Help Desk
Conversations
Monitor and respond to customer chats from one support inbox.
Review conversations
Open Inbox from the agent sidebar. Select a conversation to read its messages and customer context. Conversation history includes exchanges from connected channels and the website widget.
Handle a conversation
- Choose Your inbox, Open, Unassigned, a Support Desk state, or a channel from the Inbox navigation.
- Read the recent messages and customer context before replying.
- Check the AI/human handling state and assignee.
- Choose Reply for customer-facing text or Note for internal collaboration.
- Send only after checking the composer mode, then confirm the message appears in the conversation.
Replies and notes
Replies are customer-facing. Notes keep investigation context inside the support workspace. Use an internal note for a handoff summary, ownership decision, or information another teammate needs.