Chat
Use this topic for answer, assign, end, and archive conversations.
Before you start
- Use the correct company and an active account with permission for this workflow.
Where to go
Workspace → Chat
Audience
Business owners and support agents.
Permissions
- Only business owners and authorized support agents may manage this view.
Actions
- Assign conversation
- Use Assign conversation to support answer, assign, end, and archive conversations.
- End conversation
- Use End conversation to support answer, assign, end, and archive conversations.
Statuses
- Open
- The record is currently open.
- Assigned
- The record is currently assigned.
- Ended
- The record is currently ended.
- Archived
- The record is currently archived.
Workflow
- Open Chat.
- Review the record and its current status.
- Choose Assign conversation and confirm the result.
Expected outcome
Read the current saved state in the workspace after the permitted action; Help does not perform or verify the action.
Troubleshooting
- A conversation cannot be assigned
- Confirm the agent is active and available for chat