Articles

Client context, unidentified leads and saved views

Client context, unidentified leads and saved views Goal. Use the context panel to keep the...
Getting to know the inbox

Getting to know the inbox Goal. Find your way around the "Inbox": where the conversations from...
Replying, internal notes and assignment

Replying, internal notes and assignment Goal. Handle a conversation from start to finish: join...
The AI agent in the inbox

The AI agent in the inbox Goal. Know what the AI agent does in conversations, how to turn it on...