Skip to content

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.