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Operate

Procedure: take control of a conversation

While the AI is handling it (or it’s QUEUED), the message box shows disabled and the screen itself tells you: “The AI is handling this conversation. Take control to write.”

Requirements: Admin or Editor role.

  1. Open the conversation.
  2. Tap Take control, at the top right, next to Resolve.
  3. The conversation switches to HUMAN mode and the composer becomes enabled: you can now write and send.

Result: the AI stops replying in that conversation from that moment on — it won’t step in again until you resolve it or hand it back yourself (section 5).

Warning — Who can operate the inbox

Taking control, writing and resolving conversations is available to the Admin and Editor roles. Viewer accounts can see conversations, but can’t act on them.

Note — The customer finds out a person is now helping them

As soon as you take control, the platform sends the customer an automatic notice (“{your name} from our team is now helping you”) over their source channel — they’re never left not knowing they’re now talking to someone else.