The Team Inbox is your central hub for managing customer interactions. It provides a clear overview of your incoming and ongoing conversations, allowing you to efficiently prioritize and respond to customer inquiries.
Access to the Team Inbox dashboard
Navigate to Admin section and click on Team Inbox.
2. The Conversation Views panel on the left side of your screen provides a quick and easy way to filter and manage your conversations. Here are the primary views:
All Open and Unassigned Conversations: Displays all conversations that haven't been assigned to an agent.
My Open Conversations: Shows conversations that are currently assigned to you.
All Open and Assigned Conversations: Displays all conversations that have been assigned to agents.
All Resolved Conversations: Shows a history of previously resolved conversations.
Bot Conversations: Displays conversations handled by your chatbot.
Accepting and managing chats
Once a new chat is initiated, you'll see it appear in the All Open and Unassigned Conversations view. You can sort incoming chats based on the following criteria:
Newest Conversation: Prioritize the most recent conversations.
Oldest Conversation: Focus on older, potentially neglected conversations.
Longest Wait Time: Address conversations that have been waiting the longest.
- Due By Time: Prioritize conversations with specific deadlines or time-sensitive inquiries.
Central panel
The central panel provides you with essential tools to enhance communication and efficiency during chats. 