Conversations and Responses

When you click into a conversation, you can view the complete history with that contact.

Change Conversation Status

Click the top right status menu to update the conversation status. You can assign the conversation to a specific agent/team, or change it to “open” or “unassign” status.

Message Responses

Type your message directly in the editing area, or click "+" to send an Attachment, Template Message, Saved Reply, or Flow.

On the mobile app, you can also access AI Tools for AI Writer or AI Doc Reply features.

For guidance on using AI Tools, refer to the web version, which functions similarly:

Send Private Note

Switch to the Private Note tab to send internal notes that are only visible to your colleagues.