Taking over
Anyone on your team can take a conversation over. The moment they do, the agent steps out — it stops replying to that thread entirely. That is not politeness. Two voices answering the same customer, contradicting each other, is worse than a slower answer. When a teammate replies, the agent later sees that reply as its own prior turn, so it does not re-answer something a person just handled.Whose conversation is this?
Assign a thread to a teammate from the picker at the top of it, and it becomes theirs — they get a Mine tab in the inbox listing everything assigned to them, and everyone else can see at a glance who is dealing with it.Assigning is not the same as taking over, and neither one implies the
other.Taking over is a fact: somebody replied, so the agent stands down. Assigning
is a decision about who is responsible, and you can make it before anyone has
replied — the agent keeps handling the conversation until a person actually
answers.So you can hand somebody a thread to keep an eye on without silencing the
agent, and you can take a thread over without claiming it.
Saved replies
The answers you send twenty times a day — opening hours, refund timings, “could you share your order number?” — kept in one place so everybody sends the same sentence. Add them in Settings → Saved replies, and insert one from the button under the reply box in the inbox. It is added to whatever you have already typed rather than replacing it, so you can write a line of your own and then reach for the policy.Saved replies belong to the workspace, not to one person or one agent, and
anybody on the team can add or edit one. That is the point: the value is that
the refund policy does not drift between teammates.
Internal notes
You can leave a note on a conversation that the customer never sees. Notes are your team talking about the customer, not to them, and they are never replayed to the model — an agent that read one would believe it had said that out loud.Statuses
Assignment sits alongside these rather than among them: a conversation can be
active and assigned, or taken over by one person while assigned to another —
which is exactly what happens when somebody covers a colleague’s thread.