- Inbox — inbound conversations you still need to handle
- Sent — outbound
- Archive — archived conversations
How do I hand off a message to someone on my team?
There is no button labeled “hand off.” You assign the conversation.- Open Inbox.
- Open the message menu (⋮ Open options).
- Click Assign to a team member.
- Pick the associate.
How do I get a message out of my inbox?
- Open Inbox or Sent.
- Open the message menu (⋮).
- Click Archive.
Can I sort messages by category?
There is no sort control. Conversations are listed newest first. To filter by topic:- Click Topics.
- Choose All Topics or a topic name.
How do I search messages?
- Use Search Inbox, Search Sent, or Search Archive.
- Optional: All Channels, Text Messages, or WhatsApp when both channels are on.
How do I add a team comment?
- Open the message menu (⋮).
- Click Add a team comment.
- Or click Team comments on the row.