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Answer your first conversation

A quick tour of replying, assigning and closing conversations in the inbox.

Written by BradenUpdated

The best way to learn the inbox is to use it. Open your website, send yourself a message through the messenger and follow along.

Find your conversation

Open Inbox. Conversations are grouped into a few views:

  • Your inbox: conversations assigned to you.

  • All: every open conversation.

  • Unassigned: conversations nobody has picked up yet.

  • Team inboxes: conversations routed to a specific team.

Reply or leave a note

Type in the composer and press Enter to send. Switch to Note when you want to leave something only your team can see, like context for a teammate. You can also attach files, share a help center article or insert a macro.

Assign, snooze and close

  • Assign the conversation to yourself or a teammate so everyone knows who's on it.

  • Snooze it when you're waiting on something. It comes back to the inbox at the time you choose.

  • Close it when you're done. If the customer writes back, it reopens.

When you close a conversation you replied to, the customer is asked to rate it. You'll find those ratings in Reports.

Tip: press Z to snooze and ⌘ / to open your macros.

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