Bring your team into the conversation

1. 01

   Review automated, queued and assigned conversations.

2. 02

   Claim or open the conversation and read the context and customer information.

3. 03

   Reply based on the customer’s needs; use AI writing tools when helpful.

4. 04

   Resolve the conversation or continue follow-up according to your process.

Review the content and next steps before sending a customer reply.