Invite your teammates.
Add people to your workspace and assign their roles. Manage members from a shared administration area.
A shared support workspace. Clear ownership.
Give everyone a place in the support workflow, with departments, roles, and clear conversation ownership.
Good support is a team effort.
Organize the people who handle customer conversations and give them access appropriate to their responsibilities.
Group the right people together.
Create departments and teams to reflect how you handle sales enquiries, support, and other customer needs.
Control access with purpose.
Use roles and permissions to manage what members can view and change. Review access as responsibilities evolve.
Keep ownership visible.
Claim, transfer, and resolve live chat conversations. Help teammates understand who is handling the customer’s next question.
From a shared queue to a clear owner.
A customer’s question needs a different team from the one that first receives it.
Illustrative workflow. Configure and test it for your business.
A useful fit for
- Growing support teams coordinating responsibilities.
- Businesses separating sales enquiries from support requests.
- Step 1
Organize teammates into the relevant departments and teams.
- Step 2
Give members access appropriate to their responsibilities.
- Step 3
Claim or transfer the conversation so its next owner can continue with context.
Team collaboration: your questions answered.
Have a different question? We’re here to help.
Talk to our teamConnect the rest of your workflow.
How to design an AI-to-human handoff customers can follow
Plan escalation triggers, conversation ownership, team availability, and follow-up. A practical human-handoff checklist for AI customer support.
Live chat & human handoff
Let AI handle familiar questions. Give your team the conversation when a customer needs more attention.
Conversation analytics
Understand your support workload, spot recurring questions, and find the gaps in your customer information.
Plan your AI support launch
Prepare your sources, test real questions, and give customers a route to your team.
Your next great customer
relationship starts here.
Bring your knowledge. Add your people. Open the conversation.