Receive and organize conversations
Use inboxes and teams to separate operating flows, then use statuses, labels and attributes to organize follow-up.
- Assign the conversation to a clear teammate or team.
- Update status to reflect the follow-up stage.
- Use labels and attributes consistently across the team.
Collaborate without confusing the customer
Use private notes to pass context or ask a teammate for help without sending those messages to the customer.
- Read the available history before replying.
- Use a private note when the message is only for the team.
- Transfer ownership clearly when responsibility changes.
Review operating quality
Review open and delayed conversations and work distribution regularly. Customer satisfaction surveys can be enabled in supported flows depending on workspace configuration.
- Review conversations without an owner.
- Standardize how conversations are resolved.
- Use CSAT results as a review signal when enabled.
Ready to start?
Create your account and begin preparing the workspace, or sign in if you are already a customer.