Guides for conversations and customers.
Reply to and assign conversations
— Handle customer messages, transfer ownership and finish conversations.
Find and review archived conversations
— Use archives to find completed conversations and review their context.
Organize conversations with tags
— Create consistent labels so your team can find and report on related conversations.
Create and use canned responses
— Reuse approved response text while keeping each customer reply relevant.
Enable and troubleshoot file sharing
— Choose whether agents and website visitors can send attachments.
Forward conversation transcripts
— Send transcripts of newly archived conversations to an approved email address.
Use visitor details and live traffic
— Use visitor context to understand a request before starting or replying to a chat.
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