Welcome to Your Guide on Mastering the Inbox Module
Whether you're adding team members, customizing your chat, or utilizing advanced features like AI-powered replies, this guide covers all essential steps to ensure you and your team can efficiently manage communications.
Working as a Team in Your Inbox
Invite a Team Member and Assign Conversations
Add Team Members to Your Workspace:
- Navigate to your Workspace settings.
- Click on "+Add workspace member".
- Enter the email address of the new member and send the invite.
- Set up permissions to control access to different modules.
Assign Conversations:
- Within your Inbox, assign existing conversations to specific team members.
- Use the assignment feature at the top of the conversation to find the right person to respond.
Installing and Customizing Chat
Install the Chat on Your Website
Setup Instructions:
- Go to your settings and find the Installation Guide.
- Copy and paste the provided code snippet before the closing </body> tag on every page of your website.
- Verify the installation by checking the live chat functionality on your site.
Customize Your Chat:
- Add custom messages to greet customers.
- Include a search bar for your Knowledge Base and frequently visited articles.
- Set up recommended articles based on customer page visits.
- Customize colors, logos, and texts to match your brand’s identity.
Managing Emails
Set Up Incoming Emails
- Email Forwarding Setup:
- Enter the email address designated for forwarding and receive a verification code.
- Verify your email address by entering the received code.
- For more details, refer to the Knowledge Base article on setting up incoming emails.
Utilizing Advanced Inbox Features
Notes and Saved Replies
Insert a Note:
- Switch the messaging box mode from Reply to Note.
- Enter your note and click send. The note will appear in the conversation for your reference.
Create and Use Saved Replies:
- Click on "+Create new" to make your first Saved Reply.
- Insert the saved reply into the message field anytime by clicking the Saved Replies button.
Reply with AI (Milly)
- Reply with Milly:
- Enter the main points of your reply or enable the Library for Milly to fetch answers.
- Click on "Write a Reply" and choose to Edit, Cancel, Send, or Send and Resolve the conversation.
- Send professional and effective messages within 10 seconds using AI.
Download the Onboarding PDF
You can download the full Onboarding Guide as a PDF file here.
