Getting started

Handle your first conversation

Follow a message from its channel to assignment, reply and resolution.

Before you start

Use a test channel or sample conversation first. Confirm the visible result in ValueChat before applying the setup to production traffic.

How it works

  1. 01

    Send a message from a separate test account

    Send a message from a separate test account.

  2. 02

    Open Conversations and select the channel view

    Open Conversations and select the channel view.

  3. 03

    Confirm the sender, channel and assignee

    Confirm the sender, channel and assignee.

  4. 04

    Reply, add a private note if needed, then resolve the conversation

    Reply, add a private note if needed, then resolve the conversation.

What to verify

✓The expected channel, conversation, contact or execution is visible.

✓The assigned person or agent matches the routing rule.

✓No customer-facing message claims an action that failed.

✓Activity or execution history contains enough context to investigate.

Need help?

Collect the workspace, channel, conversation and execution identifiers, then contact support@valuechat.app. Never send API keys or passwords.