Before you start
Make sure you are working in the correct workspace and have permission for the task. Review the current configuration before making a change so you can recognize its effect.
This guide describes the intended production workflow. The downloadable website demonstrates the public interface; account, billing, and workspace controls require a connected service.
Prepare the right starting point
Start with incoming conversations and identify work that needs an owner.
Complete the task thoughtfully
Review active queues, team availability, and unresolved requests.
Verify the result
Use the reporting view for patterns rather than relying on a single moment’s numbers.
Final checks
Confirm that the result matches your intention and that the visitor or teammate affected by the change still has a clear next step. If something is unexpected, review the inputs and contact support with a concise explanation.