Thread Admin Panel

7 articles

Flows

Flows. Flows are the core of Inbox automation. They let you automatically trigger actions when threads meet specific criteria. From the Admin Panel , you can create new flows or edit existing ones. E…

Updated by Andy Althouse

Messenger

Messenger. The messenger tab is where you can control the settings of your customer messenger applications The Settings Tab. On this page you are able to configure the properties of your messenger. T…

Updated by Griffin Steinman

Clients

Clients. The clients tabs contains all of the companies that are stored in the linked PSA. The Clients tab will show you which companies you have deployed to, as well as all of the contacts of each c…

Updated by Griffin Steinman

Members

Members. The members tab shows all of the members synced from your PSA These members can be in 3 different states: Active - These are the members that will have access to thread and have active accou…

Updated by Griffin Steinman

Workspace

Workspace defaults control organization-wide settings that apply to all members in Inbox. These settings define the shared time zone and the default behavior for time entries created in the TimePad.…

Updated by Andy Althouse

Status Automations

Status Automations keep your workflows organized and your SLAs accurate by automatically updating a thread’s status when key actions occur — like a reply, a resolution, or an approval. They reduce ma…

Updated by Andy Althouse

Plans & Licenses

Overview. The Plans & Licensing page allows you to view your current AI plan, monitor usage, and manage licenses for your clients. At the top of the page, you’ll find details about your active plan,…

Updated by Andy Althouse