Docs section
Inbox guides
Matches the Inbox area in the dashboard sidebar for customer conversations, SMS, email, and communication history.
Inbox overviewLearn how the Inbox helps your team manage customer texts, emails, calls, and follow-up in one place.Start a new Inbox conversationBegin a text conversation with an existing customer or a new phone number from Inbox.Coordinate with your team in InboxUse Live updates, teammate presence, and message history so your team answers customers once, clearly, and without conflicting replies.Respond to a conversationReview the full customer timeline and choose the best way to reply from Inbox.Send a text message from InboxSend a short customer text, add an image when needed, and confirm the message appears in the conversation history.Send an email from InboxSend a customer email from Inbox when your reply needs a subject line, more detail, or a formal written record.Review calls and transcriptsUse Inbox to review customer call history, recordings, and transcripts before following up.Handle incoming phone callsAnswer customer calls from anywhere in the dashboard, open Inbox for context, and follow up in writing when needed.Respond to reschedule requests in InboxFind reschedule requests in the Inbox conversation list and help customers change appointment times without losing the full message history.Use AI-suggested replies in InboxUse Suggest with AI as a careful starting point for customer replies in Inbox.Configure communication settings for InboxSet up phone, text, email, and staff alerts so your team can use Inbox with confidence.