Close a Conversation

Conversations are closed when no additional replies or interactions are required with the Customer because their request has been resolved. A few ways to close a Conversation depend on the Channel you are working on.

Close & Next

Buttons for navigation with options to close or proceed to the next step.

Close & Next appears in Emails, Calls, Tasks, Notes, SMS, and Social Channels.

  • Closes your current Conversation and gives you the next Customer that needs assistance.

  • If you click Close & Next and there is no reply to the Customer, you will be asked to confirm your action to close the Conversation without reply.

  • Click   to see more options:

    • Next – move on to the next Conversation while keeping the current Conversation open.

    • Close – Close the current Conversation without receiving new Customers to work with.

Next

Buttons for navigation with options to close or proceed to the next step.

Next only appears for Voicemails.

  • Keeps your current Conversation open, but you are assigned a new Customer to work with.

  • Click   to see more options:

    • Close & Next – Close the current Conversation and receive a new Customer to work with.

    • Close – Close the current Conversation without receiving new Customers to work with.

End & Close

Buttons labeled 'End' and 'End & Close' for user interface actions.

End & Close only appears for Chat.

  • Ends and closes the chat Conversation. As long as you are available in the Messaging Channel, you will continue to receive incoming chat requests.

  • Agents can also use the No Reply Needed option to end a chat that doesn't require additional follow-up. This will clear the SLA for the chat.

  • Click   to see more options:

    • End – Ends the chat session but doesn't close the Conversation. This usually means you cannot solve the request and will require additional follow-up.