the ⋯ menu of an archived use case. It comes back out of production, ready to be published again
No publishing by mistake: an archived use case can't be published or set online until you restore it (otherwise you get an error)
Delete is still available, including for an archived use case

The row menu in the use cases list, with the Archive option

An archived use case, with the Restore option in its menu

Flag a step as a handover to an agent

Before, a handover done any other way than with a handover step, for example after an API call to your helpdesk, didn't show up in your handover rate. Now you can flag it yourself.

Where to find it: in the Advanced tab of an Answer or User Input step, in the Handover tag section, turn on Mark as handover tag
What is counted: when the step runs, Analytics records a handover and adds it to your handover rate. In this rate, a conversation is counted only once, even if it goes through several handover types
Deflection and handover are exclusive: on an Answer step, turning one on turns the other off
Off by default: your existing use cases don't change, and neither do past conversations

The Handover tag setting in the Advanced tab of an Answer step

No action required

The filter and archiving are available in the use cases list, in the Flow Builder and in the Advanced Builder. The Handover tag is off by default and applies from the next time you publish the use case.

For a complete walkthrough, check out the Use Cases and Answers documentation.