Skip to Content
Platform guideInbox

Inbox

The Inbox is where your team handles live conversations. Every chat from the widget appears here in real time, whether the AI is handling it or a human has taken over.

Conversation states

Each conversation has a handoff state that tells you who’s responsible:

StateMeaning
Bot activeThe AI agent is handling the conversation.
Awaiting agentThe AI escalated (or the visitor asked for a human). It’s waiting to be picked up.
Human activeAn agent has taken over; the AI stays out of the way.
ResolvedThe conversation is closed.

The overview counters at the top of the inbox show how many conversations are Awaiting, Live now, and how many Open tickets exist.

Handling a conversation

Opening a conversation shows the full transcript — customer, AI, and human messages — plus a customer panel with their details, notes, and any linked tickets.

  • Take over — step in and reply yourself. This moves the conversation to Human active and pauses the AI. Your first reply also records the first-response time for SLA tracking.
  • Reply — send a message to the visitor. They see it instantly in the widget.
  • Hand back / Resume AI — return the conversation to the AI once you’re done.
  • Resolve — close the conversation. You can reopen it later if the visitor returns.
  • Pause — hold the AI without taking over, so a teammate can pick it up.
  • Filter by All, Mine, or Unassigned.
  • Focus the list on Awaiting or Live now by tapping the overview counters.
  • Search filters by customer name/email or message text.
  • Conversations are auto-tagged (e.g. billing, complaint, urgent) so you can spot themes at a glance.

Notes and customer details

The customer panel lets you:

  • Edit the customer’s name and email inline.
  • Add private internal notes that only your team sees (never the visitor).
  • Add custom attributes and see visitor analytics (page, referrer, location) captured by the widget.

Assignments

When the AI escalates, Zuhile auto-assigns the conversation to the least-loaded available agent and notifies them. You can reassign from the conversation at any time.

💡

Prefer your phone? The same inbox — takeover, reply, resolve, and live updates — is in the mobile app.