conversations

A guide to the conversations inbox

Last updated: October 11, 2019

After you create your inbox and connect a team email or chat channel, you can use the inbox to view, manage, and reply to incoming conversations all in one place. In this article, learn about the different features of the conversations inbox and how to use them to manage communication with your contacts. 


Filters

To search all of your conversations, click the search icon search in the top left. To filter the messages displayed in your inbox, click the Filter dropdown menu and select from the following criteria:

  • Status: indicates whether a conversation is Open or Closed. Filter your conversations based on their open or closed status.
  • Channel: specifies which channel the conversation originated in. Sort conversations based on whether they were created through Chat, over Email, or select to view All.
  • Assignee: indicates the user assigned to the conversation. Filter conversations by a specific team member.
  • Date: filter conversations that took place over a specific time range. top-nav

Views

All conversations are segmented in different inbox views. These views group conversations by assignee, channel, or filtered status. In the left sidebar, select a view:

  • All conversations: view all your team's conversations in the inbox.
  • Assigned to me: view all conversations that are routed or assigned to you.
  • Unassigned conversations: view all conversations that have not been assigned to an owner.
  • Email: view all conversations that originated from your team's email inbox.
  • Chat: view all conversations that originated from a chat widget on your site.
  • Messenger: view all conversations that originated on a Facebook Business Page with a connected Facebook Messenger account. 
  • Forms: view all submissions to a connected support form
  • Bots: view all bot conversations that were never or have not yet been assigned to an owner.
  • Filtered: view all emails that are not relevant to your business conversations, such as promotional emails. Any emails received from a role-based email (marketing@, sales@, etc.) will be sent to the Filtered view.
  • Trash: view all deleted conversations. Open a deleted conversation to review the content. If you want to restore the deleted conversation, click Restore rotatei in the top menu. To permanently delete the message, click Delete forever delete. inbox-sidebar

Compose

Above the filters, click Compose to write an outgoing email directly from your conversations inbox. Learn more about sending and replying to emails from the conversations inbox. conversations-compose-button

List of conversations

In the left panel, view a list of all conversations in your selected view, with the following details:

  1. The name of the contact who started the conversation.
  2. The email subject line or a preview of the chat transcript.
  3. The timestamp of when the email or chat was opened.
  4. A label to indicate if the conversation is from a Chat or Email channel.conversations-inbox-filtered-view
  • Click a chat conversation to open a detailed view of the thread on the right. 
    • To select a user to assign the conversation to, click the Assignee dropdown menu at the top left.
    • To delete the conversation, block a sender, or mark the conversation as spam, click the More dropdown menu in the top right.

Please note: if you mark an email conversation as spam, this will filter the current thread only. Learn more about blocking senders.

    • To mark the conversation as closed, click success Mark as closed.
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  • In the reply editor at the bottom of the conversation, you can reply to incoming emails or live chat with your website visitors.
  • If you want more space to respond to the conversation, you can collapse the right or left panel by clicking the last icon at the top of the panel, and expand the panel again by clicking the first icon.

Please note: in bot conversations where the visitor has not reached the bot's Agent handoff action, the conversation cannot be marked as closed until after 30 minutes of visitor inactivity.

  • To delete or close your conversations in bulk:
    • Hover over the conversation(s) and select the checkbox(s) next to the threads you want to edit.
    • At the top of the inbox, select delete or Mark as closed.  tbulk-actions-on-threads

About and associated records

The right panel shows you full details of the contact record associated with your selected conversation.
  • To open a contact record in a new browser tab, click the name of the contact.
  • To create a new ticket associated with the contact, click Create ticket.
  • To update the contact record or create a new engagement, click the More dropdown menu: 
    • Email: send a one-to-one email.
    • Call: call the contact.
    • Add note: add a note to the record.
    • Create task: create a task for the record.
    • Send meeting invite: schedule a meeting with the contact.
    • Disassociate Contact: remove the association between the contact and the live chat thread.
    • Create deal: create a deal.
    • Block sender: block a sender from future interactions with the channel. The conversation will move to your Filtered view in your inbox. You can choose to unblock a sender from your Filtered view so future conversations are visible in your inbox.
      • For chats, moving forward, the visitor will see the chat widget when they visit your site, but their new messages will not appear in your inbox.
      • For emails, this will filter the thread and all incoming threads from this sender moving forward. more-contact-actions-in-conversations-inbox

In the About section, view important information about the contact you're emailing or chatting with. You can also view any existing deal, ticket, or company associations, as well as a history of previous conversations with this contact.conversations-right-panel

Reply and comment 

Use the reply editor to respond to an incoming email or chat message, or use the comments tab to loop another team member in to the conversation. comment-and-reply

Status

In the lower-left corner, the chat widget includes important settings for your chat status:

  • Away mode: use this setting to indicate whether you're active or away for incoming conversations. When you click to toggle the Away mode switch on, you will still appear available for any open chats currently assigned to you, while appearing away to new incoming visitors.
  • Reassign replies: use this setting to reassign replies to other team members.

away-mode

Inbox settings

In the lower-left corner of the inbox, you can quickly access your inbox settings to edit. You can edit inbox-level settings or settings specific to your email or chat channel. Learn more about editing your inboxaccess-inbox-settings-in-inbox