Collaborative Checklists & Agent Task Assignments

Collaborating on Conversations with Support Checklists

Coordinate customer actions by creating tasks directly inside support tickets.

How to Use Tasks:

  1. Open any active conversation in your inbox.
  2. Find the Tasks tab on the right side of the chat panel.
  3. Add a task, set a description, and assign it to a staff agent.
  4. Mark tasks as complete as your team progresses.
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