Understand Conversation Icons and Colors
Pictures are worth a thousand words they say, and Help Scout uses icons and colors to give you a lot of information in a quick glance. Here we'll break down the icons and colors that you'll see in a conversation designed to make your life easier!
In this article
At the top of each conversations you'll find a row of buttons that you'll get to know well. When you're starting out, to figure out what’s what, hover over each icon to see a tooltip. From left to right:
Reply ⋅ Note ⋅ Assign ⋅ Status ⋅ Tag ⋅ Workflow ⋅ More Actions
Note: The workflow feature is only available on Standard, Plus, and Company plans.
Just below the toolbar icons is the subject line. You can edit the conversation subject by clicking anywhere on the text. To the far right, you’ll see the conversation number, followed by the conversation’s current status. The two arrow icons above the status indicator take you to the previous or next conversation.
In Help Scout, there are three values for conversation status:
- Active conversations indicate the conversation is waiting for action. New conversations are automatically set as Active when they arrive in your mailbox.
- Pending conversations are waiting on something. Set a conversation to Pending if you’re waiting to hear back from a customer, or you just need time to gather more information.
- Closed conversations are solved conversations. Set the status to Closed when you’re finished working with the customer, and you consider the case to be resolved.
If a customer replies back to a Pending or Closed conversation, the status will automatically be changed to Active. It’s not possible to edit existing status options, or add custom values to the status menu. We suggest using tags for that.
Conversation Thread Colors
Conversations can be colorful! You’ll notice a couple of different border colors, each representing a different type of thread:
- Customer replies have no border.
- User replies have a grey border.
- Drafts are represented by a blue border.
- Notes are represented by a yellow border.