Last updated: November 18, 2020
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The conversations inbox allows you to view and manage your ongoing conversations in one place. When working with your team in the inbox, you might want to reassign a conversation, comment on an existing thread, move the conversations to another inbox (Professional or Enterprise accounts only), or forward the email to another recipient.
In your HubSpot account, navigate to Conversations > Inbox.
If you have multiple inboxes set up in your account, click the dropdown menu in the top left and select which inbox you want to work out of.
Click a conversation to open it.
If you need to reassign the conversation to another user, click the Assignee dropdown menu in the top left and select another user to take over the conversation. Learn more about routing conversations to your users and teams.
If another team member is viewing the thread and actively responding, their avatar will appear in the reply editor. A typing indicator will signal that they're in the middle of a response. If another team member is handling the conversation, you should triage another unassigned conversation.
If you want another user to review the thread or follow up with the contact, you can add a comment to the conversation. This comment will not be visible to the contact.
The conversation will appear in the thread. To delete the comment, click the Actions dropdown menu in the top right of the comment, then select Delete comment.
Please note: only users in Professional or Enterprise accounts can move a conversation to another inbox.
Throughout a contact's lifecycle with your company, you might need to transfer ownership of the conversation to an entirely different team. For example, once a contact has completed a purchase, your sales team can move the thread to your support team's inbox. Then someone from the support team can take over and respond to the contact's inquiries.
You can move any type of conversation to a different inbox, including emails, chats, and Facebook Messenger messages. Any tickets associated with the conversation will also move to the new inbox.
The conversation will appear in the Unassigned view in the new inbox and will no longer appear in the original inbox. Learn how to triage unassigned conversations in the inbox and chat with your website visitors.
If you need to send the email to another team or someone outside of your organization, you can forward the email out of the inbox.
The forwarded message will appear in the inbox with a yellow bar at the top, indicating that the message has been forwarded. The email will be visible in the inbox and to the external recipient.
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