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Core Features

Conversations

Manage and track all customer conversations, both chat and voice

What It Is

Conversations is where you view, manage, and interact with all customer support interactions. It shows both chat conversations and voice calls, allowing you to see the full context of each customer interaction.

Problem It Solves

Support teams need a centralized place to view all customer interactions, understand conversation context, and manage conversation status (unresolved, escalated, resolved).

How It Works
  • 1

    All conversations are displayed in a list, showing the latest message and status

  • 2

    Conversations can have three statuses: unresolved, escalated, or resolved

  • 3

    You can filter conversations by status to focus on what needs attention

  • 4

    Click on any conversation to view the full message history

  • 5

    Team members can update conversation status and view detailed conversation threads

  • 6

    Admins can see all conversations; members see conversations they're involved with

Key Actions
Common actions you can perform with this feature

View Conversation List

See all conversations with their latest messages and current status

Filter by Status

Filter to show only unresolved, escalated, or resolved conversations

Open Conversation

Click a conversation to view the full message history and details

Update Status

Change conversation status to unresolved, escalated, or resolved as needed

Where to Find It

Navigate to /conversations in your dashboard.

Go to Conversations
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