Inbox Overview

The Inbox is a comprehensive platform that serves as the primary hub for your customer interactions.

Introduction

Your Inbox is central hub for all customer interactions, including emails, calls, Facebook Messenger, Instagram, Google My Business, Online reviews, and Webchats. Your team can manage all conversations with contacts through calling, texting, emailing, or social media, all in one centralized location. This greatly improves the efficiency of your communication processes.

1. Click "Inbox

Access the Conversations feature.

Click

2. Message Panel

This panel displays your conversations along with additional features like filters, search bar, advanced filters and much more.

Message Panel

3. Conversation Header

This section provides details such as the contact's name with whom you are conversing, the date of lead creation and three action buttons to mark the message as read, starred or delete the conversation.

Conversation Header

4. Conversation Panel

This screen displays all the messages consolidated across different channels such as calls, texts, voicemails and social media channels that you are having with this particular contact.

Conversation Panel

5. Contact details Panel

The displayed panel offers extra information about the contact, such as their email address, phone number, name, and any related details. Additionally, it enables you to perform various actions, such as adding the contact to an automation, scheduling appointments, creating notes, tasks, or opportunities.

Contact details

6. Opportunity Panel

In this section it provides insight into the current position of your contact within the sales cycle and enables you to have more contextual information during conversations.

Oppurtunity Panel
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