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Manage conversations

Use statuses, assignments, priorities, and internal notes to keep support moving.

Last updated June 3, 2026

What this guide covers

Use the inbox to review customer context, collaborate with teammates, and keep every conversation moving toward resolution.

Daily workflow

  • Open a conversation
  • Read customer context
  • Add an internal note
  • Assign a teammate
  • Change priority
  • Resolve or reopen a conversation

Team habits

Document the conventions your support team should follow so the inbox stays consistent as volume grows.