How to use it
- 1
Open the live inbox
See active threads where your agent is speaking with visitors on your profile.
- 2
Review context
Scan the full exchange before you join so your first message is informed.
- 3
Take over
Assume the thread in one action; the visitor continues in the same window.
- 4
Route to the right teammate
Assign specialized owners when your team handles sales, support, or partnerships separately.
Benefits
Close high-value conversations that need trust and nuance.
Protect brand quality on sensitive topics the agent should not handle alone.
Coordinate teams without fragmenting the customer experience.
Highlights
Instant transfer
Join the moment you see the right signal—no new tab or email ping-pong.
Context preserved
Every prior question and answer stays attached to the thread.
Team-friendly
Collaborate so the right expert owns the next step.
Ready to put this feature to work on your Savantly profile?
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