Inbox and team

Use the inbox to reply to chats

A tour of the Inbox: the conversation list, filters, replying, and the contact panel with everything you know about the customer.

Before you start

Click Inbox in the sidebar (1). The left column lists every conversation (3), newest first. Unread conversations are in bold with a count.

The Inbox with Inbox marked in the sidebar and the search box marked 2 and the first conversation marked 3
Click a conversation to open it. The messages appear in the middle, and the box at the bottom (2) is where you type your reply. Press Enter to send.

An open conversation with the message box marked 2
To find a conversation, use the search box and the filters (2) above the list. You can filter by status, by assigned teammate, or show only unread conversations.

The search box and filters above the conversation list marked 2 and 3
The panel on the right (2) shows the contact: name, phone, tags, deals and notes. Use it so you never have to ask a customer something you already know.

The contact panel's Source line marked 2