Working with Conversations
Replying to conversations, forwarding messages, merging duplicates, and more
- Understand Conversation Icons and Colors
- Reply and Add Notes to Conversations
- Create a New Conversation
- Assign Conversations
- Merge Multiple Conversations From One Customer
- Edit Threads and Notes
- Forward Conversations Outside of Help Scout
- Customer Profiles
- Change the Customer on a Conversation
- Move Conversations to Different Inboxes
- Follow a Conversation
- About the Recently Deleted View
- Move Between Conversations With Redirect Options
- Use @mentions in Notes
- Manage Voice Messages
- Create a Conversation With Pre-filled Data
- Manage Spam and Unwanted Email
- Search Filters With Operators
- Keyboard Shortcuts
- Build Apps to Display Content in the Sidebar