What can I do now? · v2.1.0
Bring customer context, team replies and follow-up work together so your team can see what needs attention and continue the conversation confidently.
What can I do now?
- Find customer conversations and organize them with your own labels.
- Review customer profiles and the work linked to each customer.
- Reply as a team, share original attachments and follow the result of a manual send.
- Move between AI replies and human help using your response controls.
Who is this useful for?
For owners, customer service teams and sales teams sharing customer conversations. A sales team member continues to see only the customers assigned to them.
What should I set up?
Review Customer Operations, choose labels that match your work and check your human handoff settings. Invite the right team members and assign their customers.
Access and important limits
Account permissions and customer assignments still apply. A connected messaging channel is needed to send replies. Check an uncertain send before trying again.
Where can I learn how to use it?
Use the related guides below for current steps, permissions and examples. You can open the next or previous update without leaving the Help Center.
Questions about this update
What should I set up?
Review Customer Operations, choose labels that match your work and check your human handoff settings. Invite the right team members and assign their customers.
Access and important limits
Account permissions and customer assignments still apply. A connected messaging channel is needed to send replies. Check an uncertain send before trying again.