Workflow

Conversation status, assignment, priority and tags

Manage the operational state of a conversation using only controls allowed by the selected account’s Manage permission.

18 connected guidesLive filterPermission-aware instructions
18 guides
Category

WhatsApp Web Messaging

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Guide

Britixo WhatsApp Enterprise: complete how-to guide

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Guide

Open conversation controls

Open a conversation and review its current status, owner, priority and tags.

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Set a conversation to Open

Choose Open and save controls when active staff attention is required.

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Set a conversation to Pending

Choose Pending and save controls when the team is waiting for customer information or a scheduled follow-up.

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Close a conversation

Choose Closed and save controls after the operational issue is complete.

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Understand automatic reopening on inbound

Know when a genuinely new inbound message changes a closed conversation back to open.

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Understand why history sync does not reopen records

Historical imported events are deliberately prevented from changing a closed workflow state.

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Assign a conversation to staff

Choose an authorised staff member from Assigned staff and save controls.

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Remove a conversation assignment

Choose Unassigned and save controls while retaining the conversation and its audit history.

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Understand assignment eligibility

Only active staff with account View access are valid assignment targets.

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Set Low priority

Choose Low for work that can wait behind normal service items.

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Set Normal priority

Choose Normal for ordinary service work.

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Set High priority

Choose High for important work requiring earlier attention.

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Set Urgent priority

Choose Urgent only for work requiring immediate operational attention.

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Add conversation tags

Enter comma-separated labels such as billing, support or urgent and save controls.

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Understand tag validation

Use no more than 20 unique tags and keep each normalised tag within 40 characters.

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Remove conversation tags

Delete unwanted values from the Tags field and save the reduced list.

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