Inbox (app)

SleekFlow mobile inbox features

Right now, you will see the message that you have just sent in inbox.

Step 1: Send and Receive Messages

You can start by typing messages in the input box at the bottom.

If the message you sent is not a registered template, the message will be failed to send.

Check if you need to send a template message in the reminder bar on the top of the conversation.

"Please use WhatsApp template to send your first message"

If the customer has not sent you a message in the last 24 hours, then you will need to start the conversations by sending a template message. You can always check if it is an approved template message in Template Manager.

For example: Hello{{1}} is a approved template message. You can edit the {{1}} by filling in any free-form content.

Please be aware of the format of the template message,

  1. Do not skip line in a parameter.

  2. Check the spacing format of the template message.

You can also refer to the below examples to understand more about what templates can be sent :

Hey Angela! ❌ (Hey is not an approved template)

Hello Angela βœ…

Hello! We have restocked the items! βœ…

Hello !❌(There is a space in between "Hello" & "!")

Hello Angela How are you? ❌ (This message skips a line)

Until the customer replies your message, you can send them a free-form session message within the next 24 hours.

Step 2: Assign Conversations to Teammates

The assignee of the conversation is listed on the top right-hand corner of the chat module. Simply click on the drop-down menu.

Tap Assignee then search or choose the teammate you'd like to re-assign the conversation to.

You can now go to the Inbox page to check the tab on the top:

You: the conversations that you are currently managing

@Mentions: the conversations that you are mentioned and you can access the conversations within the next 48 hours.

Unassigned (Team): the conversations that are assigned to a team instead of one specific staff. All the staffs in that team will receive notifications.

Unassigned: the conversations that are not assigned to any team or any specific staff.

All: All conversations in the account. Only Admin and team admin would have this option.

Step 3: Mention & Add Internal Notes

You can tap on the icon "Aa" in the text box to send internal note to your teammates.

Internal note will be in orange text bubbles and will not be seen by your customers.

You can use the "Note" function to write a note-to-self or tag teammates by typing "@" to mention them in the conversations.

Teammates who are mentioned in the conversations will be able to see and reply to the conversations within 48 hours. You can also see your mentioned conversations by accessing to the "Mention" dropdown from above.

Step 4: Send Quick Replies

Type "/" and choose saved quick reply to the customer.

To create more quick reply templates, you can refer to this link for more information.

Step 5: Send Audio Notes

Hold the microphone icon to begin the recording and release to send the audio.

Slide left to cancel the recording.

Step 6: Unread and Bookmark conversations

Search: Search for contacts and conversations on the top right

Unread/Bookmark : Swipe right on the contact to mark Unread or Bookmark conversations. Bookmark a conversation will pin that conversation on the top of the conversation list.

Edit conversation details: Press "Actions" on top right in the conversation

  • Status: Change conversation status (Open/Snooze/Closed)

  • Assignee: Change conversation assignee

  • Collaborators: Add/Remove collaborators

  • Labels: Add/Remove Labels

  • Channels: Change reply channels

Step 7: Manage Conversation with Collaborators

Add Collaborator

You can add collaborator by clicking "More" > "Collaborators" to edit Collaborators.

You will see who is the collaborator in that conversation

You can add collaborator by clicking the grey "+" on the right hand corner.

Tick the user that you wish to add. You can add at most 5 collaborators in a chat to manage the conversation together.

Both contact owner and collaborators will receive notifications when there are new incoming messages.

Remove Collaborator

Remove a collaborator by unticking its icon.

Removed collaborator will no not receive notification when there are new incoming messages.

The mentioned staff can view the conversation within 48 hours and will receive a mobile notification.

Step 8: Add labels to specify the customer

Click into the contact that you wish to add labels to.

Tap "More" > "Labels".

Select the labels that you wish to add to this contact.

You can always click on the 4-colors dots on to left to filter contacts by specific labels.

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