Why use the conversations inbox?

The conversations inbox helps your team:

• Reply to clients by SMS, email, Instagram DM or Facebook Messenger, all in one place.
• Keep messages organised by team member.
• Track all communication without switching apps.

Step 1: Find the conversations inbox

From your dashboard:

• Click Conversations from the menu on the left.
• You will see all recent messages from your clients.

Step 2: Reply to a client message

To reply to a message:

• Click on any message to open the chat with that client.
• Type your reply in the message box at the bottom.
• Choose whether to send it by SMS, email or another available channel.
• Click Send.

The client will receive the message and can reply as normal.

Step 3: Assign conversations to the right team member

You can assign each conversation to a specific user so:

• The right person handles the message.
• No one replies by mistake.

To assign a chat:

• Click on the conversation.
• At the top, find the Assigned User dropdown.
• Choose the team member responsible.

They will now be able to manage the reply and follow-up.

Step 4: Filter messages by team member

If you have a larger team, filtering messages can help everyone stay focused.

• Click Filter in the inbox.
• Choose Assigned User.
• Select the team member whose messages you want to view.

This helps avoid overlap and makes sure each person can see the messages they are responsible for.

Quick tips

• Make sure each user is logged into their own account. Avoid shared logins.
• Team members should check the inbox daily so no client is left waiting.
• Use friendly, clear messages. Clients love good communication.