Best practices

Here are some tips to help you get the most out of the Heyday Inbox

Close conversations after 24-hours of customer inactivity. ✔️

To close a conversation

  1. Go to Inbox

  2. Select inactive conversation(s)

  3. Click the “checkmark” icon

  4. Undo “Send CSAT”, if applicable

  5. Select “Yes

Leaving conversation open for more than 24-hours may affect the accuracy of reports

⭐ Star conversations and use the Priority folder for customers you'd like to follow up with.

Try to keep customers on a single channel.

If applicable, set the teammates's business hours on a 30-minute delay. 🕘 This way, teammates have a bit of a buffer to handle queries from the night before or the weekend.

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