Inbox · How-to
Take, snooze and archive conversations
Show your team which conversations are yours, put away the ones that can wait, and archive what is done, one at a time or several at once.
Take a conversation
At the top of an open conversation, press “Assign to me” (the person with a tick). Your name then shows on it, so the team knows who is answering, and you are told when the client writes again. The button disappears once it is yours.
Snooze it
Press “Snooze” (the clock) and choose “Tomorrow 9 AM” or “Next week”, which means Monday at 9. The conversation moves to “Snoozed” and returns to “Open”, marked unread, when the time comes, or sooner if the client writes again.
Archive it
Press “Archive” (the box) when the conversation is done. It moves to “Archived”; open it there and press “Move to inbox” to bring it back. A new message from the client brings it back by itself.
Work on several at once
Tick the boxes on the rows, then press “Mark read” or “Archive” in the bar that appears under the list.
Search
Type in “Search inbox…”. It looks at subjects, the latest message and the client’s name or company, within the tab you are on.
Common questions
- Can I assign a conversation to a colleague?
Not from the Inbox: “Assign to me” is the one assignment it offers, so each person takes the conversations they will answer.
- Why don’t I see these buttons or the tick boxes?
Taking, snoozing, archiving and marking read are changes to a conversation, so they show only to roles that may edit the Inbox. An owner or admin sets that in Settings › Roles & permissions.
- How do I sort the inbox on the phone?
The Inbox tab has Open, Snoozed and Archived, and a search. Rows show the unread dot, the channel, when a snoozed conversation comes back, and who it is assigned to or the shared queue. Touch and hold to select several for “Mark read”, Archive or “Assign to me”. In a conversation: “Assign to me”; Snooze — “Tomorrow, 9:00”, “Next week” or a date and time on the workspace’s clock; Archive or “Move to inbox”; and Client. On an iPad the conversation opens beside the list, with the composer below it.
Read next
Read and answer a conversation
Open a conversation, see who wrote and what they attached, and reply on the same channel, with an AI draft if you want one.
Inbox: questions people ask
Short answers about which channels reach the Inbox, who sees what, attachments and replies that do not arrive.
Set up roles and permissions
Use the four ready-made roles or build your own: choose what each role may do in every module and whose records it sees.
More in Inbox
Open in Setvos
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