Engage Digital | Managing interactions in Routing mode

Routing mode allows you to check what to prioritize since your messages are grouped together according to their workflow status. Interactions are routed to agents based on how they are configured in the admin interface and according to agent competencies and level of urgency. 
A new interaction will first route to the Ongoing folder, and the agent will get an alert that there’s a new interaction. When the agent accepts the interaction by clicking on the chat, the message thread will pop up in the middle panel. 
Your administrator may set a time limit for accepting interactions via the admin interface and any missed interaction will affect agent productivity. If set by your administrator, the notification for an awaiting interaction will no longer be visible once an awaiting interaction times out.
If there are inactive messages in the Ongoing folder, you will be alerted with a pop-up that the interaction has been inactive. You can declutter the Ongoing folder by choosing to defer that interaction to a later time, transfer it to another agent more capable of solving the interaction, or completing the interaction. 
You can also use your message action items to perform interactions.

Message action items in Routing mode

Message action items can be used to respond to customer messages, transfer interactions, edit replies, and more. While some elements of the Inbox and Routing mode may differ, some message action items you’ll see in Inbox may also be available in Routing mode.

To access the action items for a message in Routing mode, simply hover over the message and the action items will appear to the left of the message.
Message action items in Tasks view
The following list includes some action items that might be available to you:
  • Resume: Indicated by a rightward arrow inside a square icon, this allows you to reply to a message. This will allow you to respond back to cases that are completed and transfers the interaction from the History folder to the Ongoing folder.
  • Categorize thread: Indicated by a tag icon, this categorizes messages to a different folder.
  • Defer: Indicated by a clock icon, this delays a response to the message for a specified time period.
  • Transfer: Indicated by a rightward icon, this transfers the interaction to another team or agent.
  • Complete: Indicated by a checkmark icon, this marks the interaction as complete.
  • Print thread: Indicated by a printer icon, this lets you print or save a copy of the entire thread. Read Printing a thread for more information on this feature.
  • View audit log: Indicated by a notepad icon, this opens the Audit log window, which displays all messages and activity for all cases.
  • Change language: Allows you to switch to a different language setting. Once clicked, the Message language edition window will open up where you can select your preferred language.
  • Ignore: Indicated by an archive icon, this ignores all future messages in the same message thread.
  • Mute: Indicated by a speaker and x mark icon, this mutes all future messages in the same message thread.
  • Lock thread: Indicated by a lock icon, this will close and lock the message thread. You can’t reply to a locked thread.
  • Unlock thread: Indicated by a lock icon, this unlocks the message thread.
  • Ask an Expert: Allows you to consult an Engage Digital expert for help with a customer’s concern. Read Ask an Expert for more information on this feature.
  • Cobrowsing: Allows you to request a collaborative browsing session with a customer. Read Cobrowsing for more information on this feature.
  • Extra actions: Allows you to see other action items that you can do for a message. Some of the action items enumerated above can be accessed here, depending on how it’s configured by your admin.

Accepting an interaction

Before you can reply to a customer message, you need to assign that message to yourself. Once you are alerted about an awaiting interaction in the left pane under the Ongoing folder, you can simply click on the message to accept the interaction. The interaction status will change to Ongoing case once accepted. 
1. Navigate to Routing mode via the left-hand navigation bar.
2. In the Ongoing folder, click on the awaiting interaction to accept and open the message thread in the right panel.
3. Enter your response in the message window at the bottom. 
4. Click Send.
Each interaction has a status indicating whether it has been processed or not. Once you accept the interaction, the message status changes from New to Assigned. This prevents other agents from working on the same message. You can check the status of a message by hovering over the message near the agent initials. 
Accepting a task
Within a message thread, you can filter messages based on the agent or identity for a message.
Managing messages in tasks view

Message options

When replying to a message, there are icons under the reply text box next to the Send button. The same pop-up and options are available to you when you Reply or Reply privately for channels such as email, Facebook, and Twitter. 
You can use the following options when replying to a message:
  • Emoji: Indicated by a smiley face icon, this allows you to add an emoji to your replies by selecting one from the pop-up window.
  • Attach file: Indicated by a paperclip icon, this allows you to add an attachment by selecting a file from your computer. The attachment will be private when sending it through certain channels. A private attachment means that the URL to the attachment contains a JWT token which will expire. For more details, see Sending an attachment to a customer.
  • Schedule publication: Indicated by a clock icon, click this to schedule the date and time of message publication
  • Reply assistant: Indicated by a feather pen icon, click this to enable the reply assistant, which will appear to the right of the Reply window. The reply assistant allows an agent to reply quickly to a customer with knowledge base replies and similar question replies. 
  • Request approval: Indicated by a person icon, this allows you to request approval from a supervisor before sending. The request approval icon will grey out once activated.

Reply assistant in Routing mode

The reply assistant allows an agent to reply quickly to a customer with knowledge base replies and similar question replies. Knowledge base replies will contain a list of knowledge base entries configured by your administrator and organized into reply assistant groups. Similar question replies will display a list of previous replies on related subjects. 
The reply assistant can be helpful when answering repeated inquiries from customers requiring similar responses. Note that the reply assistant is created and configured by your administrator.
1. Navigate to Routing mode via the left-hand navigation bar.
2. Click on the selected message to open the message thread in the middle panel.
3. Below the message field at the bottom of the screen, click on the Reply assistant feather pen icon.
4. Insert a keyword in the message field or select a reply from the list.
5. Click Send.
Another way to use the reply assistant is similar to what you can do in Inbox. You can simply insert a keyword in the reply text box and the preformatted message autofills for the corresponding reply.

Sending or receiving images or files to or from a customer

Certain channels restrict the ability to send or view files of certain types:
  • Google Business Messages: When an agent replies to a customer on a Google Business Messages channel, they can send an image. The type of supported images are JPEG, JPG, and PNG formats with a max attachment size of 5MB.
  • Engage Messaging: An agent or customer cannot send SVG or WEBP files on this channel. SVG files that were previously uploaded to this channel may not be viewed and may only be downloaded.


If this feature is enabled and your role has permissions, you can request a collaborative browsing session with a customer, which allows the customer to share their screen with you while chatting to solve a problem. This feature is available for Engage Chat or Engage Messaging channels in the Live Chat or Web modes. For Engage Messaging, cobrowsing is available from web browsers only (both desktop and mobile). 
You typically discuss with the customer the need for a collaborative session before initiating a request. During a cobrowsing session, a customer can share most screen elements with you including images, videos, text, and canvas. Elements on a page with a shadow DOM, a third party iframe, or other content excluded by your admin cannot be shared. 
1. Navigate to Routing mode via the left-hand navigation bar.
2. Click on the selected message to open the message thread in the middle panel.
3. Advise the customer that you will be requesting a screen sharing session with them.
4. Below the message field at the bottom of the screen, click the Cobrowsing screen icon.
Once the customer accepts the invitation, you will see the customer’s screen in the right pane. Cobrowsing tools such as Take control and Highlight can be used during the session. You can continue to chat with the customer during the session using the left chat pane.
Either you or the customer can end the cobrowsing session at any time. To close a cobrowsing session, click on the Close x icon in the cobrowsing section on the right corner of the screen. The customer can stop the session from their chat window via the Deactivate button.

Using cobrowsing tools during a session

Once a session is established between you and the customer, you can use the Take control or Highlight tools by selecting these icons in the upper right corner of the session window.
Using cobrowsing tools during a session
  • Click the Take control arrow icon in the upper right corner to allow you to move the cursor for the customer, or to click on links or fill out forms. If this function is active, the agent will see a cutout arrow icon in the sharing area.
  • Click the Highlight wand icon in the upper right corner to highlight a key area of the customer’s screen.
  • Click the Close x icon in the upper right corner to end the session.

Ask an Expert

If you have the corresponding permission, you can easily consult with an Engage Digital expert to address difficult customer concerns. In addition to the permission, to use this feature, your company’s Engage Digital domain needs to be associated with a RingCentral account ID, and you must have access to that account.
To use this feature, follow these steps:
1. Navigate to Routing mode via the left-hand navigation bar.
2. Hover over the customer message with which you need help. 
3. Click on the More icon that appears. Click Ask an Expert.
4. Select the name of the expert you need to contact in the Ask an Expert window.
5. Enter your question in the window. Be as specific and as brief as possible. You are limited to 300 characters.
6. Check Share message history to send a transcript of your conversation with the customer along with your question. This will copy up to the previous 20 messages in the conversation. (optional).
7. Delete any messages in the message history that are not related to your question if you did step 6. You will not be able to do step 8 if there are more than 1500 characters in the message history. (optional)
8. Click Send.
9. Check the RingCentral app to view the expert’s reply.
Ask an expert window
The shared message history has the following limitations:
  • If the shared message history is longer than 1500 characters, you need to manually edit the history to meet that character limit, otherwise the Send button will be greyed out and you will not be able to click it.
  • If there are 20 or fewer messages in the conversation, all of the messages will be copied. The system can also copy only the customer’s messages if there are no agent replies in the conversation.
  • Customer and agent names are replaced with Customer and Agent respectively.
  • A temporary link for each attachment in the conversation, if there are any, will be included in the history. Each link is valid for one week.
  • Structured messages will only be partially copied:
    • Quick reply: Only the body of the message will be copied.
    • Rich link: Only the URL will be copied.
    • Template: Only the title will be copied.
    • Carousel: Only the title of the first item in the carousel will be copied.

Printing a thread

If you have the corresponding permission, you can print or save a copy of the entire message thread. To access this feature, hover over the top bar of the thread window, then click on the printer icon.
This feature has the following limitations:
  • It will try to print all messages in the thread, except for folded content (the agent messages or customer messages that already have replies or have been ignored).
  • It can print only up to the last 200 messages. For threads with more than 200 messages, use the filter command to reduce the number of messages that will be printed to 200 or fewer.
The printed copy will appear as follows:
  • As mentioned in the limitations, the entire thread will be printed unless it is filtered before being printed. This means that by default, the printed copy will contain messages from the whole thread and from all agents that participated in the thread.
  • Text messages, contextual data, message timestamps, agent and client names, and message statuses will be printed.
  • All images (including animated GIFs), videos, and structured messages will be printed as static images.
  • Other file attachments such as documents will not be printed. Instead, a corresponding icon will be shown to indicate the file type of the attachment.
  • If a message’s content was anonymized by demand in the system’s interface, that content will also be anonymized in the printed copy. However, content from Twitter is a possible exception to this rule. If the thread includes content from Twitter that was not anonymized by demand, then it will appear plainly in the printed copy.
Before printing a thread, check the print preview window to ensure that the printed copy does not contain private information.

Deferring an interaction

An agent can delay a response to a message for a specified time period. Once the agent defers the message, it will move to the Deferred folder. Deferred messages will move back to the Ongoing folder at the specified time period the agent selects. 
This is helpful when you need to get back to a customer at a certain time. Deferring an interaction can be helpful to organize your messages by decluttering the Ongoing folder. Depending on how it’s configured for you, all inactive interactions in the Ongoing folder will trigger a pop-up telling you that this interaction has been inactive for the specified time period your admin sets. You have the option then to transfer that interaction, defer, or complete it, so it doesn’t stay inside your Ongoing folder.
1. Navigate to Routing mode via the left-hand navigation bar.
2. Hover over the message and click the Defer clock icon.
3. Select a time or date from the dropdown menu.
If you need to reply to a deferred interaction before the specified time period you selected, you can manually transfer that interaction back to the Ongoing folder. To resume a deferred interaction, simply navigate to the Deferred folder, hover over the message, and click the Resume rightward arrow inside a square icon. Note that you can resume a deferred interaction only from the Deferred folder, and in the History folder, you can only resume a completed interaction. When you resume an interaction, an ‘Interaction resumed by an agent’ entry gets added to the audit log, and the ‘Interaction resumed from’ field has a value of ‘completed’ or ‘deferred’ depending from which tab the agent resumed the interaction.

Transferring an interaction

An agent can transfer an interaction to another team or agent more capable of solving the interaction. As soon as you accept an awaiting interaction, you have the option to immediately transfer the interaction, so it gets routed to the right agent in a timely manner. 
1. Navigate to Routing mode via the left-hand navigation bar.
2. Under the Ongoing folder, select a message.
3. Hover over the message and click the Transfer rightward arrow icon.
4. Configure the settings as desired (see below for more info).
5. Click Transfer.
The settings you encounter when transferring an interaction defined below:
  • Agents: Transfer directly to another agent.
  • Teams: Transfer to another team or the next available agent.
  • Categories: Transfer to any agent with the matching categories associated in his or her profile.
  • Language: Transfer to any agent with the necessary language in their profile.
  • Comment: Leave any agent notes.
  • Bypass queue and force assignment to agent: Put an interaction on high priority before transferring to another agent. This is only accessible if you have supervisor access or permission to monitor interactions.

Completing an interaction

Completed interactions are cases which have been solved by agents. All completed interactions are nested under the History folder. If an interaction has unread messages, it will be automatically ignored once you complete the interaction.
You must ensure that the interaction is resolved before marking it complete. Depending on how your admin has configured the system, you may also be required to answer additional questions from the customer that are not related to their initial question or concern.
When interacting with a customer through the Engage Messaging and Engage Chat channels, you will receive a notification if the chat conversation is closed by the customer. In the interaction preview, you will see the message ‘The conversation has been closed.’ This notification allows you to close or complete the interaction if all issues have been resolved.
1. Navigate to Routing mode via the left-hand navigation bar.
2. Hover over a message and click the Complete checkmark icon.
3. In the Disposition window, select a category from the Category dropdown field.
4. Enter agent notes in the notes field (optional).
5. If Smart Conversation Close is not enabled, click Save.
6. If Smart Conversation Close is enabled, check Wait for a response before smart conversation close to give the customer a chance to proactively ask additional questions. Leave it unchecked to immediately send the automated message asking the customer if they have additional questions. Continue the conversation if the customer has other questions or concerns.
7. If the customer has no other questions or concerns, repeat steps 2 to 4 then click Save.
Select disposition
If no disposition is needed and Smart Conversation Close is not enabled, once you click Complete, the message will close and a pop-up message with a prompt that says ‘Interaction complete’ will appear. 
If no disposition is needed but Smart Conversation Close is enabled, when you click Complete the system will automatically ask the customer if they have other questions or concerns. The customer can choose to answer using two buttons, Yes and No. If the customer chooses Yes within the allowed waiting period, the system will automatically ask the customer for more information about their new question or concern. You must then continue the conversation.
View of smart conversation question sample
View of smart conversation reply sample
If instead of choosing Yes or No, the customer sends a reply within the allowed period, the system assumes that the customer does have other concerns and has provided details. In this case, the system will no longer send the second automated message and you must continue the conversation.
View of a customer reply with a custom response
If the customer chooses No or does not reply within the allowed period, the system will automatically mark the conversation as completed.
View of a complete conversation
If in any case you need to get back to a message you already marked complete, you have an option to resume that interaction. To do so, navigate to the History folder, hover over an interaction, and then click on the Resume rightward arrow inside a square icon. 
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