Our Support Inbox solution combines the ability for your agents to manage incoming and outgoing messages across channels in one place. All you have to do is set up your channels and onboard your customer support agents. This allows your business to manage & prioritize incoming conversations quicker and more efficiently.
Onboard your whole customer service team to Support Inbox. Simply invite your team members as agents.
Create your own teams to organize your customer service by departments, skill-based, or pretty much any other differentiation. Teams can also be assigned specific channels, so you can organize your teams by region or country. This makes your Support Inbox a tool suitable for global roll-outs in a matter of minutes.
Access all conversations you’ve had with a customer in one inbox. Conversations are stored depending on your configured data retention period. This makes it easy to check for previous conversations with a customer for a more personalized experience.
Conversations can be assigned from one agent to another across teams easily, without your customer noticing. Agents can assign a customer to an expert in your team or someone who is available to help your customer more easily. This makes issue resolution quicker and reduces friction towards your customers.
Messages can be routed by different criteria. For example – if configured –, new incoming messages can be routed directly to the right team.
Notifications are an easy way for each of your agents to stay informed when new messages come in. Support Inbox can inform an agent via browser push notifications, and additionally with email notifications.
New contacts are automatically stored in your Support Inbox. Your support agents can add notes, customer reference numbers or email addresses to complement a contact profile. This makes it easy to identify and handle a conversation for your agents.
Contact information can also be integrated in your CRM and would be subject to the Data Retention timeframe that you define for information storage.
Analytics are currently available as an API, but soon the Support Inbox will provide a dashboard showing message volumes and initial response times. Advanced analytics and KPI tracking are possible on a custom basis and can be set up according to your needs. Do you need specific analytics on your Support Inbox account? Get in touch with email@example.com to discuss your requirements.
New conversations are automatically sorted into the general inbox for your team. When a support agent from a team picks a new conversation, it is automatically assigned to their personal inbox. This optimizes the flow for new conversations and makes it easy for your agents to find their active conversations. Once a conversation ends, your agent can either close the conversation or assign it to a different team, team member, or an assistant like a chatbot.
Support Inbox comes by default with different inboxes that help your team organize new, current and previous conversations.
- General Inbox for all new incoming conversations
- Agent Inbox for conversations that are assigned to a support agent
- Open Inbox for conversations that are already assigned to all support agents in a team
- Automated Inbox to monitor conversations between your chatbot and a customer
- Closed Inbox for all closed conversations
Conversations can easily be assigned from one agent to another, even across teams.
Business Hour Auto-Replies
When a customer gets in contact outside of your business hours, you can send an auto-reply to let them know that your team is out of the office and the inquiry will be processed during business hours only.
To manage peak-time demand, you can also configure an automated greeting message during business hours. Business hour auto-replies can be configured per channel.
Some customer questions can be answered quicker with a standardized reply. Our Quick Replies feature enables your business to create standardized messages that can be personalized with variables, like your customers’ first name, to handle replies. This makes sure your agents can just pick and choose the right quick reply template, reducing issue resolution time.
For WhatsApp you can also use Message Templates as quick replies.
You can create labels yourself within the Support Inbox. Typically, labels are used to identify a conversation either by priority or type, e.g. technical support.
You decide which labels you want to create. We recommend for most businesses to create at least one label for managing conversations by priority. Those will then appear on top of your inbox thread.
The Support Inbox can be integrated with your CRM system to sync contact data and conversations between the two systems, allowing you to fetch and push contact data from and to your CRM. You can also use the option to push transcripts of closed conversations to your CRM.
Data is stored by default only for 90 days, after which it gets automatically deleted from our servers. The data retention period can be adapted to your business needs. If you wish to change the data retention time, please get in touch with us on firstname.lastname@example.org.
To ensure compliance with GDPR, you can also delete a contact from the system directly. Here is how:
- Open the conversation
Open the conversation to see the contact profile data on the right side of your screen.
- Delete the contact
To delete the contact, open the ‘More’ menu in the top right corner and select ‘Delete’.