Where to See History
Go to Agents in the main navigation and switch to the History tab to see all conversations handled by your agents across all channels (web chat and voice).Qualify Leads and Mark Outcomes
Use conversation history to decide next steps:- Qualified and ready to book
- Needs follow-up
- Not a fit
Follow-Up Tasks
Create a simple follow-up routine so no lead is missed:- Respond within the same day
- Confirm details before booking
- Assign to the right team member