HomeSource Conversations
Hand off a conversation without dropping the story.
A customer question moves from the sales floor to service to delivery, and every handoff loses context. Conversations keeps internal notes attached to the same thread as the customer exchange, so whoever picks it up next has everything they need.
The problem
Every handoff loses the story.
A customer question moves from the sales floor to service to delivery. Each handoff happens by shouting across the store or a text on someone’s cell. The next person picks it up with half the context, and asks the customer to repeat what they already said.
The payoff
Hand off a conversation without dropping context.
Conversations keeps internal notes and handoffs attached to the same thread as the customer exchange. When a conversation moves to the right person, the full history goes with it. When it wraps, it stays searchable on the record instead of cluttering the active inbox.
- Internal notes on the same threadAdd context for the team right where the customer conversation lives, not in a separate channel someone has to go check.
- Hand off without dropping contextMove a conversation to the right person and the full history goes with it, so no one has to ask for a recap.
- A searchable archiveClosed conversations stay searchable on the customer record, ready when a customer comes back months later.
Common Questions
What retailers ask about Conversations Internal Messaging and Archive.
Straight answers to the questions that come up most.
See Conversations Internal Messaging and Archive for your team.
We’ll walk through how internal notes, handoffs, and message history fit the way your team already handles customer conversations.
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