Manage Website Conversations in Rae Inbox

In Releventful, click Rae Inbox in the app navigation. Under Latest website chats, click Manage conversations.

Use Inbox, Qualified, Unqualified, Needs review, Needs your team, Appointments, or All chats to narrow the list. Click Search and filter for a name or status, then click the conversation to open its history and Details & actions.

Read What happened, Status, Next step, and the conversation before contacting the visitor. The event check is not a reservation; an appointment is confirmed only when it shows as booked.

For a live conversation, click Switch to team response above the reply box. Type in Reply to the visitor and click Send reply. This sends a real live chat message, not an email or text.

To leave an internal update, enter it in Private note and click Save team note. The visitor cannot see that note.

If Rae can continue, click Allow Rae to respond. End chat closes live replies; an ended chat still keeps its history and internal notes. Check the conversation status before using either action.

In Details & actions, choose a Team member under Assigned to, then click Save assignment. Assignment names the person responsible; it does not change who can access the conversation.

If the inquiry is Awaiting your approval, click Review details. Check the visitor’s answers and contact permission, then click Approve inquiry. Approval creates the lead and event; it does not book an appointment.

Click Open lead & follow-up or Open event to continue work on the saved record. Check the sales owner, tasks, and any campaigns before sending another message. For a team follow-up request, use its saved contact details and reply in chat or click Write follow-up email.

For appointments, open Appointments and check the booking state and Confirmation emails. If a visitor still needs a time and the chat is active, take over, click Send appointment scheduling, or use Schedule appointment in Details & actions. Hold a time and click Confirm appointment to save it.