Conversations

The inbox

Every customer message from WhatsApp, Messenger, Instagram and your website chat in one place, with a clear view of who is replying to whom.

Conversations is where you follow everything the AI agent says to your customers, and where you step in whenever you want. New messages show up instantly, no need to refresh.

Open Conversations

Who can see conversations?

Owners and managers only. A Lead moderator doesn't see the Conversations page at all; their work starts in Leads once a customer is qualified.

How the page is laid out

  • The list on the side: every conversation, sorted by the latest message.
  • The conversation: pick one to read the full thread, with the reply box underneath. On large screens a Details panel sits next to it (customer info, lead, AI summary, assignment and priority).

Each row in the list shows:

PartWhat it tells you
Avatar with a small badgeThe customer's name; the badge is the channel (WhatsApp, Messenger, Instagram, Website)
Last messageWith an icon when the last reply came from the AI agent or a teammate
Coloured numberUnread messages; the name also turns bold
Dot and statusThe conversation status (below)
High or Urgent in redPriority. The AI raises it on its own when it hands over or finds a hot lead

Conversation statuses

StatusWhat it meansWho replies?
AI agentThe AI is handling the customerThe AI agent
Needs youThe AI handed the chat to your team, or the customer is qualified and waiting for a consultantSomeone on your team (details)
With team (or "With" a teammate's name)A teammate took overThat teammate; the AI is paused
ClosedDoneNobody. If the customer writes again, it reopens with the AI in charge

At the top of an open conversation you'll also see AI is replying or AI is paused, so you always know who has the conversation right now.

Tabs above the list, each with a count:

  • All
  • Needs you: start your day here.
  • With AI
  • With team
  • Assigned to me: open conversations assigned to you.
  • Closed

Below them:

  • Search: by customer name, phone or any word in the last message.
  • Channel: All channels or a single one, for example WhatsApp only.

Tip

Make one person responsible for checking Needs you throughout the day. The red number next to Conversations in the sidebar counts exactly those chats.

Inside a conversation

  • Customer messages sit on one side; AI and team replies on the other.
  • AI replies have their own colour and the label "AI agent". On desktop you also see which tools it used (for example, searching your packages).
  • Internal notes are yellow and invisible to the customer (notes and assignment).
  • Grey system lines record what happened, like "a teammate took over" or "conversation closed".
  • If a message didn't reach the customer, a red marker appears under it (the 24-hour window).

Opening a conversation marks its new messages as read.

Closing and reopening

From the ⋮ menu at the top of the conversation:

  • Close conversation: when the topic is done. The AI stops and the chat moves to Closed.
  • Reopen: brings it back to your team.

If the customer sends a new message to a closed conversation, it reopens on its own and the AI agent answers again.

On your phone

  • The list takes the full screen; opening a conversation takes the full screen too, with a back arrow at the top.
  • The Details button at the top opens the customer, lead and summary in a bottom sheet.
  • To get alerts while Flyby is closed, install the app and turn on notifications.

No conversations yet?

As soon as a customer messages you on a connected channel, it shows up here. Until your channels are connected, try it yourself with Try the agent as a customer, shown when no conversation is open. See Test your agent and Channels.

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