Routing, Team Chat and Reports

The finale: make Engage sort the inbox for you, keep the team coordinated next to the work, and prove it’s all working with reports.

What you will learn

  • Conversation routing workflows: triggers, conditions and actions
  • First-match-wins priority and safe drafting
  • Team chat: channels, threads, reactions and pins
  • Reports for calls, messages and team performance

All client names and conversations shown in this lesson are fictional sample data from Engage’s built-in demo inbox.

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