Approvals and the Inbox

What happens when a customer needs you, and how to reply in one tap.

When a customer asks something Tiffani shouldn’t answer alone, it tells the customer it’s checking with the team and sends you an approval card in Chat.

• The card shows who it is, what they asked, why it needs you and a suggested reply.
• Tap Send suggested to send it, or Edit response to change it first.
• Or just answer in your own words, like “tell her we can do half the deposit”. Tiffani drafts the reply and asks before sending.

Nothing goes to a customer until you approve it. The Inbox has every customer conversation in full, so you can read back or take over a conversation yourself at any time.