Participants watch; the assignee owns
Someone adds you
From the participants control in the conversation header.
You are mentioned in a private note
Being mentioned adds you automatically. You do not have to accept anything.
You watch it yourself
Useful for a conversation you want to keep an eye on without taking it off whoever has it.
Participant is not a claim of ownership. The assignee is still the one person accountable for
the conversation. If you find yourself watching something that nobody owns, assign it rather than
adding more watchers to it.
Private notes
A private note is a message in the thread that the customer never receives. It is stored on the conversation like any other message and excluded from everything customer-facing — the widget, the email thread, the channel. Use one to leave context for whoever picks the conversation up next: what you already tried, what the customer actually wants as opposed to what they asked for, why it is taking so long.Mentions
Typing@ in a private note offers your teammates and your teams. Mentioning someone does two things at once: it notifies them, and it adds them as a participant so they stay notified about what happens next.
Mentions only work in private notes. An
@ in a public reply is just an @ — it goes to the
customer as typed and notifies nobody. This is deliberate: there is no version of mentioning a
colleague that should ever be visible to the person you are supporting.Snooze
Snoozing sets a conversation aside until a moment you choose, and takes it out of your open list until then.
Custom… opens a date and time picker instead of choosing for you, and it shows up in two places — the resolve dropdown and the command bar — not only this list.
Every snooze also wakes early if the customer replies. A conversation that comes back — by timer or by reply — returns to
open, not to whatever it was before.
Next
Conversation views
Getting the list down to what you should be working on.
Finding a conversation
What search actually looks at, and what it does not.
Teams
When a conversation needs a group rather than a list of watchers.
Notification preferences
Which of these actually reach you, and where.