What can I do now? · v2.13.0
Conversations now open beside your customer list, your team can bring in the AI whenever it needs to, and every daily list shows each customer’s stage.
What can I do now?
- Conversations open beside the customer list, with Customer details next to the chat.
- Filter conversations and the Operations Inbox by stage and owner.
- Ask AI to reply works on any customer message, even in manual mode.
- Follow-up message lets your team send one AI follow-up guided by a short note.
- Team members have Tasks, Conversations and Service cases, and a case can return to the first team.
- Export a calling list to Excel with your chosen columns and a report sheet.
Who is this useful for?
For owners, managers and team members who answer customers every day.
What should I set up?
Open Conversations from the side menu. To use Follow-up message, your account needs AI follow-up connected. Team members need AI replies enabled.
Access and important limits
Team members see only their assigned customers. Both AI actions need control of the conversation and are sent only when someone presses the button. A sent message counts against your balance, and Messenger’s 24-hour limit still applies.
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?
Open Conversations from the side menu. To use Follow-up message, your account needs AI follow-up connected. Team members need AI replies enabled.
Access and important limits
Team members see only their assigned customers. Both AI actions need control of the conversation and are sent only when someone presses the button. A sent message counts against your balance, and Messenger’s 24-hour limit still applies.