Follow up on requests and handoffs
Open Requests to see enquiries or tasks the assistant captured for the team. These can include custom quotes, questions requiring staff judgement and actions the assistant could not complete.
- Read the captured details and linked conversation.
- Check whether a teammate is already handling it.
- Contact the customer through the conversation when you need more information.
- Complete the work in the appropriate business system.
- Update the request's status using the available controls.
Request references help your team organise work. Customers do not need to memorise an internal request number to continue the conversation.
If many similar requests recur, improve business facts or knowledge, or connect the app required to complete the action. Do not remove a handoff requirement for work that still needs human approval.
Closing a request does not by itself prove that an order was created, a booking was made or payment was received. Check the relevant record.
Need more help? Contact support.
Still need help? Contact support.