Conversation Management & Actions is the operational layer of Copilot where operators control the lifecycle of a thread: update status, apply labels, assign ownership, and trigger actions without leaving the conversation view.
In this section
- Move conversations through a consistent status model your team agrees on.
- Apply labels and assign threads so ownership is never ambiguous.
- Use quick actions to send transcripts, notify a team, or hand off to another agent.
- Archive and export conversations for retention and compliance.
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Video overview
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