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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
Adding Inboxes
To create additional inboxes:
- Navigate to Settings > Inboxes
- Select ”+ Add Inbox” from the existing inboxes list
- Complete setup by defining the contact type and default settings
Inbox Settings
Customize each inbox to match specific contact type needs and configure relevant inbox settings.
Navigating the Inbox
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.
Filter and Sort By
The right sidebar enables filtering responses by status, escalation level, and listing type. Adjacent sorting controls allow ascending or descending order organization.
Message Status Categories:
- Todo - Pending messages requiring attention
- Follow up - Messages for later response or handling
- Done - Responded messages; moves back to Todo when contact replies
Delete Inbox
Inboxes no longer in use can be removed from the General tab. Note: this action is irreversible.