Reassign on breachOnA breached conversation goes back to the queue and its escalation contact is told.
Breached this week7Down from 12 last week
Median first reply18 minGoal is 30 min
AnalyticsLast 30 daysAll inboxesExport CSV
Conversations482+8%
First reply, median18 min4 min faster
Resolution, median6.4 h0.8 h faster
Goals met94%+2%
Conversations per day
By channel
Email61%
WhatsApp24%
Instagram9%
Telegram6%
Open now 31 · Unassigned 6
TeammateOpen nowClosedRepliesFirst reply
Priya Nair4426114 min
Rohan Das6314722 min
Neha Shah8273819 min
Arjun Mehta7192911 min
SKSana Khan6122427 min
Channelshelp@fieldworks.example+ Add channel
@
help@fieldworks.exampleForwarded from your mail hostForwarding verified · last message 4 min ago
Active
@
support@oldmail.exampleIMAP · imap.oldmail.example:993 · folder INBOXChecks every 5 min · 1,204 fetched
Active
W
+91 98200 00000WhatsAppLast message 2 min ago
Active
I
@fieldworks.inInstagramLast message 1 h ago
Active
T
@fieldworks_help_botTelegramToken refused. Reconnect to resume.
Error
Sending and assigning
Reply from
help@fieldworks.exampleDefault
team@fieldworks.exampleAlias
accounts@fieldworks.inCode sent
Auto-assign
OffRound robinLeast open
Members
Priya NairAdmin
Rohan DasMember
Neha ShahMember
KPKiran PatelViewer
Never reply twice
Twopeople,onereply
A draft belongs to the conversation, not to one person's screen. Everyone sees who is typing, and the draft is locked until they stop.
Shared drafts with a live typing indicator
Lock lets go after 20 seconds of quiet
Templates with short codes, and signatures per inbox
Share a conversation with someone outside the inbox
Refund for the cancelled visit
Seaview Hotel · billing@fieldworks.example
Open
Seaview Hotel
We cancelled the Tuesday visit 2 days ahead. Please confirm the refund of ₹7,200 will reach us by Friday.
Shared draftNeha is typing…
Hi team, we have approved the refund of ₹7,200 against INV-0111. It goes out today and should show in your account within two working days.
Only Neha can edit right now. The lock lets go after 20 seconds without typing.
Send and closeDiscard/refund-approved
Canned replies
/refund-approvedRefund approved
/gst-fixCorrected invoice
/rescheduleNew visit time
Private notes
Talk it through, out of the customer's sight
Mention a colleague in a private note, or start an internal discussion and bring the answer back to the customer thread when it is ready.
Private notes with @mentions
Discussions that only the team can see
A timeline of who did what and when
Discussion: the Kothrud sensor kit pricing
Inside the team only · 4 people
Discussion
Arjun Mehta
Kothrud Cold Storage is asking for 40 sensor kits. Do we have a volume rate we can quote?
Rohan Das
Not on the list. Last time we gave 8% above 25 units. @Priya can you confirm?
Priya Nair was mentioned
Priya Nair
8% is fine. Quote ₹2,18,400 for 40 kits and hold it for 10 days.
Private note · only your team sees this
Rohan Das
Moving this to the customer thread now so Arjun can reply there.
Reply in this discussion
Thanks both. I will send the quote this afternoon.
Private notes with @mentions
Rules
Let the routine sort itself
Build a rule from a few conditions and actions. It can tag, assign, reply, move or mark as spam, and it keeps count of how often it ran.
Run on new conversations or new messages
All or any of the conditions must match
Stop here, so later rules do not also run
Edit ruleCancelSave
Conditions
All of theseAny of these
Bodycontainsrefund×
Channelis notInstagram×
Actions
TagRefund×
NotifyNeha Shah×
AssignLeast open · Support×
Stop hereDo not run the rules below this one when this one matches.
Rule is on
What it did today
Seaview HotelRefund for the cancelled visitTag, notify, assign to Neha
Acme RetailRefund for returned panelTag, notify, assign to Rohan
Lotus ClinicDouble charge on invoiceTag, notify, assign to Priya
Runs this month214
Run on new conversations or new messages
Response goals
Know what is about to be late
Set how fast a first reply and a resolution should happen. Get a warning at the point you choose, escalate to a person and send breached conversations back to the queue.
First reply and resolution goals
Different goals for VIP or billing tags
Escalate or reassign on breach
At riskNext 2 hoursAll inboxesAssign all breached
Breached1
Warned2
On track28
Reassigned on breach3 this week
Lotus ClinicTechnician did not arrive todayVIP · first reply
Breached 8 min
Unassigned
Asha RaoInvoice INV-2042 shows the wrong GSTBilling · first reply
12 min left
Priya
Seaview HotelRefund for the cancelled visitBilling · resolution
9 h left
Neha
Northwind CoolingNeed a quote for 12 split unitsPre-sales · first reply
1 h 10 m left
Rohan
kothrud.coldstorageDo you ship the sensor kit to Pune?Pre-sales · first reply
1 h 40 m left
Unassigned
First reply and resolution goals
Madeforteamsthatanswertogether
help@6 unassigned
Open31
Assigned to you5
Priya took it
Invoice INV-2042 shows the wrong GST
Goal12 min left
Support
Every message has one clear owner
New mail lands unassigned, someone takes it, and the whole team can see who. No more two people answering the same customer.
Email, either forwarded from your existing address or pulled in from a mailbox over IMAP or POP3, plus WhatsApp, Telegram, Messenger and Instagram. Each channel shows its status and the last problem it reported.
What is the difference between a private note and a discussion?
A private note sits inside a customer conversation and only your team can read it. A discussion is a separate internal thread for the team, started without a customer on the other end.
How do two people avoid answering the same customer?
Drafts are shared. While someone is typing, everyone sees it and the draft is locked to them, then it is released after 20 seconds without typing.
Can messages be assigned automatically?
Yes. An inbox can assign by round robin or to whoever has the fewest open conversations, and rules can assign, tag, move or reply on their own.
Can I set response times?
Yes. Response goals set a first reply time and a resolution time for an inbox or for a tag, with an early warning, an escalation contact and the option to reassign on breach.
What reports do I get?
Analytics cover volume by day, channel and inbox, first reply and resolution times, the open and unassigned backlog, workload by teammate and goal compliance, with a CSV export.
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