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!  

Toolbar Icons

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

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.

Status Indicators

In Help Scout, there are three values for conversation status:

1. Active conversations indicate the conversation is waiting for action. New conversations are automatically set as Active when they arrive in your mailbox. 
2. 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.
3. 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. More help on tags here: Create and Manage Tags

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.