Introduction
The Inbox section serves as the central point for all customer interactions, incorporating emails, calls, social media messages, online reviews, and more, into one unified platform. This integration significantly enhances the efficiency of your team's communication efforts.
1. Begin by selecting the 'Conversations' button.
Initiate your session by clicking on the 'Conversations' button to access your communication hub.
2. Message Panel
View and manage all incoming messages sorted by conversation in this panel.
3. Conversation Header
Identify the current conversation through details like contact name and status, visible at the top of the conversation window.
4. Conversation Panel
Engage with the selected conversation here, where messages are exchanged and displayed.
5. Contact details Panel
Access detailed information about the contact involved in the conversation, including prior interactions and contact specifics.
6. Manual Actions
Perform manual tasks such as sending emails, scheduling calls, or setting reminders directly from this panel.
7. Templates (Snippets)
Utilize pre-defined templates or snippets to quickly respond to common inquiries or messages.
8. Trigger Links
Use trigger links within your conversations to perform automated actions based on predefined criteria.
