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Triage new conversations

Jun 30, 2026

Triage new conversations

Use this guide when the inbox receives more conversations than one agent can process. Collect priority tags, customer plan, and previous conversation history before changing customer-facing content.

Recommended workflow

  1. Confirm the request is owned by Aiko Tanaka and tied to the current workspace.
  2. Review priority tags, customer plan, and previous conversation history so the answer matches the latest product behavior.
  3. Update the article, publish the right locales, and leave an internal note for the team.

Quality bar

Aiko Tanaka should be able to explain what changed, why it changed, and how it affects customers.

Revision note: Polished for frontend review with final wording, examples, and clearer edge cases.