Inbox overview
When you open the inbox, you see a list of conversations sorted by most recent activity. Each row shows the contact name, channel icon, message preview, and the time of the last message. Unread conversations are bolded. Conversations assigned to you are highlighted separately from the general queue.All conversations
Every open conversation across all connected channels, visible to agents with inbox access.
Assigned to me
Conversations explicitly assigned to your agent account, filtered from the full queue.
Team queue
Unassigned or team-assigned conversations waiting to be claimed or escalated.
Resolved
Closed conversations you can reopen or reference at any time.
Navigate the inbox
The left sidebar lists your views: All, Mine, Unassigned, and any saved filters you have created. Click a conversation to open the thread panel on the right. The thread panel shows the full message history, contact details, and conversation actions.Filter conversations
Use the filter bar at the top of the conversation list to narrow down what you see. You can combine multiple filters at once.Filter by channel
Filter by channel
Select one or more channels — WhatsApp, Instagram DM, Facebook Messenger, or Webchat — to show only conversations from those sources. The channel icon on each conversation row also lets you identify the source at a glance.
Filter by status
Filter by status
Choose Open, Resolved, or Snoozed to control which conversation states appear. By default the inbox shows only open conversations.
Filter by assignee
Filter by assignee
Filter to a specific agent or team. This is useful for team leads reviewing workload distribution or for agents covering a colleague’s queue.
Filter by tag or label
Filter by tag or label
If you use tags on contacts or conversations, you can filter to any tag — for example, show only conversations tagged VIP or Billing Issue.
Assign a conversation
Assigning a conversation routes it to the right agent or team and removes it from the general unassigned queue.Open the assignment panel
In the right sidebar, locate the Assigned to field near the top of the conversation details section.
Select an agent or team
Start typing an agent’s name or team name and select from the dropdown. You can assign to an individual agent or to a team, which makes the conversation visible to all members of that team.
Assigning a conversation does not prevent other agents from viewing or replying to it. Any agent with inbox access can still open and respond.
Resolve and reopen conversations
Mark a conversation as resolved once the customer’s issue is closed. This moves it out of the open queue and keeps the inbox tidy.- Click the Resolve button (checkmark icon) at the top of the thread panel, or press
Ewith the conversation open. - To reopen a resolved conversation, find it in the Resolved view and click Reopen.
- Reopening a conversation moves it back to the open queue and notifies the assigned agent.
Add internal notes
Internal notes let you leave comments visible only to your team — not to the customer. Use notes to hand off context, flag issues, or document decisions.Switch to the Notes tab
At the bottom of the thread panel, toggle from Reply to Note mode using the tab above the message composer.
Write your note
Type your internal message. You can mention a teammate with
@name to notify them directly.Channel indicators
Each conversation is tagged with the channel it originated from. These indicators appear as small icons next to the contact name in both the list and the thread panel.- WhatsApp
- Instagram DM
- Facebook Messenger
- Webchat
The WhatsApp icon (green phone bubble) indicates the conversation is on WhatsApp Business API. Replies sent here are delivered as WhatsApp messages. Template messages are required for outbound messages to contacts who have not messaged in the last 24 hours.