Clear ownership. Better handoffs. One informed team.
Make shared customer work easier to coordinate. Assign the next step, leave the background for colleagues and keep conversation and support context together.
Support identifies that the customer wants advice about a new purchase.
The agent records a short internal note and assigns the conversation.
Sales reads the background and follows up without making the customer repeat it.
Product scene · example interfaceThis interface uses example data. Nothing is sent, booked or charged.
Team collaboration
Built for the work behind the conversation
01
Know who is handling the request
Use assignments to make responsibility visible. Teammates can distinguish work that needs an owner from conversations already being handled.
02
Add context before handing over
Internal notes capture the details a colleague needs. Keep the explanation with the conversation instead of splitting it across separate team messages.
03
Connect service and customer history
Use customer profiles and ticket activity to understand the wider relationship. Access controls decide which records each teammate can view.
How it fits into your day
A support question needs the sales team
Workflow · example data, not a customer result
01
Support identifies that the customer wants advice about a new purchase.
02
The agent records a short internal note and assigns the conversation.
03
Sales reads the background and follows up without making the customer repeat it.
Choose the right plan
Plan availability
Availability depends on your plan and workspace setup. Channel permissions and provider eligibility also apply. Compare plans to see what each plan includes.