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Set conversation priority

Open Set Priority on a thread and mark it High or Urgent so the team sees it first.

In this tutorial, you will set priority on one conversation.

Time needed: 5 minutes

Before you start

Make sure:

  • You can open the conversation in Live Chat.
  • Your login can edit the contact. If Set Priority will not open, ask the account owner.

1. Open the conversation

On the left menu, click Live Chat.

Click the thread.

Live Chat with the sample conversation open Live Chat with the sample conversation open
Open the conversation. Other chats are hidden.

2. Open Set Priority

In the conversation header, click the priority control.

The Set Priority dialog opens.

Set priority flag button highlighted Set priority flag button highlighted
Click the flag icon at the top.

3. Choose High

Click High.

If the customer needs an answer now, click Urgent instead.

Set Priority list with High highlighted Set Priority list with High highlighted
Choose High.

Make sure it worked

The header shows High or Urgent.

You can also find it later under Filters → Priority.

If it didn’t work

I cannot open Set Priority

Your login may not include contact edit. Ask the account owner.

I want to clear it

Open Set Priority again and click None.

Next

Read the lead score in Read Lead Insights.

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