Setting up your Team Inbox

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When you first signed up, there are a few things that you need to do in order to fully get the benefit of team inbox. First, click on the SETTING icon to go to the settings page.

You will be redirected to this page:

Select OVERVIEW and start updating the settings tailored to your needs.

  • Under CHANNEL SETTINGS, you can add more users and add more channels
  • Under AUTORESPONDER STATUS, you can set a message to be sent out automatically whenever a customer contacts you
  • Under SMARTRULES SETTINGS, you can create and modify the rules for handling certain tickets
  • Under EMAIL NOTIFICATIONS SETTINGS, you can choose and filter all the notifications you want to receive
  • Under CUSTOMIZED CANNED RESPONSES, you can add or edit all most common answers
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