Conversations

Manage customer conversations, take over from AI, and organize your support queue.

The Conversations view is where you manage all customer chats, take over from AI when needed, and keep your support organized.

Conversations are the heart of tahc β€” where AI and humans work together to help your customers.

What You'll Learn

  • Managing Conversations β€” Navigate and organize your chat queue
  • Human Handoff β€” Take over from AI smoothly
  • Contacts β€” Track and manage customer information
  • Privacy & Blocking β€” Handle unwanted conversations

Conversation Flow

Customer starts chat

Visitor clicks the widget and sends a message.

AI responds

Your trained AI answers using your knowledge base.

Escalation if needed

AI offers human help when confidence is low or customer requests it.

Human takes over

Your team responds and continues the conversation.

Resolution

Issue is resolved, conversation marked as closed.

Dashboard Overview

The Conversations page shows:

ColumnDescription
StatusOpen, Pending, or Closed
VisitorName/email if known, or visitor ID
Last MessagePreview of most recent message
TimeWhen the conversation was last active
AssigneeTeam member handling (if assigned)

Conversation Statuses

StatusMeaning
OpenActive conversation, may need attention
PendingWaiting for customer response
ClosedConversation ended

Quick Actions

From the conversation list:

  • Click to open β€” View full conversation
  • Mark as closed β€” End the conversation
  • Assign to team member β€” Route to specific agent
  • View visitor info β€” See customer details

Real-Time Updates

Conversations update in real-time:

  • New messages appear instantly
  • Status changes reflect immediately
  • Team activity is visible
  • No manual refresh needed

Next Steps

Learn conversation management

Managing Conversations for daily operations.

Master human handoff

Human Handoff for taking over from AI.

Organize contacts

Contacts to manage customer information.

Handle problem users

Privacy & Blocking for managing unwanted chats.

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