Get the Most User-Friendly, Easy-to-Set-Up Inbox with our New Design at SAAS First

We are so excited to tell you the news! The news that we’ve been waiting to share for way too long. Our Inbox module has been completely redesigned, and it’s looking better than anyone would have imagined. We literally fell in love, and you probably will, too.

The best part about the new design is that it created a platform for users that is even more user-friendly and easy-to-use than even before. The most important aspect we kept in mind during the redesigning process was to create something for you that you can instantly start using without much knowledge on the software itself.

And there you have it. Explore it, see it for yourself, and experience the way it works intuitively. I’ll show you how easy it’s going to be.

Get Started Quickly with the Clean Setup

The newly redesigned Inbox at SAAS First has only one huge goal. Getting you up and running as efficiently as possible. You’re welcomed by a simplified interface and intuitive layout, so you can easily set up your inbox and begin interacting with customers right away. We’ll take a closer look at how the redesigned Inbox helps you take the first steps right from the beginning.

When you first access the Inbox, you’ll immediately see how easy it is to get familiar with the basics. The new design allows you to quickly understand and start using core features like:

• Answering email messages from customers directly in the Inbox.
• Responding to live chat messages that come in from your website.
• Resolving conversations using only one click.
• Checking customer data without leaving the conversation and giving you instant access to important details.

You might be handling a customer email or a live chat, it really doesn’t matter. The redesigned platform makes navigating between these tasks smooth and extremely intuitive. Believe me, you’ll find it effortless to jump right into action.

Improved User Experience: Simplified Email and Chat Management

The redesigned SAAS First Inbox makes managing emails and live chats very easy.

Now, live chat messages appear directly in your Inbox. So you don’t have to manage different channels, and you can respond without switching platforms. You can also instantly view customer data alongside the chat, which will help you with personalized, quick responses. Want to test it out? Send a message from your Knowledge Base, and see it appear in your Inbox in real time for a fast response.

The new Inbox combines email and chat in one space, allowing you to easily manage both. The clean interface helps you focus on crafting professional replies, while organizing conversations into “Open” and “Resolved” sections keeps everything tidy. You can also use Milly, the AI assistant, to generate quick, professional responses in seconds.

Resolving Conversations with a Single Click

Okay, we’ve talked about managing the messages regardless of the channels they come from. The message is written now, the issue is basically resolved, there is only one step left. Sending the answer to the customers.

Managing and closing customer conversations has never been easier with SAAS First’s new “Send and Resolve” feature. With just one click, you can reply to a message and instantly mark the conversation as resolved. So basically, with one click, you give the answer to the customer and organize your queries at the same time.

Alternatively, you can resolve a conversation manually by clicking the “Resolve” button after responding. It’s only you who has control over when a conversation is officially closed.

Enhanced Customer Insights at Your Fingertips

The new Inbox provides easy access to vital customer information, which will ultimately help you provide personalized support.

• With each conversation, you can view relevant customer details in the right-hand panel, such as contact information, past interactions, purchase history, and visited sites.
• For deeper insights, simply click Visit contact profile to open the customer profile, which will give you a complete picture of who you’re interacting with.

As I have mentioned before, the whole point is to give you a place where everything is right where you need it to be. Obviously, if you have the customer data right next to your conversations, it becomes so much easier to find the relevant information you are looking for that will help you give the perfect answer.

Collaboration and Teamwork Features in the Inbox

We wanted to remember that you guys are working in teams for most of the time, so the Inbox should help you work together and collaborate as much as possible. From adding team members to assigning tasks, everything is organized for better collaboration.

• For example, you can easily assign conversations to the right team members with a few clicks. Just use the Assignment feature at the top of any conversation to designate the best person to handle it. This feature is great for achieving quick responses and balanced workloads across your team. We don’t want any delays or missed messages.
• Also, you can invite new members to your workspace through the Workspace Settings. You just have to enter their email, set permissions, and assign roles quickly It’s important to mention that we created customizable permissions that allow you to control access to different modules. This way, team members have the tools they need without unnecessary access to other areas.

Advanced Features for Pro Users

Once you become an experienced and expert user, which you will, SAAS First’s Inbox offers advanced tools to create your perfect workflow and elevate your customer communication. These features are designed to improve everyone’s productivity and efficiency in an experienced team.

• First, Milly, your AI chatbot, can generate professional responses in seconds. Simply input the key points, and Milly will craft a polished reply for you to edit, send, and resolve the conversation. With this feature, you can handle a huge number of queries in minutes, but you don’t have to sacrifice the brand consistency and quality of your messages in the meantime.
• Also, you can set up Custom Actions directly from the Inbox to automate common tasks, like updating customer accounts or triggering specific workflows. You can configure actions as requests or as links, so you manage customer accounts right from the Inbox.

All in all, the purpose of all of this is for you to save time, stay organized, and deliver faster, high-quality responses.

Conclusion

The redesigned SAAS First Inbox brings together user-friendly design, powerful features, and collaboration to create an all-in-one communication platform for your team.

This inbox is designed to give you everything, but mostly time and energy to focus on the most important part of your job. Delivering the best customer service possible.

Ready to experience the new Inbox? Sign up or log in to SAAS First today and see how the updated design can change the way you work on a daily basis.