Inbox

Add collaborators to a conversation so a teammate can help without becoming the assignee, and remove them when their part is done.

Learn how to navigate the Inbox module’s side panel, conversation list and vertical sidebar.

Learn how to navigate, and manage conversations in Inbox.

Learn how to manage email conversations in Inbox, including sending, replying, and reviewing emails.

Learn how to use the AI Assist feature to generate responses to customer queries.

Learn how to interact with AI Prompts and how to use it while messaging.

Learn how to filter and sort conversations in Inbox, including advanced filters and unreplied conversations.

Learn how to assign a conversation and close a conversation.

Open the command palette with a keyboard shortcut to find conversations, run conversation actions, and navigate to any page without leaving your current screen.

Learn how to view and manage call activities in Inbox, including call details, recordings, and transcripts.

Create, search, assign, snooze, and block Contacts in the Inbox, and view Contact details from the same connected Contact record used across the platform.

Use Custom Inboxes to filter and save a list of Contacts and conversations that fulfill a set of conditions.

Learn how to collaborate with your team in the Inbox.