Handle customer conversations
Last updated: 2026-05-28
Conversations land in the same agent console as calls. Each one shows the customer's name, the channel (📞 / 💬 / WhatsApp icon), the full history, and any CRM context.
What you can do
- Reply in the channel the customer used.
- Send quick replies — pre-written snippets your admin set up.
- Attach files — images, PDFs, audio.
- Transfer the conversation to another agent or team.
- Add an internal note — visible to colleagues, not to the customer.
- Resolve / close when you're done. Closed conversations stay searchable.
- Switch to voice — start a call from inside the chat if it'll be faster.