Inbox Actions

Take action on inbox messages: create deals, link contacts, set reminders, reply, and export.

How to get there: Go to Team inbox in the left menu → open any conversation to see available actions.

The ⋯ menu on an open conversation, where playbooks and snooze live.

Create Deal from Message

Turn a conversation into a sales opportunity:

  1. Open a message in your inbox
  2. Click Create Deal
  3. Deal form opens with contact info pre-filled
  4. Add deal name, value, and notes
  5. Click Save

The deal is now linked to this contact and visible in your Deals pipeline.

Connect messages to contact records:

  1. Open the message
  2. Click Link Contact
  3. Search for the contact
  4. Select to link

Create New Contact

  1. Open the message
  2. Click Create Contact
  3. Contact is created from message info (email/phone)
  4. View the new contact profile

Once linked, you can see the contact's full history and details.

Set Reminders

Never forget to follow up:

  1. Open a message
  2. Click the Reminder (bell) icon
  3. Select date and time
  4. Optionally add a note
  5. Save the reminder

Reminder Indicators

  • Bell icon - Shows reminder is set
  • Notification - You're alerted when reminder is due

Clear a Reminder

  1. Click the reminder icon
  2. Click Clear Reminder

Reply to Messages

Respond directly from your inbox:

  1. Open the message
  2. Type your reply in the compose area
  3. Click Send

For email messages, your reply is sent as an email. For chat messages, it continues the conversation.

Live Chat Presence Signals

When you open a live chat conversation, the header shows whether the visitor is currently on the page:

  • Green dot + Active - Visitor's widget is polling right now (within the last 20 seconds)
  • Amber warning + Inactive - Visitor closed the tab, switched away, or lost connection

The signal flips to Inactive within about a second of a real tab close, so you know immediately whether the person is still there to read your reply.

Delivery Ticks on Agent Messages

Each message you send as an agent shows a small tick icon next to the timestamp:

  • Grey single tick - Message sent, visitor has not polled yet (not received in their widget)
  • Green double tick - Visitor's widget has polled since you sent the message, so it has been delivered to their screen

Delivery ticks mean the visitor's widget has the message. They do not confirm the visitor read it.

Email a Reply to an Offline Visitor

If the visitor is offline and their email is on file, the reply composer shows an Also email this reply to <email> checkbox above the message box. Leave it on to send the message as both:

  1. A message in the live chat (waiting for them when they return)
  2. A one-off email with a link back to the same conversation

The email uses your business name, the visitor's language, and reply-to matches your inbound email settings, so the visitor can just hit reply to continue the thread. A small envelope icon on the sent message confirms it was also delivered by email.

If the visitor has no email on file, you'll see a plain notice instead: they'll see the reply the next time they open the widget.

Export Inbox

Export your inbox data to Excel:

  1. Apply any filters you want (status, assignee, date)
  2. Click Export
  3. Download starts automatically
  4. Open the .xlsx file in Excel

What's Exported

  • Message content
  • Sender information
  • Date and time
  • Status
  • Assigned team member
  • Related contact info

Copy Conversation

Click Copy Conversation on an open thread to copy the full transcript as plain text to your clipboard. Handy for pasting into a ticket, an email, or internal notes without exporting the whole inbox.

Visit URL per Thread

Each thread surfaces the page URL the visitor was on when they started the conversation, so agents can immediately see the context (pricing page, checkout, a specific product) without asking.

Review Sources

See exactly which knowledge base articles your chatbot used to answer a question, and fix problems on the spot:

  1. Open a chatbot conversation in your inbox
  2. Find an AI reply that shows a Review sources link below the message
  3. Click it to open the sources panel on the right

The panel shows each source the AI read to build its answer. For each source you can:

  • View the content the AI used (click to expand)
  • Edit FAQ answers or training texts right there
  • Delete a source if it contains wrong or outdated information

Update the source that contains the wrong information, then start a new test conversation to check the result.

This is also available in the chatbot preview. Go to AI agents, open the chatbot, and click Preview to test and fix answers during setup.

AI Escalations Filter

The AI escalations filter shows only conversations the AI marked for human takeover. Use it as a triage queue so agents jump straight to threads where the bot has already decided a person is needed.

Message Actions Summary

Action What it does
Create Deal Start a sales opportunity from this conversation
Link Contact Connect to existing contact record
Create Contact Make new contact from message info
Set Reminder Get notified to follow up
Reply Send response to customer
Email offline visitor Also send reply as email when visitor left the chat
Review sources See and edit the knowledge base articles the AI used
Export Download inbox data to Excel

Review or improve a chatbot answer

Open Review sources below a chatbot answer. Above the sources, choose:

  • Ask Copilot to discuss the answer, for example, “Which source supports this price?” The existing inbox Copilot sidebar opens with this answer selected.
  • Improve this answer to describe what should change. Click Continue. Copilot checks the answer and sources, then proposes a change to a Q&A item or a behavior instruction.

Review the full proposal before clicking Approve. Use Edit to adjust it or Decline to keep the current content. Chatting about a change does not save it.

Your earlier Copilot messages remain in the same inbox conversation. Teammates with access can see this history too. Clear beside the selected answer returns to normal reply drafting without deleting the chat. If Copilot is still answering, your improvement waits until that reply finishes.