When the only conversations in To do are the ones that need action, nothing that is waiting on your team gets buried under conversations that are already handled. It keeps the team focused, and it makes it obvious when a guest is waiting on a reply.
Marking a conversation done
Open the conversation and select Mark as done, or pressE. The conversation moves out of To do and into the Done tab, where it stays searchable.
Done is not permanent. Two things bring a conversation back:
- The contact replies, which returns it to To do automatically
- You move it back by hand from the dropdown on the conversation (by clicking on Mark as Todo)
Snoozing to Follow up
Use Follow up when you cannot deal with something yet but do not want it to disappear. Typical cases are waiting on a supplier, waiting on a payment to clear, or stepping away and wanting the conversation back in an hour.- Open the conversation and select Follow up, or press
Z - Choose when it should return: 1 hour, 4 hours, Tomorrow, or a custom date and time such as Friday at 9:00 AM
- Optionally add a note explaining why it is snoozed
- Send
A follow up note is worth writing even when the reason feels obvious. Whoever picks the conversation up when it resurfaces may not be you, and the note is the only context they get. The guest has no visibility into the notes you send.
Keyboard shortcuts
The four actions you use most each have a shortcut, so you can work through To do without reaching for the mouse.Keeping the list manageable
Filters narrow the list by category, conversation tag, or escalation status, and custom views save a set of filters your whole team can use. If you are starting with a large backlog, for example after connecting a PMS that has been running for years, clear it with bulk actions rather than working through history one conversation at a time.Frequently asked questions
Does marking a conversation done delete anything?
Does marking a conversation done delete anything?
No. Done is a status, not deletion. The conversation stays searchable in the Done tab, and it returns to To do if the contact replies.
Can the guest see my follow up note?
Can the guest see my follow up note?
No. Notes are internal to your workspace and are never shown to the contact.
What happens if a guest replies while a conversation is snoozed?
What happens if a guest replies while a conversation is snoozed?
A new inbound message moves the conversation back to Todo.
Is there a limit to how far ahead I can snooze?
Is there a limit to how far ahead I can snooze?
The custom option lets you pick a specific date and time, so you are not restricted to the preset choices.
Where do conversations the agent could not answer go?
Where do conversations the agent could not answer go?
They stay in To do and also gather under Escalations, so you can work them in one place. See Escalations and AI tags.