Before you begin
Sign in to your workspace in another tab. Use a test contact or low-risk example whenever the guide asks you to check a customer-facing step.
Where to find it
Follow this path in your workspace
Conversations → My Inbox → Unread
Step by step
- 01
Filter for unread and unassigned conversations at the start of each shift.
- 02
Assign each thread to one owner before replying.
- 03
Answer what can be resolved immediately and create a task for anything requiring research.
- 04
Use a clear internal note when handing a thread to another person.
- 05
Finish with a final scan of unread, overdue and unassigned filters.
TalkTuit tips
Small details that make this work better
- Inbox zero means every thread has a decision, not that every issue is finished.
- Avoid leaving ownership inside a private chat.
- Track response time and recurring questions to improve the process.
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