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Documentation Index

Fetch the complete documentation index at: https://docs.conduit.ai/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Each inbox in Conduit centers around a specific contact type. By establishing dedicated inboxes, teams can tailor tools and workflows to match unique contact type requirements. This organizational approach promotes:
  • Efficient communication management
  • Streamlined response workflows
  • Controlled team member access to relevant conversations

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Adding Inboxes

To create additional inboxes:
  1. Navigate to Settings > Inboxes
  2. Select ”+ Add Inbox” from the existing inboxes list
  3. Complete setup by defining the contact type and default settings

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Inbox Settings

Customize each inbox to match specific contact type needs and configure relevant inbox settings. The Inbox acts as the mouth of the body, communicating with your customers and team. It ensures every conversation is responded to and every request is handled.

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Filter and Sort By

The right sidebar enables filtering responses by status, escalation level, and contact type. Adjacent sorting controls allow ascending or descending order organization. Message Status Categories:
  1. Todo - Pending messages requiring attention
  2. Follow up - Messages for later response or handling
  3. Done - Responded messages; moves back to Todo when contact replies

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Delete Inbox

Inboxes no longer in use can be removed from the General tab. Note: this action is irreversible.

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Troubleshooting

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Team members can’t see conversations in an inbox

Team members only see conversations for inboxes where they are explicitly added as members. If someone reports missing conversations, verify they are a member of the relevant inbox. To add members to an inbox:
  1. Go to Settings > Inboxes
  2. Select the inbox by name
  3. Open the Members tab
  4. Add the team member(s) who need access
Once added, members will see conversations in that inbox immediately.