Customise Inbox Views

Inbox Views allow you to customise the Inbox module to focus on the messages that are most relevant to you and your team. Additionally, pinning a view ensures quick access to your most-used filters. This guide will walk you through the process of creating, managing, and pinning Inbox Views.

Create an Inbox View

1. Open the Inbox Module: Navigate to the Inbox module from the main menu on the left-hand side.

2. Access the Inbox View Dropdown: At the top of the Inbox interface, click the dropdown menu displaying "All active conversations" or the currently selected view.

3. Select "Create New View": Scroll down to the bottom of the dropdown menu and click on "Create new view".

4. Configure the View Settings

   • Name the View: Enter a clear and descriptive name for your new Inbox View (e.g., "VIP Livechats" or "Pending Tickets").

   • Set Filters: Choose filters to narrow down the conversations displayed in this view. You can filter by any information available in Livechats, Tickets and Customers.

5. Save the View: Once your filters are configured, click the "Save" button. Your new view will now appear in the dropdown menu.

Managing Inbox Views

• Edit a View: To modify an existing view, select it from the dropdown, then click the settings or edit icon next to the view name.

• Delete a View: To delete an unused or outdated view, select it and click the delete icon.

Important Notes

• Visibility: Inbox Views are currently applied at the mailbox level. Other team members with access to the mailbox can see and use your created views.

• Filter Adjustments: You can always adjust filters to refine or expand the scope of the view.

• Pin Multiple Views: You can pin multiple views for quick access to frequently used filters.