ClickSabi Pro
Contacts & Messages
Working the Messages inbox
Views, assignment and what the queue is telling you.
Views
The inbox has Inbox, Assigned to me and Unassigned views, so a team can divide the work without losing the shared history.
Assignment
Assign a conversation to the teammate who owns the reply. Anyone with access still sees the thread.
Waiting on
Each conversation records who the next move belongs to: provider, customer, financing, documents, installation, or nobody.
Ordering the queue
Sort by priority, needs attention, unread, decision pulse, experience risk or recent activity, depending on how you want to work the list.
Internal notes
Notes added to a conversation are marked provider-only and are stripped out of the customer's view of the thread rather than merely hidden.
Related articles
- Contacts & MessagesDrafting replies and setting follow-upsComposer tools, quick replies, attachments and reminders.
- Contacts & MessagesHow messages reach the customer by emailEmail delivery, the sending domain, and opt-outs.
- Contacts & MessagesHow customers and providers stay connectedWhat a connected relationship is and what each side can see.
- Contacts & MessagesAdding a contactCreate a contact record, avoid duplicates, and optionally invite.
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