Conversation status, assignment, priority and tags
Manage the operational state of a conversation using only controls allowed by the selected account’s Manage permission.
WhatsApp Web Messaging
Open guide →GuideBritixo WhatsApp Enterprise: complete how-to guide
Open guide →GuideOpen conversation controls
Open a conversation and review its current status, owner, priority and tags.
Open guide →GuideSet a conversation to Open
Choose Open and save controls when active staff attention is required.
Open guide →GuideSet a conversation to Pending
Choose Pending and save controls when the team is waiting for customer information or a scheduled follow-up.
Open guide →GuideClose a conversation
Choose Closed and save controls after the operational issue is complete.
Open guide →GuideUnderstand automatic reopening on inbound
Know when a genuinely new inbound message changes a closed conversation back to open.
Open guide →GuideUnderstand why history sync does not reopen records
Historical imported events are deliberately prevented from changing a closed workflow state.
Open guide →GuideAssign a conversation to staff
Choose an authorised staff member from Assigned staff and save controls.
Open guide →GuideRemove a conversation assignment
Choose Unassigned and save controls while retaining the conversation and its audit history.
Open guide →GuideUnderstand assignment eligibility
Only active staff with account View access are valid assignment targets.
Open guide →GuideSet Low priority
Choose Low for work that can wait behind normal service items.
Open guide →GuideSet Normal priority
Choose Normal for ordinary service work.
Open guide →GuideSet High priority
Choose High for important work requiring earlier attention.
Open guide →GuideSet Urgent priority
Choose Urgent only for work requiring immediate operational attention.
Open guide →GuideAdd conversation tags
Enter comma-separated labels such as billing, support or urgent and save controls.
Open guide →GuideUnderstand tag validation
Use no more than 20 unique tags and keep each normalised tag within 40 characters.
Open guide →GuideRemove conversation tags
Delete unwanted values from the Tags field and save the reduced list.
Open guide →