Use the Triage Channel for daily tracking and the Kanban board for getting a bird’s eye view.

The Kanban Board allows you to track all conversations across all customer channels at once. It’s great for getting visibility into your own customer issues for messages you may have forgotten about.

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See More Details

You can access more details about a conversation and see all related messages by clicking on Kanban Board card.

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Filter

You can filter by Owners, CRM tags, and Pylon Tags.

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Modify Owner

You can update the Owner of a Conversation by clicking on their profile image and selecting a new Owner.