Work from the unified Inbox
Review and answer calls, texts, email, web chat, WhatsApp, social, and imported context in one queue.
Steps
- Choose a queue such as assigned, unassigned, unread, or a filtered view.
- Open a conversation and read the timeline before replying.
- Review the contact pane, consent state, channel, priority, assignee, and any AI handoff context.
- Reply on the active channel, then update ownership and status so the next action is clear.
Important notes
- External context can appear as provider-safe timeline events without making that source a reply channel.
If you still need help
Search this Help Center using the exact feature or visible error. If the issue continues, use Call TidyAnswer support from the Help Center navigation. Include any public reference and the approximate timestamp, but never include passwords, access tokens, provider credentials, or raw webhook payloads.