Overview
Respond consistently and keep every conversation moving.
Before you start
Step-by-step guide
Step 1
Open a reply, classify it and assign the next Action
Open /inbox and open a reply, classify it and assign the next action.
Expected result: The conversation has an owner and a traceable next step.
If it fails: If the expected state does not appear, use the page retry action and confirm your workspace and permissions.
Tips
- Complete the workflow in the workspace where the underlying customer data belongs.
Common mistakes
- Working in the wrong workspace. Confirm the workspace switcher before making changes.
Troubleshooting
- The control is unavailable: Check your role, plan and integration health, then retry.
Best practice
Use this workflow to achieve: Respond consistently and keep every conversation moving.
Continue in Gain Momentum
Open the feature for this guide when you are ready to apply it.
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