NavoChatConversations & customers
Claim, transfer, and close conversations
Keep ownership clear throughout a conversation and close it when the customer issue is resolved.
Updated 2026-07-24For: Agents · Supervisors
Claiming assigns the conversation to you. Transferring moves ownership to another person or team. Closing marks the current customer issue as resolved.
Steps
Claim
Open an unassigned conversation, review recent messages, and choose Claim. If another agent claims it first, NavoChat shows the new owner.
Transfer
Choose Transfer from conversation actions, select a person or team, and add an internal note when context is needed.
Close
Close the conversation after the customer issue is resolved. NavoChat records the end time and closure reason.