A better conversation.
With every update.

Keep older work within reach

The workspace uses paginated lists so teams can move through records in manageable sections. Search helps narrow the result before opening a person, conversation, or content item.

• Browse past the first page of records.
• Search the supported lists without scanning every row.
• Load older message and activity history when needed.

Carry the question into reporting

Reports support filters and CSV export so teams can examine the relevant slice of activity. Choosing a useful date range and filters before exporting keeps the result focused on the question you are trying to answer.

Follow the record, not just the headline

An overview can point to a change in activity, while the underlying conversations explain the context. Use the lists and history together when reviewing follow-up work. These tools show recorded activity; they do not establish that a particular conversation caused a business outcome.

Tune the conversation

Assistant settings bring together the agent’s identity, tone, suggested questions, and conversation behavior. These controls help teams explain how their assistant should respond and what information it should collect.

Shape the visitor experience

Messenger settings focus on presentation: appearance, launcher, branding, and the experience visitors open on your website. A preview helps you review the result while adjusting the settings.

• Set the assistant’s conversation style in one place.
• Adjust visitor-facing appearance from Messenger.
• Review the preview before using the widget on your site.

A more useful setup routine

Start with the assistant’s instructions and knowledge, then refine the messenger to match your website. Keeping these tasks distinct makes it easier to revisit a setting without searching through unrelated options. Test the final conversation in the playground before introducing it to visitors.

See the full commitment

The plan comparison brings the monthly equivalent and the annual total into the same decision. Growth and Scale include yearly billing options, with the selected interval carried through signup and login to the billing workspace.

• Compare included usage and capabilities before choosing a plan.
• Review the annual amount alongside the monthly equivalent.
• Keep monthly usage resets when choosing a yearly subscription.

Continue from where you started

Choosing a plan on the public site carries that choice into the account flow. The billing screen gives you another opportunity to review it before checkout, while existing subscribers manage changes through the billing portal.

Built around consistent pricing

The public pages and workspace use the same pricing definitions. Checkout validates the configured provider price and billing interval. Live checkout still depends on the workspace’s Stripe configuration; this record does not confirm a payment or subscription change.

Start with a specific question

This illustrative update expands the reporting workflow with filters and downloadable results. Teams can choose a relevant slice of recorded activity before reviewing it in more detail.

• Select the period and filters for the review.
• Compare the summary with the underlying records.
• Export the relevant data for further analysis.

Turn a review into a next step

The fictional milestone focuses on practical follow-through: identify the questions visitors ask, inspect conversations that need attention, and use what the team learns to refine content or coverage. Reports provide a starting point for that review.

Reach the record you came for

This sample update develops the workspace’s browsing tools as the amount of recorded activity grows. Search helps narrow a list, while pagination keeps the result manageable.

• Search supported lists for the person or item you need.
• Move through older records in clear sections.
• Open the original conversation for its full context.

Keep the interface focused

The imagined improvement is about making everyday review easier. Teams can spend less effort scanning a long list and more time understanding the record that prompted the search, whether that is a conversation, contact, or content item.

Shape the reading experience

This sample update adds room to customize the help center separately from the messenger. Teams can choose an appearance that makes longer articles comfortable to read and easy to recognize.

• Adjust the help center’s visual presentation.
• Review how collections and articles are organized.
• Configure an address that fits the business.

Give shared links a clear destination

The fictional release narrative emphasizes consistency when visitors arrive from a saved link or a support reply. A recognizable address and readable layout help the help center feel like a deliberate part of the customer experience.

Match the message to the visit

This illustrative update brings more context to proactive messaging. Teams can decide which audience should see a message and when it should appear, rather than using the same opening for every situation.

• Review the audience rules for a message.
• Set appropriate days, hours, and timezone.
• Align the next step with the team’s availability.

Keep outreach purposeful

The sample narrative focuses on relevance. A proactive message works best when it offers something useful to the visitor’s current task and leads to an action the business is prepared to handle.

Turn a list into a working queue

This sample update develops the shared inbox with clearer ownership and conversation states. The team can distinguish work that is underway from exchanges that are ready to close.

• Assign a conversation to the teammate handling it.
• Update its state as the enquiry progresses.
• Review the queue for items that still need attention.

Make handoffs easier to follow

The fictional narrative focuses on shared understanding. A teammate opening the inbox should be able to see what they own and where help is needed. Consistent status updates make that picture more useful throughout the working day.

Understand the person behind the thread

This illustrative update gives the team a more useful view of a visitor’s recorded activity. Related details help a teammate understand the enquiry before deciding how to respond.

• Review the contact information available to the workspace.
• Move from a profile into its related conversation.
• Follow recorded activity without switching between disconnected lists.

Keep the review focused

The imagined improvement reduces the work needed to reconstruct context. A profile becomes a starting point for understanding an enquiry, while the original conversation remains available for the details that matter to the next response.

Ask the questions that matter

The playground in this fictional release gives teams a place to try common customer questions before installing the assistant. It brings the draft conversation experience closer to the setup process.

• Try a pricing question, a policy question, and an unusual request.
• Check the tone of the assistant’s response.
• Return to the underlying content when an answer needs work.

Make testing part of setup

The improvement is a shorter path between adjusting a source and checking the result. Rather than guessing how a configuration will behave, the team can read a sample conversation and refine the experience before visitors encounter it.