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Inbound History

Get a living history of all orders - both submitted and outstanding

Written by Nick Ziech

Every text, email, and voicemail Order Agent processes is kept in one place. Inbound history lets you look back across all of it to find a specific customer's request, confirm something came in, check what a teammate is handling, or search for an item or note buried in a message.

How Inbound History Works

  1. In the left nav, you'll notice all orders now viewable and sortable by 'open' and 'closed'

  2. The list shows inbound messages, most recent first

  3. History includes all inbound messages Order Agent received across text, email, and voicemail.

  4. Both keyword search, time-based, and submittal filtering is supported

Key use cases

  • Busy order desks When dozens of orders come in a day, history plus search is how you find the one you need instead of scrolling.

  • Answering "did my order come through?" Look up a customer and confirm what arrived and when, without pulling anyone off the queue.

  • Shared queues. Filter to a person to see what a specific teammate has, or what's assigned to you.

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