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Shared Inbox

Manage customer conversations with your team in real-time. Assign conversations, send messages, and collaborate efficiently.

Getting Started with the Shared Inbox

Navigate the inbox, understand conversation list, and manage unread messages.

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Sending Messages & Using Templates

Send text, media, and template messages directly from the inbox.

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Agent Assignment & Conversation Handoff

Claim conversations, transfer between agents, and manage workloads.

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Message Reactions & Reply Quoting

Use emoji reactions and reply-to-quote for efficient team communication.

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Understanding Conversation Statuses

Learn about open, resolved, and reopened conversation states.

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Adding Private Notes to Contacts

Add internal notes to conversations visible only to your team.

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Setting Up Keyword Auto-Replies

Automate responses triggered by keywords in customer messages.

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