> ## Documentation Index
> Fetch the complete documentation index at: https://watermelon.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage conversations

> Learn how to manage conversations in Watermelon using features that help you and your team stay organized and responsive.

Managing conversations in Watermelon helps you stay **organised,** collaborate efficiently with your team, and provide fast, consistent support to your customers. From fielding **new** messages, to adding **notes** or **archiving** conversations, Watermelon gives you a **clear workflow** to keep everything running smoothly.

## New Conversations

All new customer messages appear in the **New** inbox.

A **badge** next to New shows how many conversations are **waiting** to be picked up.

<Frame>
  <img src="https://mintcdn.com/watermelon/EnPNqwyxxoA-uSWn/images/manage-conversations/manage-conversations-new-conversations.png?fit=max&auto=format&n=EnPNqwyxxoA-uSWn&q=85&s=667cce79a1f55389461da018c6888b1c" alt="Manage Conversations New Conversations" width="2938" height="1390" data-path="images/manage-conversations/manage-conversations-new-conversations.png" />
</Frame>

### Picking up a new conversation

1. Open **Inbox**
2. Select **New**
3. Click **Assign to me** to take ownership

<Frame>
  <img src="https://mintcdn.com/watermelon/EnPNqwyxxoA-uSWn/images/manage-conversations/manage-conversations-assign-to-me.png?fit=max&auto=format&n=EnPNqwyxxoA-uSWn&q=85&s=fa5d5e157c0d88af5eba5b007a06819a" alt="Manage Conversations Assign To Me" width="2938" height="1390" data-path="images/manage-conversations/manage-conversations-assign-to-me.png" />
</Frame>

Once you **pick up** a conversation, it moves to **Your inbox**.

<Frame>
  <img src="https://mintcdn.com/watermelon/EnPNqwyxxoA-uSWn/images/manage-conversations/manage-conversations-your-inbox.png?fit=max&auto=format&n=EnPNqwyxxoA-uSWn&q=85&s=cb348af270d37cff0bda7f7f2b2ee0d2" alt="Manage Conversations Your Inbox" width="2938" height="1390" data-path="images/manage-conversations/manage-conversations-your-inbox.png" />
</Frame>

## Active Conversations

Your inbox contains all conversations that:

* You **picked up**
* Someone **assigned** to you
* You **took over** from another agent
* **Were transferred** from an AI Agent

From here, you can:

* Reply to the customer
* [Customize your inbox](/help-center/inbox/customizing-your-inbox-view) view
* [Forward to another user or team](/help-center/inbox/forwarding-conversations)
* Add [Notes](/help-center/inbox/notes) to keep internal information
* Add [Tags](/help-center/inbox/tags) to help categorize the conversation
* Use [Filters](/help-center/inbox/filters) to organize what you see
* [Take over a conversation](/help-center/inbox/take-over-conversations) already handled by another agent or the AI Agent

<Tip>
  Administrators can see conversations across all teams, users, and AI Agents
</Tip>

### Replying to the Customer

When you’re in an **active conversation**, you can reply to the customer using the message bar at the bottom of the conversation. You can **format** your message with **bold**(1), *italic* (2), or emojis (3) to keep your communication clear and friendly. You can also **upload** files or images (4) directly into the conversation when you need to **share** documents, screenshots, or other attachments.

<Frame>
  <img src="https://mintcdn.com/watermelon/EnPNqwyxxoA-uSWn/images/manage-conversations/manage-conversations-format-text.png?fit=max&auto=format&n=EnPNqwyxxoA-uSWn&q=85&s=ad18dd1658f7ae38e15d9ee8a6d0d49b" alt="Manage Conversations Format Text" width="2938" height="1390" data-path="images/manage-conversations/manage-conversations-format-text.png" />
</Frame>

Next to the message field, you’ll find the **Send** button. Clicking the arrow opens two options:

<Frame>
  <img src="https://mintcdn.com/watermelon/EnPNqwyxxoA-uSWn/images/manage-conversations/manage-conversations-send-options.png?fit=max&auto=format&n=EnPNqwyxxoA-uSWn&q=85&s=4dfd27a7e8c235bcbf7fa0035cade8fd" alt="Manage Conversations Send Options" width="2938" height="1390" data-path="images/manage-conversations/manage-conversations-send-options.png" />
</Frame>

* **Send** — deliver your message and keep the conversation open
* **Send & close** — send your final message and immediately close the conversation

This makes it easy to respond in the way that best fits your workflow.

### Notes & Tags

During an active conversation, you can add internal information using the Details Panel:

•	[**Notes:**](/help-center/inbox/notes) internal-only comments about context, follow-up items, or important details

•	[**Tags:**](/help-center/inbox/tags) labels that help organize, search, or categorize conversations

### Forwarding & Reassigning Conversations

If a conversation needs to be handled by someone else, you can:

* Forward to another **user**
* Forward to a **team**
* **Remove** yourself from the conversation (returns it to unassigned)

<Info>
  See: [Forwarding Conversations.](/help-center/inbox/forwarding-conversations)
</Info>

Admins can also take over or assign conversations from Support Agents or AI Agents.

<Info>
  See: [Taking Over Conversations.](/help-center/inbox/take-over-conversations)
</Info>

### Teams

If your company operates in **teams** (e.g., Support, Sales, Regions, or follow-up teams), you can manage conversations inside your team workspace:

<Frame>
  <img src="https://mintcdn.com/watermelon/EnPNqwyxxoA-uSWn/images/manage-conversations/manage-conversations-team-inbox.png?fit=max&auto=format&n=EnPNqwyxxoA-uSWn&q=85&s=b4443abf803ba68bd56089d196de42b1" alt="Manage Conversations Team Inbox" width="2938" height="1390" data-path="images/manage-conversations/manage-conversations-team-inbox.png" />
</Frame>

* Team → **Unassigned**: conversations waiting for someone in **your team**
* Team → **My Conversations**: assigned to **you**
* Team → **All**: visible to**all**  team members

See: [Creating Teams](/help-center/inbox/create-teams) and [Working in Teams](/help-center/inbox/working-in-teams)

## Closing Conversations

When you’re **finished** helping a customer, **close** the conversation to complete the lifecycle by clicking **Close conversation** above the conversation screen.

<Frame>
  <img src="https://mintcdn.com/watermelon/EnPNqwyxxoA-uSWn/images/manage-conversations/manage-conversations-close-conversation.png?fit=max&auto=format&n=EnPNqwyxxoA-uSWn&q=85&s=3d85e819c1b0e550105aae16011cccc3" alt="Manage Conversations Close Conversation" width="2938" height="1390" data-path="images/manage-conversations/manage-conversations-close-conversation.png" />
</Frame>

Closing a conversation will:

* **Save** the conversation
* **Update** your analytics
* **Move** the conversation out of your active inbox

Watermelon will also **auto-close** conversations that remain inactive for four days, helping you keep a clean inbox.

### Where to Find Closed Conversations

You can filter Closed Conversations in all inbox filters:

* All
* New
* Your inbox
* Teams
* Users
* Agents

#### **How it works**

<Steps>
  <Step title="Select inbox filter">
    Go to Inbox and select any inbox filter. For example All.

    <Frame>
      <img src="https://mintcdn.com/watermelon/QRNq1OCBs8kYIT1M/images/closed-conversations-1.png?fit=max&auto=format&n=QRNq1OCBs8kYIT1M&q=85&s=5e19baeb04ffc1197e9c2eaa52e8b4ea" alt="Closed Conversations 1" width="1440" height="702" data-path="images/closed-conversations-1.png" />
    </Frame>
  </Step>

  <Step title="Select closed">
    Click within the conversation list at the top left on the button that says "Open"

    <Frame>
      <img src="https://mintcdn.com/watermelon/QRNq1OCBs8kYIT1M/images/closed-conversations-2.png?fit=max&auto=format&n=QRNq1OCBs8kYIT1M&q=85&s=3cbc915ac6c52d45b2c4e874e5f896b8" alt="Closed Conversations 2" width="1439" height="701" data-path="images/closed-conversations-2.png" />
    </Frame>
  </Step>

  <Step title="See closed conversations">
    You’ll now see a full overview of all closed conversations

    <Frame>
      <img src="https://mintcdn.com/watermelon/QRNq1OCBs8kYIT1M/images/closed-conversations-3.png?fit=max&auto=format&n=QRNq1OCBs8kYIT1M&q=85&s=548277883a17bb77d781d8d0064726df" alt="Closed Conversations 3" width="1440" height="704" data-path="images/closed-conversations-3.png" />
    </Frame>
  </Step>
</Steps>

**Closed conversations in Contacts**

Closed conversations are stored under **Contacts.**

To view a closed conversation:

1. Go to **Contacts**
2. Search for the **customer**
3. Open the **contact**
4. Select **Closed conversations**
5. Click a **Date** to view the full conversation

<Frame>
  <img src="https://mintcdn.com/watermelon/EnPNqwyxxoA-uSWn/images/manage-conversations/manage-conversations-contact-closed.png?fit=max&auto=format&n=EnPNqwyxxoA-uSWn&q=85&s=dc177137730973436d3ac17cccf1d44c" alt="Manage Conversations Contact Closed" width="2938" height="1390" data-path="images/manage-conversations/manage-conversations-contact-closed.png" />
</Frame>

You can also **access** closed conversations directly from the **Details Pane**l of an active conversation if you are speaking with a **returning** customer.

<Frame>
  <img src="https://mintcdn.com/watermelon/EnPNqwyxxoA-uSWn/images/manage-conversations/manage-conversations-closed-conversations.png?fit=max&auto=format&n=EnPNqwyxxoA-uSWn&q=85&s=88c08bf1e783af4106535c655a4db659" alt="Manage Conversations Closed Conversations" width="2938" height="1390" data-path="images/manage-conversations/manage-conversations-closed-conversations.png" />
</Frame>

<Info>
  **What information is needed to see a closed conversation in Contacts?**

  * Instagram, Facebook, and WhatsApp automatically include the needed contact data
  * Website widget conversations appear once the customer submits their details
</Info>

## Deleting Conversations & Data

You may want to **delete** conversations to keep Watermelon tidy or for **privacy compliance**.

To do this from Your **Inbox**:

<Warning>
  **Note:** Deletions are permanent and cannot be undone.
</Warning>

1. Open the **conversation**
2. Click the **three dots**
3. Choose **Delete**

This **permanently** removes the conversation and all customer data from analytics.

<Frame>
  <img src="https://mintcdn.com/watermelon/EnPNqwyxxoA-uSWn/images/manage-conversations/manage-conversations-delete.png?fit=max&auto=format&n=EnPNqwyxxoA-uSWn&q=85&s=5623571d0beef0136d9806bd6d944669" alt="Manage Conversations Delete" width="2938" height="1390" data-path="images/manage-conversations/manage-conversations-delete.png" />
</Frame>

To delete all conversations for a **specific contact:**

1. Go to **Contacts**
2. Find the **customer**
3. Click the **trash** can icon

This deletes:

* All **conversations**
* All associated **contact information**

<Frame>
  <img src="https://mintcdn.com/watermelon/EnPNqwyxxoA-uSWn/images/manage-conversations/manage-conversations-delete-contact.png?fit=max&auto=format&n=EnPNqwyxxoA-uSWn&q=85&s=5116f55488bafd762a8560fe8fe83c08" alt="Manage Conversations Delete Contact" width="2938" height="1390" data-path="images/manage-conversations/manage-conversations-delete-contact.png" />
</Frame>

You can also configure **automatic deletion** through:

1. Settings → **GDPR** compliance
2. **Toggle On** GDPR Compliance
3. Select a **timeframe** to delete (week, month, year) and **how long** to wait before deleting.
4. Click **Save**

<Frame>
  <img src="https://mintcdn.com/watermelon/EnPNqwyxxoA-uSWn/images/manage-conversations/manage-conversations-gdpr.png?fit=max&auto=format&n=EnPNqwyxxoA-uSWn&q=85&s=66fcc58d47bc103d0fc096249a04e7f8" alt="Manage Conversations Gdpr" width="2938" height="1390" data-path="images/manage-conversations/manage-conversations-gdpr.png" />
</Frame>

This removes all conversations—**open, closed, archived**—and their associated data automatically, after the indicated amount of time.
