Helpful Tips & Tricks

10 articles

What is Inbox and How Do I Use It?

Inbox is where you receive live chats and new tickets that are created from Messenger. You can use Inbox together with Slack or Microsoft Teams or as a standalone app. You can access Inbox via https:…

Updated

How to Track Your Time in Inbox

Why are time entries important? One of the main advantages of having a time entry policy is that it helps ensure accurate time tracking. This can help you better understand multiple levels of how you…

Updated by Kristof Orts

Sending Attachments with Inbox

You can upload and send any file type to your customers. There’s 3 ways to do this: 
By typing /attachment to select a file,. via the attachment icon. or by dragging and dropping a file.

Updated by Kristof Orts

Accessing & Installing Inbox

You can access Inbox via Web, Windows, Mac, iOS, or Android. Accessing via Web. Navigate to https://inbox.getthread.com. Log in using your work email. Confirm the one-time passcode sent to your email…

Updated by Stephen Boss

Can I Customize the Style of My Messages?

You can either use markdown or our rich text editor. To see text editor options, click on the Aa icon. This provides you with the option to style text as: Bold (⌘ or Ctrl + b). Italic (⌘ or Ctrl + i)…

Updated by Kristof Orts

What Shortcuts Can I Use in Inbox?

Under the name dropdown, click on Beast Mode Shortcuts to see all available shortcuts. For optimal experience and usage, use the shortcuts in the Inbox desktop app.

Updated by Kristof Orts

Implementing Two-Step Close in Thread

By following these steps, you can ensure that threads are automatically moved to the Done tab in both Inbox and Messenger once their statuses are updated. This will streamline your workflow and keep…

Updated by Bryan Chapman

Managing Members in Thread

You can manage your team's access to thread via two methods: Automatic Sync - to keep members automatically in sync with your PSA. To configure, navigate to admin.getthread.com -> Integrations -> pic…

Updated by Stephen Boss

Is There a Way to Pull Existing Tickets to a Channel in Inbox?

Yes there is! To pull existing threads into a new channel: Ensure that the flow tied to the channel has the "dynamic flows" option enabled. Make sure that the thread you want moved meets the requirem…

Updated by Stephen Boss

Automatically Moving Threads to "In Progress" After the First Reply

By following these steps, you can ensure that threads are automatically moved to the " In Progress " status after the first reply, streamlining your workflow and improving the accuracy of your perfor…

Updated by Bryan Chapman