What is conversation monitoring?

Monitoring is what Simple Chat does with conversations that can't be finished yet. A package is in transit and tracking won't update until tomorrow. A warehouse action is pending. The honest answer is 'check back in 48 hours.' Instead of leaving that thread open for staff to remember, the AI moves it into monitoring with a scheduled check-in, and the system owns the follow-up. The customer can be told what to expect; nobody keeps a mental to-do list.

What a check-in actually does

When the follow-up time arrives, Simple Chat re-runs the relevant tools, such as fresh order or tracking checks, and picks one of four outcomes: update the customer if there's news worth sharing, keep monitoring if the situation needs more time, close the conversation if it's resolved, or escalate to staff if a human decision or intervention is required. Real work at every check-in, not a reminder ping.

If the customer writes back first

Monitoring is a ticket state, not a mute. A customer who writes before the scheduled check-in gets a real answer from current context: order data, prior replies, your instructions. The assistant won't substitute a generic 'we're still monitoring' acknowledgement, and if no customer-facing update is needed, it can stay silent. If the customer asks for a person, monitoring ends and staff take over; scheduled check-ins don't continue past that handoff.

Where it fits

Shipping issues like delayed scans, in-transit delays, and delivery exceptions. Pending warehouse actions where pick, pack, and ship aren't complete. Carrier windows that haven't elapsed. Any case where the correct next step is wait, re-check, then act. Your team sees monitored conversations in the dashboard alongside active and closed work, so nothing rides on memory. One setup note: enable the tools (orders, tracking, ShipHero if you use it) so each check-in has data to compare against the last visit.

Changelog releases

This topic appears in the following release notes: