Conversation

The Conversation section is where your team handles live chats, takes over complex cases, reviews history, and checks email follow-up from the same workflow.

  1. All Conversations
  2. Human Handoff
  3. Archived
  4. Email Records

What each page is for

  • All Conversations is the main queue for day-to-day chat handling.
  • Human Handoff keeps active agent-owned conversations easy to spot.
  • Archived is the history view for review, QA, and returning cases.
  • Email Records helps you confirm follow-up that continued outside live chat.

Shared detail view

No matter which list you open from, the conversation detail view usually includes:

  • Messages
  • Ticket
  • Detail
  • Email
  • Orders

Common actions include translation, answer correction, email follow-up, reference lookup, blocking, and archiving.

Treat these four pages as separate queues with different purposes, not as one oversized inbox.