Conversations

Inbox filter strategy

Use status, assignee, and source filters to process backlog with control and speed.

Samdesk execution pattern

Use this checklist for consistent case execution:

Define owner and expected outcome before taking action.
Work in fixed sequence: triage -> action -> validation -> follow-up.
Log key decisions briefly so handoffs and escalations stay clean.

Goal

Turn the inbox into a priority queue rather than a raw chronological stream.

Flow

Start with Open + Unassigned.
Batch by source (form, booking, email).
Use mentions as fast escalation lane.
Finish with pending and resolved quality checks.

Inbox filters and queues

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