Category
Conversations
Daily inbox operations, templates, and thread translation.
Manage conversations
Use status, assignee, labels, and priority to keep queues healthy.
Templates and thread translation
Respond faster with templates and preserve context across languages.
Inbox filter strategy
Use status, assignee, and source filters to process backlog with control and speed.
Assignment and transfer rules
Preserve ownership clarity through every handoff and escalation.
Internal notes and mentions
Coordinate internally in-thread without exposing internal context to customers.
Merge and deduplicate threads
Combine duplicate conversations to avoid split context and duplicate effort.
Reply quality checklist
Keep responses accurate, consistent, and operationally complete.
Close, snooze, and reopen policy
Standardize lifecycle transitions for predictable workload and cleaner reporting.