1
Open the customer conversation
Open Inbox, choose the relevant agent and conversation, and read the recent messages and retrieved sources before responding.
2
Pause automated replies
Select Pause in the conversation controls. The control changes to Resume, confirming that the agent will not send automated replies in this conversation.
3
Write the human response
Enter the reply in the message composer. Add only files the customer should receive, then review the text, recipient, and attachment before sending.
4
Send through the original channel
Send the message. Confirm the human reply appears in the conversation and is delivered through the channel where the customer contacted you.
5
Resume when handoff is complete
Finish any promised follow-up, summarize the outcome in the conversation, and select Resume only when the agent can safely handle the customer’s next message.