Documentation

Conversations

The inbox is your central hub for managing all customer conversations across your websites.

Inbox Overview

The inbox uses a three-pane layout: conversation list on the left, active conversation in the center, and visitor details on the right. You can filter conversations by status (open, resolved, starred) and search by visitor name or message content.

Assigning Conversations

Click the assign button on any conversation to route it to a specific team member. The assignee will receive a notification and the conversation will appear in their personal queue.

Internal Notes

Add private notes to conversations that are only visible to your team. Notes are useful for context, handoff information, or tracking follow-ups.

Tags

Organize conversations with custom tags. Use tags to categorize issues (e.g., "billing", "bug-report", "feature-request") and filter your inbox accordingly.