Conversations and Responses
Last updated
Last updated
When you click into a conversation, you can view the complete history with that contact.
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 âopenâ or âunassignâ status.
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:
Switch to the Private Note tab to send internal notes that are only visible to your colleagues.
