Conversations

Articles

• How Conversations work

  All client messages in one place: one client, one thread across all their channels, views, folders and search.

• Conversation modes: AI, Human, Pause

  Who replies to the client in a conversation — the AI employee, a person or no one — and how to switch the mode.

• AI drafts: checking replies before they are sent

  How to review an AI employee’s replies before they reach the client: drafts, the Send and Reject buttons.

• Handing a conversation over to a person

  How to take a conversation from the AI and give it back, and what happens when the AI can’t reply to a client itself.