Inbox Overview

The Inbox is your central hub for managing all customer conversations. View messages from chatbots, live chats, and form submissions in one place.

How to get there: Go to Inbox in the top menu.

Accessing the Inbox

Click Inbox in the top menu to view all conversations.

Message Types

Your inbox collects messages from multiple sources:

  • AI Chatbot conversations - Automated chats with customers
  • Live chat sessions - Conversations handled by agents
  • Form submissions - Contact forms, callbacks, feedback
  • Escalated chats - AI conversations transferred to humans

Inbox Features

Filtering

Filter messages by:

  • Status - Open, pending, closed

  • Assignee - Me, unassigned, specific team member

  • Domain - Which website the message came from

  • Widget - Which widget/button generated the message

  • Channel - Email, WhatsApp, chat, etc.

  • User/Client - Filter by subaccount (if applicable)

Searching

Search across all conversations by:

  • Customer name or email
  • Message content
  • Keywords

Assignment

Assign conversations to team members:

  1. Open a conversation
  2. Click Assign
  3. Select a team member
  4. They'll be notified

Conversation Details

Click any conversation to view:

  • Full transcript - All messages exchanged
  • Customer info - Name, email, phone (if collected)
  • Source - Which chatbot or form
  • Timeline - When messages were sent
  • Status - Current state of the conversation

How Conversations Arrive in the Inbox

AI Chatbot Conversations

When a visitor chats with your AI chatbot, the conversation is handled automatically. Once the visitor leaves or stops responding, the system:

  1. Closes the conversation after 20 minutes of inactivity
  2. Analyzes the conversation using AI (generates a summary, detects topics, sentiment)
  3. Delivers the transcript to your configured destinations (inbox, email, webhook)
  4. Reopens the conversation as an open lead in your inbox for your team to review and follow up on

This means every meaningful AI chatbot conversation will appear in your inbox as an open item — treat these as leads that may need a personal follow-up from your team. Once you've reviewed a conversation and taken any necessary action, click Mark Closed.

Live Chat and Escalated Conversations

Live chat sessions and escalated AI conversations appear in the inbox immediately when they start, so agents can respond in real time.

Form Submissions

Contact forms, callback requests, and feedback submissions appear as new open conversations as soon as they are submitted.

Managing Status

Status Types

  • Open - Needs attention
  • Pending - Waiting for customer response
  • Closed - Completed

Changing Status

  1. Open the conversation
  2. Click Mark Closed in the toolbar, or use the status dropdown to pick a different status

Actions

Reply

Continue the conversation:

  1. Open the conversation
  2. Type your message
  3. Click Send

Reminders

Set follow-up reminders:

  1. Click Set Reminder
  2. Choose a date and time
  3. Add an optional note
  4. You'll be notified when it's due

Export

Export conversations for records:

  1. Select conversations
  2. Click Export
  3. Choose format (CSV, PDF)

AI-Generated Replies

Get help drafting responses. See AI Reply Suggestions for details.

File Attachments

Visitors can upload files from the chat widget (screenshots, PDFs, spreadsheets). They appear as downloadable chips underneath the visitor's message in the thread. See Visitor File Attachments for supported formats and limits.