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Inbox & live support

Reply, take over, resume, organise and work together.

17 step-by-step guides

Find conversations in Inbox

Understand the conversation list, filters, message timeline and context panel.

Take over a conversation from the AI

Pause automated replies so a staff member can handle a customer’s request.

Resume the AI after staff support

Return a conversation to automated support when the human intervention is complete.

Close and find completed conversations

Keep the active queue useful by finishing resolved support sessions.

Assign chats and mark priority

Make ownership and urgent work visible to the rest of your team.

Undo an Inbox management action

Reverse a recent supported status or management change with the keyboard.

Edit a message sent by a staff member

Correct an existing staff reply by loading it back into the composer and replacing the original.

Reply effectively and inspect answer sources

Use the full conversation and cited knowledge before answering or correcting a customer.

Understand the Visitors online view

Use visitor presence as context without treating it as a guaranteed live connection.

Add internal notes to a support conversation

Leave context for colleagues without sending the note as a visitor reply.

Use suggested replies and review rewritten text

Reduce repetitive typing while keeping every staff response accurate.

Pin, archive or delete an Inbox conversation

Choose the organisation action that matches your intent and understand the difference.

Share a conversation with an authorised colleague

Use the supported share action while keeping access and customer confidentiality in mind.

Send and review conversation attachments

Check files and delivery status separately from the text of a reply.

Block or unblock a visitor

Use the supported visitor controls for abuse while preserving enough context for staff review.

Configure live typing previews for staff

Understand the difference between a draft preview and a message the visitor has sent.

Review an agent’s conversation history

Inspect earlier questions and answers while keeping history review separate from active staff control.