What's New:
We’re excited to introduce our enhanced Inbox module! It’s designed to give you a more organized way to manage chats, similar to WhatsApp interface, with new features like chat delegation and easy way to close chats. 🎉
How to Access Inbox:
To get started, simply hover your mouse over the Inbox icon, then click on InboxV2 to open the module.
inbox v3 location
Inbox Overview:
Here’s a quick look at how Inbox V2 works! By default, you’ll see the opened status chats.
But if you want to view both open and closed or closed chats only, you can select accordingly by clicking on the dropdown.
On the left panel, you'll find different ticket sections to help you organise your chats:
All
: Chats assigned to you, plus unassigned ones (includes AI & human-routed chats).
Mine
: Only the chats that are assigned to you.
Unassigned
: Chats that haven’t been assigned to anyone yet.
Routed to AI
: Chats that were handled by the AI (from the OpenAI Knowledge Base node).
Routed to Human
: Chats passed to a person (from the Handover node).
Team Inbox
: See chats owned by you and your teammates in the inbox group.
Note: Super admins can see all chats, while users can only view chats assigned to them and unassigned chats.
inbox v3 overview
Chat Actions:
When you select on the chat, you’ll see several icons in the center column:
👥 Delegate the chat to yourself or another user
📥 Close the chat once it’s resolved
💬 Mark as read/unread to keep track of conversations
inbox v2 chat