Use Inbox for agent conversations, Bot Messages for chatbot sessions, and Tickets for follow-up. Workspace settings and personal preferences have separate destinations.
Before you begin
Sign in and select the workspace you want to review.
Step by step
- Use Home for queue health, conversation volume, and team throughput over the selected date range.
- Use Inbox for human-agent conversations, Bot Messages for bot-session review, and Tickets for linked follow-up.
- Use Search to find sessions by ID, visitor, message, owner, or ticket. Search covers the workspaces you can access.
- Use Analytics for reporting, Widget generator for customer entry points, and Users for agents.
- Use Settings for the workspace and Personal settings for your own profile, saved replies, security, and appearance.
What to check
You can distinguish conversation work, workspace configuration, and personal preferences without changing a setting accidentally.
Need to troubleshoot?
The rail shows icons only
Use each icon’s label or tooltip to identify the destination. The rail also includes a lock control for keeping it open.
I cannot open a section
Your assigned role controls page access. Ask an administrator rather than using another person’s account.