Conversations and customers
Manage chats, customers, actions, and team handoffs.
Use chats and conversation controls
Review customer conversations and control AI participation.
Use the Conversation Management Center
Track AI-handled conversations and quickly find conversations that need your team.
Organize customer profiles
Keep customer identity, status, notes, and conversation context useful.
Track customer actions
Follow bookings, requests, leads, and other outcomes collected during conversations.
Understand performance reports
Read customer-action and response metrics in the right context.
Use the Customer Operations inbox
Review conversations needing human attention and coordinate work without duplicate replies.
Manage customer profiles and contact data
Store contact details, preferences, and internal notes, and handle duplicate or archived profiles without losing chat history.
Manage the Client Actions workflow
Review required actions, open the source conversation, add team notes, then complete or reopen the action.