Close Or Snooze Conversations
The Close and Snooze features allow you to handle conversations based on the resolution provided. Closing a conversation marks it as resolved, while snoozing temporarily hides it, bringing it back to your attention at a scheduled time. These tools help you prioritize your workload and ensure that no customer inquiry is overlooked.
Closing a Conversation
Once a customer's query has been resolved, closing the conversation marks it as complete.
Steps to close the conversations
- Open the conversation you want to close.
- Review the conversation to ensure all issues have been addressed.
- Click the "Close" button in the conversation toolbar.
- Confirm the closure if prompted
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There are 3 ways to close a conversation:
Snooze Conversations
Snoozing conversations allows you to temporarily hide them from your inbox until a specified time. This is particularly useful for follow-up tasks that need to be revisited at a later date.
Steps to Snooze Conversations
- Open the conversation you want to snooze.
- Click on the "Snooze" button in the conversation toolbar.
- Set the desired date and time for the conversation to reappear in your inbox.
- Confirm by clicking "Snooze."
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How to Access Snoozed Conversations
You can easily access snoozed conversations directly from your assigned inbox.
How to Clear a Snooze
- Locate the snoozed conversation in your inbox.
- Click on the conversation to open it.
- Select the "Remove Snooze" option to return it to its regular status.
