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Guide

The Inbox

Every conversation — live chat and email — lands in one inbox. Here's how to work through it quickly and keep nothing from slipping through.

Three statuses

Every conversation is in one of three states. Change the status from the conversation sidebar.

Open

Needs attention. New conversations start here, and replies from customers reopen closed ones.

Pending

You're waiting on something — usually a reply from the customer or info from your team.

Closed

Done and dusted. If the customer writes again, the conversation comes back automatically.

Four priorities

Set a priority so the team knows what to grab first.

UrgentHighMediumLow

Your toolkit

Everything you can do with a conversation.

Start a new conversation

Reach out first — click "New conversation" above the conversation list, pick which channel to send from, type or pick the recipient, add a subject and your message, and Sonny starts a brand-new email thread. When the customer replies it lands right back in this inbox.

Reply

Write rich replies with bold, italics, lists, links, text colour, highlight, fonts, emojis 🎉, and inline images. Drop in dynamic fields like {{contact_first_name}} to personalize, and your email signature is appended automatically. Chat replies reach the visitor instantly; email replies go to their inbox. You can see when a visitor is typing, and when a teammate is already composing, so you never answer twice.

Internal notes

Switch the composer to note mode to leave a private message for your team — the customer never sees it. Type @ to mention a teammate (the note shows their name, so everyone knows who's meant) and they get a notification.

Attachments

Send and receive files up to 25 MB each, in chat and email conversations alike. Click any image to open a full-size preview you can zoom into and download.

Assignment

Give a conversation to a specific person or a whole team from the sidebar. Channels can also assign new conversations automatically, one by one in turn (round robin).

Tags

Add color-coded tags like "bug" or "billing" to keep things organized. Tags show up in reporting too, so you can see what customers ask about most.

Snooze

Hide a conversation until later: 1 hour, 4 hours, tomorrow at 9am, next Monday at 9am, a time you pick — or until the customer replies. It pops back into the inbox when the time comes.

Search and filters

Search across all your conversations from the inbox, and filter the list by status, priority, assignee, type (chat or email), channel, or tag to find exactly what you need.

Bulk actions

Select several conversations at once to assign them, change their status or priority, add and remove tags, or move them to Trash — all in one go.

Trash & delete

Move conversations you're done with to Trash to clear your inbox. They're never lost — restore any time, and if a customer replies the conversation comes back automatically. Owners and admins can permanently delete when needed.

Email a transcript

From the conversation sidebar, send a full copy of the conversation by email — handy for records or for looping someone in.

Block a troublesome visitor

In a chat conversation, open the ⋯ menu in the sidebar and choose "Block visitor IP". That visitor can't send any more chat messages from that address.

Start a new conversation

Most conversations start when a customer messages you — but sometimes you need to reach out first. Click New conversation above the conversation list to open the composer.

1

Choose who it's from

The From field lists your email channels (e.g. Support, Sales). Pick the one you want the customer to see and reply to.

2

Pick or type the recipient

Start typing in the To field. Sonny matches an existing contact as you type — or, if it's someone new, just type their full email address and Sonny creates the contact for you.

3

Write and send

Add a subject and your message, then send. Sonny creates the conversation in your inbox and emails the customer. Their reply threads straight back into the same conversation.

Keyboard shortcuts

Open the command palette with ⌘K (Ctrl K on Windows) to search and jump to any conversation without touching the mouse.

⌘ KOpen the command palette

The conversation sidebar

Next to every conversation you'll find the customer's details: their contact info, custom fields, past conversations, the pages they visited on your site, their satisfaction rating, and a full history of every change to the conversation. It's your cheat sheet for context before you reply.