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Manage

Actions

The Actions tab is where a manager sees and manages conversations across the entire platform - every queue, every status, in one filterable table. It's the cross-queue counterpart to an agent's single-queue inbox.

At a glance

Every conversation across every queue in one table✅
Filter by time frame, status, source platform, and queue✅
Open a conversation with full agent functionality (reply, status, reassign)✅
Bulk assign conversations to a queue✅
Bulk close conversations✅
Bulk mark conversations cancelled✅

What you're looking at

A table of conversations with a filter bar across the top. Filter by time frame, status, source platform, and queue to narrow to exactly the set you care about - for example, "everything still open on Instagram in the Billing queue this week."

The Actions tab with the filter bar across the top and a table of conversations below
The Actions tab: filter by time frame, status, source, and queue.

Selecting a conversation opens its details with the same functionality as the agent inbox: read the conversation, reply, change status, reassign.

Bulk management

Select one conversation - or many - and a set of bulk options appears. Across a selection you can:

  • Assign the conversations to a particular queue
  • Close them
  • Mark them cancelled
Bulk management options shown after selecting conversations in the Actions table
Select conversations to assign them to a queue, close, or mark cancelled in bulk.

This is how a manager clears a backlog, re-routes a misdirected batch, or closes out a wave of spam in a few clicks instead of one conversation at a time.

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