Update Conversation
Set agents, tags, answer mode, status, marketing opt-out, translation, and AI summarize on a conversation.
The Update Conversation action applies conversation-level settings in one step: routing, tags, bot/manual/AI mode, status, marketing opt-out, optional auto-translation, and optional AI summarize.
When to use
- Route to humans (assign agents) or label threads (tags).
- Switch answer mode (bot / manual / AI).
- Close, snooze, or set custom statuses.
- Enable translation or conversation summary for agents.
Configuration
| Field | What it does | When to use |
|---|---|---|
| Select Agents | Multi-select workspace agents | Handoff or ownership |
| Select Tags | Multi-select conversation tags (with colors) | Classification, queues |
| Answer Mode | bot, manual, ai, or none | Control who replies next |
| Status | Built-in (open, closed, standby) + custom statuses from API | Pipeline / inbox state |
| Opt-Out Marketing Messages | Yes / No / none | Marketing compliance |
| Use Translation | Toggle; when on, agent language, client language, Auto Translate | Cross-language support |
| Summarize Conversation | Toggle under AI section | Store/run summarize like AI node |
| Description | Canvas note | Documentation |
Answer Mode values
| Value | Meaning |
|---|---|
bot | Automated handling |
manual | Human agents |
ai | AI-assisted |
Select None to leave answerMode unset.
Translation (when enabled)
| Sub-field | What it does |
|---|---|
| Agent Language | languageCode for agent-side text |
| Client Language | targetCountryCode for customer text |
| Auto Translate | Translate outgoing messages automatically when sending |
Defaults on enable: English agent and client codes, autoTranslate false until checked.
Status and tags
- Tags and statuses load from Pingmee (refresh on section headers).
- Custom status ids from the API appear alongside enum statuses.
Flow behavior
- Output: Single edge.
- Only fields you set are written; None clears optional selects (answer mode, status, opt-out).
Examples
Escalate to human
- Answer Mode →
manual. - Select Agents → tier-2 team.
- Status →
open.
End flow in closed state
- Status →
closed. - Opt-Out Marketing Messages → No if they opted in during the flow.