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Work through your inbox

Your inbox holds the messages and callback requests your agent took. Mark each one done once you've handled it.

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Open your inbox

  1. In your dashboard, open Inbox. The menu shows how many messages are unread and whether one is urgent.

    The inbox with an urgent message from Maria Lopez under Needs attention
  2. Needs attention lists what is still open, Done what you've handled. To filter, use Read state, Received from and To.

  3. To mark every message as read at once, choose Mark all as read.

Each message shows its priority: Emergency, Urgent or Normal. Missed transfer means your agent tried to transfer the call and nobody answered.

Handle a message

  1. Choose a message. You see the caller's words, the handover note and the details your agent took.

    A message from Maria Lopez with the caller's words, the handover note and the details
  2. To hear or read the whole call, choose Open call.

  3. To keep the caller in your contacts, choose Save contact.

  4. Once you've handled it, choose Mark done. To open it again, choose Reopen.

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