Actions
Assign work, send messages, add notes, manage tags and update contacts.
Use a test channel or sample conversation first. Confirm the visible result in ValueChat before applying the setup to production traffic.
How it works
- 01
Assignment routes the conversation to an agent, person or team
Assignment routes the conversation to an agent, person or team.
- 02
Send message communicates with the customer
Send message communicates with the customer.
- 03
Private note records internal context
Private note records internal context.
- 04
Contact, tag and lead-stage actions update shared customer data
Contact, tag and lead-stage actions update shared customer data.
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.
Collect the workspace, channel, conversation and execution identifiers, then contact support@valuechat.app. Never send API keys or passwords.