- Agent Guide Introduction
- What Is Agent Desktop?
- User Interface OverviewGetting Started
- Working in Agent Desktop
- OverviewAccepting Email
- How to Accept an EmailCreating Cases
- How to Create New CasesFollow-ups
- How to Use Pinned Cases to Send a Follow-up Outbound Email
- How to Use Cases to Send a Follow-up Outbound EmailFonts
- How to Change Default Email FontHandling Email
- How to Close an Email without Replying
- How to Change an Assigned Email Service
- How to Compose a Reply
- How to Transfer an Email
- How to Forward an Email
- How to Send a New Outbound Email
- How to Save an Email as a Draft
- How to Copy and Paste Images into EmailMasking Data
- How to Mask Sensitive DataPrint
- How to Print an EmailRetrieving Email from Queue
- How to Retrieve an Email from the Team Queue
- How to Retrieve an Email from Personal QueueReviewing Email
- How to Review an Incoming Email
- Chat Center
- Knowledge Base
- Outbound Campaigns
How to Save an Email as a Draft
If you have started working on a reply or an outbound email, but you unable to finish it at the moment for any reason, you can save such an unfinished email as a draft in your personal queue. To save an email as a draft, click the Save draft and complete interaction button .
Note: If you are saving a draft because your working shift is about to end, consider making yourself Not Ready before saving the draft. Otherwise you may get a new interaction right away. This note is only essential if the emails are delivered to you via the Push method.
The email draft will be removed from your Active Communications List and saved in Personal Queue. You will be able to retrieve it and continue its processing at any time. For more information, see section How to Retrieve an Email from Your Personal Queue.
Note: If you have any unfinished emails on your desktop when you log out of the system, all those emails will be saved as drafts in your personal queue automatically. You will have to retrieve them manually in order to finish their processing the next time you log in.