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User Guidance Message

Updated over 6 months ago

A message will be displayed to guide the user to open Inbound Routing Settings. The link will open in a new tab.


End The Conversation

Conversations with customers require a trigger to be marked as completed. In this section, you can configure the following:

  1. End The Conversation After:

    • Define the number of minutes of inactivity (from the customer's last response) after which the conversation will be considered closed.

    • Once the specified time elapses without further responses, the conversation's status will automatically change to "Completed."

  2. Survey Option (Optional):

    • You can choose to send a survey to the customer upon closing the conversation.

    • Survey List Source:
      The available surveys are pulled from the published surveys in the Survey Product.


Note: If the company does not own the Survey Product

  • A "Request Demo" button will appear, allowing the user to send a demo request to the Customer Success team.


Automatic Reply Upon Conversation Closure

  • You can configure an automatic response that will be sent to the customer when the conversation is closed.

This ensures a smooth customer experience while closing interactions efficiently.

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