How do I use Client Actions to follow customer requests?
Client Actions collects cases that require a team step, such as follow-up, pending replies, orders, bookings, or cancellations. Filter the list, review details and the source chat, add notes, then mark the action complete or reopen it.
- Start with Pending and high-priority actions.
- Read the source conversation before deciding.
- Use Done only after the required operational step is complete.
Recommended workflow
- 1
Open Client Actions and select Pending.
- 2
Filter by type, category, and date.
- 3
Open the action and read its description, fields, and existing notes.
- 4
Open the source conversation when you need context or must contact the customer.
- 5
Add a company note and mark Done, or reopen the action when work returns.
Frequently asked questions
Can I reopen a completed action?
Yes. Use Reopen when the action requires new work.
When should I export CSV?
Use it for an authorized operational review outside the system while protecting customer data.
How is Client Actions different from Customer Operations?
Client Actions tracks a required task or result; Customer Operations organizes conversations requiring human attention now.