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The Unified Inbox

Texts, emails, web chats, and social DMs all land in one conversations view — here's how to keep up without dropping threads.

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Every connected channel — SMS, email, website chat, Facebook, Instagram, WhatsApp — flows into a single Conversations tab. One thread per contact, full history, reply from anywhere.

Steps

  1. Open Conversations. Your unread threads are on the left; click one to read it.
  2. Use My Inbox for conversations assigned to you, or the team inbox to see everything.
  3. Reply in the composer at the bottom — and check the channel selector first, so your reply goes out as a text, email, or DM as intended.
  4. The right-hand panel shows the contact's details, tags, and history while you type.
  5. Use filters (tags, unread, channel) to work through high volume, and assign conversations to teammates to hand them off.
  6. On the go? The mobile app has the same inbox with push notifications.

Good to know

  • Check the channel selector before hitting send — replying by email to someone who texted you is the classic miss.
  • Website chat messages arrive here automatically; there's no separate chat tool to watch.
  • If a teammate can't see the team inbox, it's a permissions setting on their user.

Related

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