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Direct Messages

C
Written by Cary Olson
Updated over a week ago

The “Engagement - Direct Messages” module in the OneSight system serves as a centralized management hub for private messages across multiple social platforms. It enables real-time synchronization and unified management of all direct messages from authorized platforms, including Facebook and Instagram.

Through this module, operators can reply to messages and review historical conversations across platforms within a single interface, eliminating the need to switch between native social platform backends. This significantly reduces operational overhead. In addition, the module retains complete message data to support post-campaign review, process auditing, and user behavior analysis, ultimately enhancing overall team collaboration and operational efficiency.

Access Path:
Left-side navigation menu → EngagementDirect Messages

1. Filtering Capabilities

Supports multi-dimensional, combined filtering to help users quickly locate target messages and substantially enhance message search and processing efficiency. Available filters include:

  • Keywords: Search and filter based on message content or contact information.

  • Date: Filter by custom time ranges or relative periods (e.g., last 7 days, last 30 days).

  • Profiles:

    • Profile: Filter by social accounts across different platforms.

    • Profile tags: Filter by configured social account tags (Prerequisite: tags must be manually assigned to accounts in advance).

  • Message types: Filter by direct message type, including Direct Message, Story Reply, and Story Mention.

  • Interaction tags: Filter content by interaction tags ​(Prerequisite: tags must be manually assigned to content in advance).

  • Contact tags: Filter content by contact tags (Prerequisite: tags must be manually assigned to contacts in advance).

  • Sentiment: Filter messages by sentiment, such as positive or negative.

  • Priority: Filter by message handling priority.

  • Message intent: Filter by identified intent types, such as complaints or praise.

  • Languages: Filter by the language used in messages (e.g., German, English).

  • Internal Notes: Filter based on whether internal notes have been added.

  • Settings:
    Configure automatic completion rules via toggles to mark messages as completed when specific actions are performed, including:

    • Automatically mark as completed when hiding or deleting a comment

    • Automatically mark as completed when liking a post or comment

    • Automatically mark as completed when marked as spam message

2. Direct Message Reception & Management

  • Real-Time Message Synchronization:
    The system automatically synchronizes direct messages from all authorized social platforms, ensuring that no messages are missed and all content is available for real-time review.

  • Message List Display:
    Direct messages are displayed in a conversation list format, allowing users to quickly identify and access communication records with different contacts.

  • Multi-Level Management Operations

    • Conversation-Level Actions

      For an entire direct message conversation, users can perform the following actions:

      • Open the direct message conversation on the native social platform

      • Mark all messages in the current conversation as Completed

      • Generate an AI-powered conversation summary to quickly capture key discussion points

      • Reply to direct messages:

        • Compose custom replies

        • Select predefined reply templates

        • Insert images and emojis

    • Single Message Actions

      For individual direct messages, users can perform the following actions:

      • Translate message content

      • Add / remove interaction tags

      • Add / remove internal notes

      • Mark as Completed / Mark as Incomplete

  • Contact Details

    For contacts associated with direct messages, users can perform the following actions and view relevant information:

    • Open the contact profile on the native social platform

    • View contact behavior analytics (including message volume, sentiment tendency, commonly used languages, and recent activity time)

    • Add / remove contact tags

    • Edit basic contact information (company, job title, phone number, email, etc.)

    • Add internal collaboration notes to support team coordination and follow-up tracking

3. Export

Supports one-click export of all content under the current filter conditions to XLSX (.xlsx) format, enabling data retention, analysis, and cross-system integration.

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