How Do I Use and Manage My Conversation Tabs?

Introduction

Conversation tabs are an essential feature that helps agents efficiently manage multiple customer interactions simultaneously.

What are the conversation tabs for?

The tabs allow customer service agents to keep track of different customer interactions in separate, easily accessible tabs. Each tab represents a unique conversation, helping agents quickly switch between ongoing issues without losing context.

Conversation tabs also include visual notifications to alert the agent when a new message is received. This ensures no conversation is missed.

Plus icon conversation tabs

Next to your dashboard or conversation tab you find a plus button. If you click on the button a new conversation will open and you can start a conversation after you fill in the information and choose a channel.

In summary, conversation tabs help customer service agents stay organized and responsive by providing a quick, visual way to manage multiple customer interactions, ensuring faster and more efficient service.