Welcome to the Guide on Maximizing Your Inbox Module
This article will help you become proficient in setting up and utilizing the Inbox features for your business. Follow these steps to enhance customer interactions, collect valuable data, and streamline your workflow.
Install the Chat for Data Tracking
To collect information on customers using live chat, follow these steps:
Access Inbox Settings:
- Navigate to your Inbox Settings.
Locate the Installation Guide:
- Find the Installation Guide within the settings.
Implement the Code:
- Copy the provided code and paste it before the closing
</body>tag on every page where a customer is logged in to your application.
- Copy the provided code and paste it before the closing
Activate Data Tracking:
- Ensure that data tracking is live for customer interactions.
For detailed instructions, visit:
Create a To Do from the Inbox
Efficiently manage tasks by creating To Do items directly from your Inbox:
Identify the Conversation:
- Find the conversation related to the task.
Create a To Do:
- Click the
+New To Dobutton in the top right corner of the conversation.
- Click the
Add Details:
- AI will summarize the issue in the description. Add more information such as labels, deadlines, conversations, contacts, text fields, and checklists.
Set Up Custom Actions
Manage customer accounts and streamline processes with Custom Actions:
Add New Action:
- Click the
Add New Actionbutton to set up Custom Actions.
General Settings:
- Configure the name and button style in the general settings.
Define Audience:
Set up filters to display actions for specific customer segments.
Configure Action:
- Set up the action as a request (GET, PUT, DELETE, POST) or a link.
For further setup details, visit:
Download the Onboarding PDF
You can download the full Onboarding Guide as a PDF file here.
