Inbox guides
One page per thing you do in the Inbox — what the control changes, where it fails, and what it will not do for you. Every page has a plain Markdown version at the same address with .md on the end, for pasting into an AI assistant.
- Find the conversation you need
Views, search, the channel filter and the Unreplied switch narrow the inbox down to the chats you still have to answer.
- Build your own inbox view
Save a set of filters as a named view, so the list you work from every morning is one click away for the whole team.
- Reply to a customer
The box at the bottom sends a reply, an internal note, a file or a voice note, and says what it costs.
- Let the AI draft, polish or brief you
Four AI helpers read the conversation and give you text or a short briefing. You still press send yourself.
- Send an approved template, a flow or a product
Three quick-send rows start a conversation outside the reply window, run a chosen flow, or send items from your catalogue.
- Assign, route to a team, add collaborators
Decide who owns a conversation, which team it belongs to, and who else should see it and get its notifications.
- Close, reopen, snooze, pin and mute a conversation
Clear a chat out of your working views without losing it, park it until later, or keep it on top of the list.
- Take over from the AI, and hand it back
The badge at the top says who is answering right now, and one button moves the conversation between the AI and a person.
- Reply to, star, forward, delete or find one message
Reply to, star, forward or hide one message in a conversation, and search inside a long conversation for the words you need.
- Act on many conversations at once
Tick several conversations and close, reopen, tag, assign or mark them unread in one go.
- Run a workflow on this conversation
Start a published workflow on this customer, see which flows are running, stop one, or answer a question a flow awaits.