> ## Documentation Index
> Fetch the complete documentation index at: https://docs.heyy.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Chat actions

> The searchable Actions menu, plus Refresh, Close, and the More menu.

**Chat actions** operate on the conversation as a whole — as distinct from [message actions](/help/inbox/message-actions), which apply to a single message. Two entry points expose them: the **Actions** icon in the [composer](/help/inbox/send-a-message), and the chat header's **Refresh**, **Close**, and **More (⋯)** controls.

## The Actions menu

Click the **Actions** icon in the composer to open a searchable command list — type a few letters of what you want to do and the relevant action surfaces immediately, the same way a command palette works in other productivity tools.

<Frame>
  <img src="https://mintcdn.com/heyy-c8bd5c9e/DhJ_IMhg_f5FskkC/assets/inbox-actions-menu.png?fit=max&auto=format&n=DhJ_IMhg_f5FskkC&q=85&s=2e9d2cd73795237d6713249616beb474" alt="Actions menu open with searchable command list" width="1534" height="828" data-path="assets/inbox-actions-menu.png" />
</Frame>

| Action                              | What it does                                                                                                                                                  |
| ----------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Send a WhatsApp template**        | Trigger an approved template directly — the way to resume messaging after a [conversation window](/help/inbox/chat-fundamentals/conversation-window) expires. |
| **Trigger automation**              | Start an existing [automation](/help/automations/index) for this conversation.                                                                                |
| **New chat**                        | Open a fresh conversation, optionally with the same contact on a different channel.                                                                           |
| **Search chat**                     | Search within the current conversation.                                                                                                                       |
| **Search contacts**                 | Look up a specific contact.                                                                                                                                   |
| **Search messages**                 | Locate a specific message across conversations — see [Global search](/help/inbox/find-and-organize/global-search).                                            |
| **Assign to user**                  | Hand this conversation to a specific teammate.                                                                                                                |
| **Assign to team**                  | Route this conversation to a [team inbox](/help/inbox/find-and-organize/team-and-user-inboxes).                                                               |
| **Upload image / video / document** | Attach media as part of a broader action flow rather than a simple send.                                                                                      |

## Header controls

The chat header above the conversation carries three additional controls:

| Control      | What it does                                                                                                              |
| ------------ | ------------------------------------------------------------------------------------------------------------------------- |
| **Refresh**  | Reloads the thread — useful if a message you expect to see has not appeared.                                              |
| **Close**    | Marks the chat closed — see [Chat lifecycle](/help/inbox/chat-fundamentals/chat-lifecycle).                               |
| **More (⋯)** | Additional per-chat options, including marking a conversation [sensitive](/help/inbox/chat-fundamentals/sensitive-chats). |

<Tip>
  Assigning a chat, or moving it to a different team, can trigger automations of its own — for example, a routing notification to the new assignee. See [Chat assigned](/help/automations/triggers/chat-assigned) and [Chat moved](/help/automations/triggers/chat-moved) triggers.
</Tip>