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Show a summary when I take over a conversation

help.ai Ideas teamPlanned

Some conversations are long by the time a visitor asks for a person. When I accept the request, I scroll through everything to work out what they want, what the agent already tried and what details we have.

A short summary at the top would save that scroll: what the customer needs, what's been answered, any order numbers or emails collected, and why a person was requested.

Stage
Planned
Posted

1 comment

  • help.ai Ideas teamOfficial response

    Planned. A handoff summary, together with richer customer context, is on our plan for the conversation view. Until then, details your site passes to the widget show in Inbox's Visitor column, and the person's history is in Contacts.

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