TEAM COLLABORATION

Every conversation has a clear owner.

Assign customer chats, keep private context with your team and make the next follow-up visible.

Your customer sees a helpful conversation. Your team sees the work behind it.

Customer conversation

Open

Priya Sharma

Pricing enquiry

Can you share the pricing details?

I'll send the options and help you choose.

Private note

Interested in AI Operations. Follow up after sharing pricing.

Assign the conversation

Give the right teammate clear ownership.

Keep the context

Add private notes beside the customer chat.

Set the next action

Create a task with an owner and due date.

KEEP WORK MOVING

The next reply should not depend on memory.

See who is responsible for each customer conversation.

Share internal notes without sending them to the customer.

Keep calls, replies and next actions in view.

Team handoff and follow-ups are included in Professional and AI Operations.