Table of Contents

Custom Inboxes

JQ Lee Updated by JQ Lee

Using Custom Inboxes

Use a Custom Inbox to create a list of Contacts according to predefined filters. Custom Inboxes can help you tackle your to-do list as quickly as possible.

Tip: respond.io also provides Standard and Team Inboxes. Depending on their access levels, Workspace users can use these to manage their Contacts and conversations. Learn more about the different inboxes here.

Adding a Custom Inbox

If the Standard and Team Inboxes do not address your filtering needs, you can add a Custom Inbox to the Workspace and reuse it when necessary.

Step 1: Create a Custom Inbox in Inbox module by clicking the + button next to the Custom Inbox label.

Step 2: Name your Custom Inbox with an appropriate name for easy reference.

By default, newly created Custom Inboxes are only accessible by the creators. Creators may share their Custom Inboxes with their team or other Workspace users.

Select Create to create your Custom Inbox.

Step 3: Next, configure the filters for your Custom Inbox.

The categories available within a condition include:

  • Contact Field (inclusive of all custom fields)
  • Channel
  • Contact Tag
  • Last Interacted Channel
  • Time Since Last Incoming Message.
Nested conditions are now supported.

Review and click Save to set the filters for the new Custom Inbox.

By default, newly created Custom Inboxes are only accessible by the creators. Creators may share their Custom Inboxes with their team or other Workspace users.

Renaming a Custom Inbox

You can edit a Custom Inbox’s name after creating it.

To do this, select the Actions menu next to your chosen Custom Inbox. Select Edit > Settings and edit its name under Custom Inbox name.

Save changes by selecting the Save button.

Tip: Make sure the name is self-explanatory for easy reference.

Sharing a Custom Inbox

You can share a Custom Inbox you created with other users or teams in the Workspace. Custom Inboxes can be shared with one of three different settings:

Share Settings

Icon

Description

Private

Sharing Custom Inbox icon Private

The inbox can only be accessed by the creator.

Public

Sharing Custom Inbox icon Public

The inbox can be accessed by all Workspace users.

Shared

Sharing Custom Inbox icon Shared

The inbox can be accessed by specific users or teams.

Step 1: Select the Custom Inbox > click on the Actions menu > select Edit > select Settings

Step 2: Select your preferred Share Option. If you select Shared, select the Users or teams you would like to grant inbox access to.

Step 3: Review and select Save.

A Custom Inbox can be shared with multiple users, multiple teams, or a combination of both.

Editing a Custom Inbox

Step 1: Navigate to the Custom Inbox configuration panel of a Custom Inbox by selecting the action menu next to the Custom Inbox name.

Step 2: Change the filtering options as desired. If any changes are made, the word "Unsaved" will be appended at the end of the Custom Inbox name.

Step 3: Save the Custom Inbox by clicking Save at the bottom. You can also select “Save as new Custom Inbox” to save the filters as a new inbox.

Deleting a Custom Inbox

To delete a Custom Inbox, select Delete from the action menu.

Only saved Custom Inboxes can be edited, renamed and deleted. Standard, Team (such as Mine) and Blocked Contacts Inboxes cannot be edited, renamed or deleted.
Deleting a Custom Inbox affects all Workspace users it's shared with, and it can't be restored afterward.

Feeling stuck? Do not fear.

Need assistance? Contact us for support. Help is here!

Assignment and Closing a Conversation

Interacting with Respond AI Prompts

Can't find what you're looking for? 🔎

Talk to an expert here!

Contact Support
Company
About Us Roadmap Partner Program
Terms & Policies
Privacy Policy Cookie Policy Terms of Service
Resources
Developer Hub WhatsApp Pricing Calculator WhatsApp Link Generator
© 2024 Respond.io.
Status Security
ISO 27001 Certified.
Powered by HelpDocs (opens in a new tab)

Powered by HelpDocs (opens in a new tab)