Auto‑lock Conversations & Threads

What is auto‑lock?

Auto‑lock lets you automatically:

• Archive conversations or threads

• Close conversations or threads to new replies

• Close the ability to post reactions (emojis)

…based on flexible rules such as:

• How long has it been since the conversation or thread started

• How long has it been since the last message

• How many messages have been sent

• Whether those messages were from anyone, only guests, or only team members

This helps you keep your workspace tidy and ensure older conversations and threads quietly close down on autopilot.

Where you can use auto‑lock

• Account settings: set default rules for all new conversations and threads.

• Conversation settings: override those rules for specific conversations and threads from that conversation.

Set account‑level auto‑lock defaults

1. Open Account Settings

   • Go to your Account Settings → Conversations & Messages → Auto‑lock.

2. Choose scope: Conversations vs Threads

   • Use the Conversations / Threads tabs to switch between:

     • Conversations (entire conversation)

     • Threads (replies under a single message)

3. Enable auto‑lock

   • Click “Enable Auto‑lock for the conversation” (or for threads).

   • This reveals the Auto‑lock Rules section.

4. Pick what should happen

   • Under “Auto‑lock actions to perform”, choose:

     • Archive conversation / Archive thread

     • Close conversation to new replies / Close thread to new replies

     • Close reactions

5. Define when it should run

   • Wait period: Enter a number (e.g. 7) and unit (minutes, hours, days, weeks, months).

   • When to trigger:

     • Time since conversation start / thread creation

     • Time since last message…

     • Number of messages sent…

6. Fine‑tune who can trigger it (optional)

   • For “last message” or “number of messages” rules, choose:

     • From anyone

     • From guest(s)

     • From team member(s)

   • Optional: For message‑count rules, set “Specific number of messages” (e.g. 20).

7. Save your account settings.

Configure auto‑lock on a specific conversation

1. Open conversation settings

   • Go to Settings → Auto-lock.

   • Image idea: Conversation page with the title and top toolbar.

2. Adjust rules

   • Use the Conversations / Threads tabs inside the modal.

   • Enable Auto‑lock and configure actions, wait period, trigger, and (optionally) who can trigger and message threshold—same options as at account level.

   • In the Threads tab, use “Copy settings from Conversations” to start from your conversation‑level rules.

3. Autosave

   1. Changes here auto‑save; a small autosave icon confirms when updates are stored.

What users will see

When a rule fires:

• Closed replies: The conversation or thread shows a “Replies are closed for guests” state and can’t receive new messages from guests.

• Archived: It moves out of the main active list but remains accessible.

• Closed reactions: No new reactions can be added; existing ones stay visible.