When you are ready to send the message, hit the Send button or press Enter on your keyboard to send it.
When you respond to an unassigned Contact, the Contact will be assigned to you automatically.
Assigning a Contact
There are two methods of assigning a Contact: Auto-assignment via Workflows and manual assignment.
Tips: Assigning a Contact to a User is important so that your teammates are aware of who is responding to the Contact.
If your business does not wish to assign the Contacts automatically, the assignment can be done manually via the Messages Module. Here is how you can assign a Contact to another User.
Automatic assignments can be set up using the Workflows Module. Workflows help you reduce manual work by automating processes. Learn more about Workflows here.
Resolving a Conversation
Once you have resolved a Contact's issue, close the conversation so the Contact is no longer in the Open Conversation queue. This reduces noise in your inbox.
When a conversation is closed, the Contact will no longer have an open conversation and will be unassigned from all Users. If you need to refer to the Contact or their conversation, look for them in the Contacts Module.
Users can use closing notes to provide a summary of their conversation with a Contact. Read more on Closing Notes.