TidyAnswer Help Center

Use conversation statuses and follow-ups

Keep active work, pending customer responses, follow-ups, and resolved conversations distinct.

Steps

  1. Leave a conversation active while a teammate action is still required.
  2. Set a follow-up when the next action has a specific time.
  3. Close the conversation only when no further teammate action is expected.
  4. Reopen or mark unread when new information requires review.

Important notes

  • Closing a conversation preserves its timeline and reporting history.

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