The Inboxes feature in the Salesmsg mobile app allows you to manage and organize all your conversations efficiently. With the ability to move between personal and shared Inboxes, search, filter and act on conversations with a swipe, the Inbox feature ensures that all your communication needs are met seamlessly.
To learn about the Salesmsg Inbox navigate to this Article: https://help.salesmessage.com/en/articles/5092893-salesmsg-inboxes
Accessing Your Inbox
Open the Salesmsg App: Launch the Salesmsg app on your mobile device.
Navigate to Inboxes: At the bottom of the screen, tap the Chats tab. This opens the Inboxes screen, with quick filters (All inboxes, Yours, Mentions, Unassigned, Drafts) and your inboxes split into Favorites and Inboxes.
Switch Between Inboxes: Tap any inbox (such as a shared or team Inbox) or quick filter to open its conversations. Use the search bar at the top to find an inbox by name.
Key Features of Mobiles Inboxes
Personal Inbox
Your personal inbox is where you will find the conversations for your personal Salesmsg phone number. From the Inboxes screen, you can move between all your Inboxes. You'll be able to...
Search and create new conversations
Reassign conversations
Search and create new contacts
Use Inbox Filters for your conversations
Swipe a conversation to close or reopen it, mark it read or unread, or open the More sheet (needs response, priority, tags)
Search and Create New Conversations
Easily search through your current conversations by entering keywords or contact names in the search bar. To start a new conversation, tap the compose button to open New conversation, select a contact or enter a new number, and start messaging right away.
Reassign Conversations
If a conversation needs to be managed by another team member, you can easily reassign it. Open the conversation, then use the menu at the top of the thread to assign it to another inbox member or unassign it.
Search and Create New Contacts
Searching through your contacts is simple. Enter the contactâs name or number to find existing entries. If a contact doesn't exist, you can create a new one by tapping the + New Contact option.
Use Inbox Filters
Salesmsg offers filters that allow you to organize conversations based on their status. Inside an inbox, use the tabs (Open, Unread, Needs response, Closed) and sort by newest, oldest or priority first. Use filters to view conversations that are:
Unread
Closed
Assigned to a specific team member
Tagged for specific follow-ups or categories
Bulk Actions
In the current design you act on conversations one at a time with a swipe or the More sheet. Multi-select is available only in the old interface (More > Switch to old interface): long-press on any conversation to enable multi-select, and then choose the conversations you wish to modify. From here, you can:
See Unread Messages In Conversations
In your Inbox youâll see a helpful counter next to conversations with unread messages, making it easy to keep track of what needs your attention. If there are more than 99 unread messages, the counter will simply display â99+.â As well in the Unified Inbox it will show what inbox the message is a part of to make organizing your messages even easier!
Even if a message comes in after business hours, youâll still get the unread indicator along with the message count, so nothing slips through the cracks.
Missed calls? No worries, those are counted as unread too. And if you ever manually mark a conversation as unread, youâll still see the unread indicator, just without the message count.
Close Conversations: Mark the conversation as resolved or closed.
Apply Tags: Categorize conversations by applying relevant tags to keep your communication organized.
How to Mute Your Inbox
Using the Mute Inbox feature is straightforward. Follow these simple steps to silence notifications from a specific inbox:
Swipe the Inbox: On the Inboxes screen, swipe the inbox that you wish to mute. On Android you can also long-press it.
Mute the Inbox: Tap Mute. A message at the top confirms the inbox is muted and offers Undo for a few seconds.
Once you've tapped Mute, you will successfully mute all notifications from this inbox. This means no sound alerts for messages or calls from this specific inbox, allowing you to concentrate without interruptions.
Remember, the mute settings will remain in effect across all your devices and will persist even after logging out and back in.
If you want to unmute the inbox at any time, simply follow the same steps and tap Unmute to restore notifications.
The Mute Inbox Notification feature is designed to give you control over your notifications, helping you focus on what matters most. If you have any questions or need further assistance, don't hesitate to reach out to our support team.
Call History Viewer
The Calls tab shows the calls placed from each inbox and calls placed to individual users. It lists your inboxes with quick filters for All inboxes, Missed and Voicemails, so you can easily access and manage your call history directly from the mobile app.
You can filter your calls by outcome: All calls, Inbound (Answered, Missed, Voicemail) or Outbound (Answered, No answer, Voicemail), so you can quickly find the call details you need. The call list shows all calls for the inbox or quick filter you opened, newest first.
Multi-Organization Switching on Mobile
With our latest update, mobile app users can now seamlessly switch between different organizations without the need to log in again, just like on our web app.
This enhancement allows you to manage multiple organizations with ease, directly from your mobile device.
Tap More, then the Workspace row to open your Workspaces list, and pick another workspace (organization). You can switch without logging out, ensuring a smooth and uninterrupted workflow. Switching is not possible during a call.
You can be logged into a different organization on your mobile device than on your web app. This provides greater flexibility and control over your work across platforms.
Group Inboxes
The Apple iOS Salesmsg app now features a Group Inbox to help you manage multiple inboxes more easily. The Group Inbox is listed in the Inbox List and can be searched by name or any associated number.
It shows the total number of inboxes in the group. When selected, youâll see a list of all conversations from those inboxes, with each conversation labeled by its inbox name, similar to the unified inbox.
You can also add the Group Inbox to your âFavoriteâ list for quick access. Note that the Group Inbox cannot be muted or unmuted. This feature simplifies managing conversations across multiple inboxes.
Frequently Asked Questions
What is the difference between a Personal Inbox and a Shared Inbox?
A Personal Inbox contains conversations tied to your personal Salesmsg phone number, and only you have access to these conversations.
A Shared Inbox is used by teams or departments, allowing multiple users to view and manage the same set of conversations.
How do I switch between different Inboxes?
To toggle between different Inboxes:
Tap the Chats tab at the bottom of the screen.
On the Inboxes screen, find the Inbox in the list or search for it by name.
Tap the Inbox you want to switch to.
How do I start a new conversation?
To start a new conversation:
Tap the compose button to open New conversation.
Select an existing contact or enter a new phone number.
Type your message and hit send.
What filters can I use in my Inbox?
Inbox filters allow you to organize conversations based on their status. On the Inboxes screen, quick filters show All inboxes, Yours, Mentions, Unassigned and Drafts. Inside an inbox, the tabs include Open and Needs response. You can filter conversations by:
Unread: Show only unread messages.
Closed: View conversations that have been marked as closed.
Assigned Team Members: See conversations assigned to specific team members.
Tags: Use tags to filter conversations by specific categories.
Can I use the Salesmsg mobile app to collaborate with my team on shared conversations?
Yes! Shared Inboxes allow you and your team members to collaborate on conversations. Each team member can view, respond to, and reassign conversations as needed.
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