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Handle conversations and take control

Every conversation from every channel lands in a single inbox.

Path: side menu → AI Agents ("Agentes IA") → LeadTasker → "Conversaciones" tab (or admin.taskerpro.ai/inbox).

  1. In the "Conversaciones" tab, the left-hand list shows all chats. Use the search box ("Buscar…") to find a conversation.
  2. Filter with "Filtros": by channel ("Todos los canales"), "Solo no leídos" (unread only), or by status ("Todas" / "Escaladas"). Use "Limpiar filtros" to reset.
  3. Click a conversation to open the thread. In the header you have "Ver contacto" to open its profile.

Take control (reply yourself)​

By default LeadTasker replies on its own. When you want to reply by hand:

  1. In the thread you'll see the notice "El agente está atendiendo esta conversación. Toma el control para responder a mano."
  2. Click "Tomar control" in the header.
  3. The reply box appears. Write in "Escribe tu respuesta…" and click "Enviar" (Enter also sends). You can use "Respuestas guardadas" (saved replies) or "Adjuntar archivo" (attach a file).
  4. To hand the conversation back to the agent, click "Liberar al agente".

Resolve a conversation​

  1. In the conversation's actions panel, open the status selector and choose "Resuelto" (new ones are "Abierto").
  2. You can also add "Etiquetas" (tags) and an internal "Nota interna" (with "Guardar nota").
note

If you set required attributes, you may see "Faltan atributos obligatorios antes de resolver." Complete them first (see Configure LeadTasker).

Escalated conversations​

When LeadTasker detects something that needs a person (for example, an upset customer), it marks the conversation as "Escalada" (red bar in the thread):

  1. Click "Asignarme" to claim it.
  2. When you've handled it, click "Resolver" to close it.

Escalations also reach you as an alert (see CoachTasker).