Channel status
| Channel | Current role | Notes |
|---|---|---|
| Live chat | Active inbound support channel. | Installed through the Woes widget on your site or app. |
| Discord | Active inbound support channel when connected. | Best for community and developer support workflows. |
| Verified-domain and outbound testing support. | Treat inbound email intake as unavailable unless your workspace is explicitly enabled for it. |
Inbox workflow
Triage the conversation
Review channel, customer identity, message history, priority, tags, and custom fields.
Add internal context
Use private notes for investigation details, reproduction steps, and internal links.
Reply or take over
Send a customer-facing reply, apply a macro, update status, or take over from automation.
Conversation states
Use states consistently so everyone knows what needs attention.| State | Use when |
|---|---|
| New | A customer message needs first review. |
| Open | The team is actively working the case. |
| Waiting on customer | The next step requires customer detail or confirmation. |
| Waiting on team | Internal investigation is in progress. |
| Resolved | The customer’s issue is complete. |
Operator takeover
Take over when automation should stop acting as the primary responder. Common takeover triggers:- Customer asks for a person.
- Agent confidence is low.
- The answer requires account-specific judgment.
- The issue involves billing, security, privacy, legal, or production incident details.
- The customer is upset or high priority.
- The next step requires internal tools or engineering review.
Private notes
Private notes are for internal collaboration. Use them for:- Investigation status.
- Reproduction steps.
- Internal owner.
- Links to internal tickets.
- Handoff context.
Issues
Issues connect support conversations to product work. Create or link an issue when you see:- A product bug.
- A missing or inaccurate documentation page.
- Confusing API behavior.
- A feature request.
- A recurring onboarding problem.
Channel guidance
Live chat
Live chat
Use live chat for support inside your product, API docs, or developer portal. Pass customer identity and page context when available so operators can respond faster.
Discord
Discord
Use Discord when developers already ask questions in a community or customer server. Define which channels are connected and avoid sharing private account data in public rooms.
Email
Use current email settings for verified sending domains and outbound tests. Do not present inbound email intake as generally available until your workspace has it enabled.
Inbox readiness checklist
- Operators know who owns each channel.
- Conversation states are used consistently.
- Tags and custom fields are visible and meaningful.
- Private notes are clearly separated from customer replies.
- Macros have been reviewed.
- Issue conversion rules are understood.
- Handoff from the agent is tested before launch.
