Workflow States

A guide to the workflow states for conversations

As part of your workflow, an object is either “Open” or “Closed”. There are one of twelve States that an object can be in at any moment.

Open States

State

Description

New

It’s brand new. None of your team have touched it yet.

Assigned

An agent has been assigned this object, or has taken ownership of it.

In Progress

An agent is currently writing a response to this object.

Responded

A reply has been sent on this object.

Awaiting Approval

The object has been assigned to someone to approve the drafted response.

Follow up

Acts as a flag on the object to indicate this requires a follow up action.

Closed States

State

Description

Redirected

Indicates the query has been taken offline, and redirected elsewhere within your organisation. Can also mean query has been taken from public to private, or social to phone call, for example.

Closed

The object has been responded to, and is closed.

Closed (thread)

This has been automatically closed as one of the older objects in a thread from the same author. Only the newest message in a thread will be left in an open State for you to action.

Irrelevant

The object is irrelevant to the workflow or the business.

Duplicate

The object is a duplicate of another in the workflow.

No Response Required

No response is required on this object.

How are they used?

States are either automatically assigned based on actions that you take, or they are manually changed.

Think of them as states of a ticket, or a request - your action depends on the stage (state) of the ticket (object).

Naturally, the action you take is up to you! States are an indicator that are open to your interpretation and workflow.

Changing States

Manually change a State
  1. Select an object from your workflow by clicking on it.
  2. Under Workflow State and Owner, the first dropdown you’ll see should have now changed to show the State as Assigned. From here, select the appropriate State.

Automatically applied States

Some States are automatically applied to objects, based on an action you perform, or where they sit in your workflow, or a conversation thread.

State

How it’s applied

New

All new messages that appear in your Inbox will land with the ‘New’ State applied.

Assigned

Updated to this State when a ‘New’ object is selected from the Inbox.

In Progress

Updated to this State once you start typing a reply on an ‘Assigned’ object.

Awaiting Approval

Once an object has been submitted for approval, this State will be displayed.

Responded

Applied to an object as soon as a response is published on an object.

Closed (thread)

Applied to all but the newest message in a conversation thread. Read more about this here.

Searching based on States

To search for objects based on their State, add the search filter Current State to your Deep Dive, selecting the State/s you’re looking for (or select all - except those you’re not - if you’re wanting to exclude them from your search).

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