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Inbox: Improve customer service

Getting to know your inbox to connect with your customers and to level up your business

Getting started with your new inbox

See how you can navigate around the inbox section and get everything out of it

Written by Luca MicheliLast update 2 years ago

Navigate through teams and teammates and assign conversations

In this article, you will learn how to manage teams and navigate though them in your inbox section. You will see how easy it is to assign conversations to your teammates and teams

Written by Luca MicheliLast update 2 years ago

How to create canned responses

This article is about how to build your list of canned responses

Written by Luca MicheliLast update 2 years ago

Schedule messages to send them later

Learn with this guide how to schedule messages to send them later and how to see the list of all scheduled messages

Written by Luca MicheliLast update 2 years ago

Close and reopen your chat conversations

Learn how you can open or close conversations in your inbox

Written by Luca MicheliLast update 2 years ago

Contact and company properties in your inbox

This article is about how to access user information in your inbox

Written by Luca MicheliLast update 2 years ago

Get to know your contact's name, email address, browser and location info

In this article you will learn what kind of information you can see in your inbox about your lead or a user to improve your customer service

Written by Luca MicheliLast update 2 years ago

Post internal conversation notes and tag your teammates

We will be learning together how to mention your teammates in your internal conversation note

Written by Luca MicheliLast update 2 years ago

How to filter a conversation by a conversation tag

In this article, you will earn how to filter conversations by your added tag

Written by Luca MicheliLast update 2 years ago

Send chat conversation transcript to your customer

This article is for you if you want to know how to send chat transcripts to your customers or yourself

Written by Luca MicheliLast update 2 years ago

See the actions made in the conversation

If you want see all the actions that has been made in the conversation, this article is for you

Written by Luca MicheliLast update 2 years ago

Add your sent message to canned responses

In this article we talk about how to save your message you sent to a customer as a canned response

Written by Luca MicheliLast update 2 years ago

Add notes to your contact

In this article you will learn how to add important notes to your contact

Written by Luca MicheliLast update 2 years ago

Use of shortcuts in your inbox

Open this article to learn about the shortcuts we offer to use in your inbox

Written by Luca MicheliLast update 2 years ago

Attach files and media to your messages

In this article we will cover how to attach files to your messages

Written by Luca MicheliLast update 2 years ago

Edit and delete your sent messages

If you want to learn how to edit a message that has been alredy sent or delete it, this article is for you

Written by Luca MicheliLast update 2 years ago

Enrich your messages with emojis and GIFs

Learn how easy it is to add emojis and GIF files to your messages

Written by Luca MicheliLast update 2 years ago

Add your Help Center article to a message in a few seconds

Learn how to improve your customer service with providing your articles in the message in a few clicks

Written by Luca MicheliLast update 2 years ago

Reply button types to send a message to your customers

You will learn how to send a message to a customer to ensure you provide the greatest customer service

Written by Luca MicheliLast update 2 years ago

How to see the full list of scheduled messages

In this article, you will see how to access the list of all the messages you previously scheduled to your customers

Written by Luca MicheliLast update 2 years ago

How to tag conversations

If you want to learn how to tag conversations to improve your customer service, this article is for you

Written by Luca MicheliLast update 2 years ago

Block, unsubscribe or delete a contact

This article is all about how to block, unsubscribe from newsletters or delete your contact

Written by Luca MicheliLast update 2 years ago

Video Live Chat to be closer to your audience

In this article we will talk about how to call your customers with a simple one click in your inbox to provide the most convinient and the best customer service in your live chat software

Written by Luca MicheliLast update 2 years ago

How do I know if my customer is online or offline

This article is for you to learn where to see if your customer is online or offline

Written by Luca MicheliLast update 2 years ago

Rating contacts based on your business needs

In this article, we will be talking about your users and leads ratings and how to rate them in your inbox

Written by Luca MicheliLast update 2 years ago

Find the recent page your contact viewed

This article is about how to access user information in your inbox

Written by Luca MicheliLast update 2 years ago

Conversation history in your inbox

In this article, we talk about the conversation history and where to find it

Written by Luca MicheliLast update 2 years ago

Tag contacts in your inbox

Learn how to tag your contacts in your inbox

Written by Luca MicheliLast update 2 years ago

Organize your contact details in the inbox

In this article, you will learn how to reorder a lead or user details in your inbox

Written by Luca MicheliLast update 2 years ago

See the contact events and lists in your inbox

In this article you will learn how to see which segments your contact is in and the events he triggered

Written by Luca MicheliLast update 2 years ago

How to create a team to organize conversations and notify teammates

This tutorial is all about how to create a team to organize your chat messages and notify the right people

Written by Luca MicheliLast update 2 years ago

How to assign chat messages based on user's data

If you want to assign a conversation based on the user data, you can use the Smart Assignment Rules

Written by Luca MicheliLast update 2 years ago

Manage your canned responses in the Inbox settings

In this article, we talk about how to manage the canned responses in the Inbox settings: edit, create and browse

Written by Luca MicheliLast update 2 years ago

How To Assign Conversation To Multiple Teammates

Is it possible to notify all teammates if a conversation has started? Yes, it is. And it’s simple. You need to assign the incoming conversations to a team shared with all your teammates.

Written by Luca MicheliLast update 2 years ago