
Find a conversation
The left panel shows conversations and their latest activity. Filter the list by All, Web, or SMS. Each item shows:- The contact, visitor, phone number, or email address.
- The latest message preview.
- The latest activity time.
- A web chat marker when the conversation came from the widget.
Review a conversation
Open a conversation to see its message timeline. The thread shows inbound customer messages, outbound AI or operator messages, and the time for each message.Send a reply
1
Open a conversation
Select an SMS or website chat conversation from the list.
2
Write your reply
Use the composer at the bottom of the thread.
3
Send the message
Click Send.
Take over or resume AI
Website chat threads show their current automation state in the header. Click Take over when an operator should handle the conversation. Sending a reply in a website chat takes it over too, so the AI doesn’t answer alongside you. Click Resume AI when the website assistant should respond again. While your team has a website chat, the AI doesn’t answer it and the visitor sees that a team member will reply. If the visitor still has the chat open, your replies show up there right away. A full web address, starting withhttps://, shows there as a link the visitor can open in a new tab. A chat stays with your team, and under Action required on the home page, until someone clicks Resume AI. When a website chat has had no messages for a day, the visitor’s next message starts a new chat.
SMS threads do not show the AI handoff control. Replies from this page are manual.