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Inbox Management

Manage your inboxes, team members, and settings.

Creating an Inbox​

  1. Go to Inboxes in the sidebar
  2. Click Create Inbox
  3. Enter a name and description
  4. Set up your channels, AI, and integrations
  5. Click Save

Inbox Settings​

Each inbox has its own settings, accessible from the inbox page:

  • General — inbox name and description
  • Channels — enable/disable channels and enter credentials
  • Widget — customize the chat widget appearance and quick actions
  • Knowledge Base — add and manage articles for the AI
  • AI Training — scan your product catalog and set AI personality
  • Integrations — connect your Shopify store

Team Management​

Inviting Team Members​

  1. Go to Inbox Settings → Team
  2. Click Invite Agent
  3. Enter their email address
  4. Choose their role
  5. Send the invitation

Roles​

RoleWhat They Can Do
AdminEverything — manage settings, team, and conversations
AgentView and respond to conversations, manage customers

Multiple Inboxes​

Team members can be part of multiple inboxes. They can switch between inboxes using the selector in the sidebar.