Start with a day in your team’s inbox
Already using Chatinbox? Walk through your daily work in the new interface: find a conversation, check its history, reply and plan the follow-up.
Start in the inbox
Check the All, Unread and Transfer views. Choose the conversation you will work on.
Find the conversation and check its context
Use tags and status filters to find the record. Check the customer card and earlier conversations.
Prepare your reply
Choose a saved reply for a common question. Edit it for this customer before sending. If you use an AI reply suggestion, review the final text yourself.
Leave a note for the team
Use Internal Note for information the customer should not see. The note stays in the conversation for your team.
Hand it over and plan the next task
Pass the conversation to a teammate when they need to continue the work. Set a reminder if you need to return later. A reminder does not send an automatic customer message.
Review repeated tasks
Keep your tags simple. If the same request always goes to the same team, we can discuss a routing condition. A flow follows the rule you define.
Flow builder →Bring one situation from your work
Choose a task your team finds difficult. We can follow its steps together and decide which part needs attention.
YOUR NEXT STEP
What would you like to explore?
Choose the topics that matter to your team. Copy the note and share it with the person arranging your demo.
In the demo, I would like to explore our team’s daily workflow.
Your selection is not sent automatically. You can also share the topic names directly. To discuss an integration, include the system’s name.
