Actions with client chat threads

This article covers actions you can perform on an individual client chat thread — from the thread view or from the chats list. To work with multiple chat threads at once, see Work with client chat threads list .

Assign chat threads

Client chat threads could be assigned to specific team members one by one or in bulk to manage client conversations more effectively. The assignee’s avatar displays in both the thread header and list for easy identification.

You can easily handle your assignments from the Communications section, by using Threads assigned to me section.

Learn more about thread assignment to assign and unassign threads, filter by assignee, or assign multiple threads at once using bulk actions in the dedicated article .

Print chat thread

To print a chat thread, click the three dots in the top right of the chat thread window, then select Print from the drop-down.

Mark chat threads as unread

You can mark a chat thread as unread to remind yourself to come back to it later. To do this, click the three dots to the far right of the chat thread and select Mark as unread.

You can also mark multiple chat threads as read or unread at once .

Archive and unarchive chat threads

Once you receive all the information you need from a client in a chat thread, you can archive or delete it to avoid clutter. When you archive a chat thread, you still have access to it. However, if it still has incomplete tasks, clients won’t be able to view them on their dashboard.

Archive chat threads

View archived chat threads

Unarchive chat threads

Delete chat threads

Unlike archived message threads , deleted ones cannot be restored.

The firm owner and an admin can delete any chat threads, while team members can only delete the threads they have created. To permanently remove a chat thread, click the three dots to the far right of the chat thread, select Delete, and confirm the action in the pop-up window.

You can also delete multiple chat threads at once .