All lessons
7
2 min read·3 steps
Answer in Conversations
Every chat, every reply to your follow-ups and every piece of feedback, in one place.
- 1
What lands here
Portal chats and replies to your follow-up emails land in Conversations, one thread per customer. "To answer" holds what is waiting, "Needs a person" what a customer asked you to handle, and "Done" what you have handled.
- 2
Feedback
Survey answers and star ratings left without contact details go to the Feedback tab: there is nobody to reply to, so read it and click Got it.
- 3
Reply
Open a conversation, click Draft with Alfred (or write your own; "Refine with Alfred" polishes it), then Send. Sending moves it to Done. If nothing needs saying, click Mark done; Reopen brings it back.