TextPeak Inbox is a powerful instrument for controlling and streamlining messaging across multiple channels, such as SMS, WhatsApp, and Telegram.

This guide provides a detailed overview of the Inbox feature, including enabling and setting it up and creating, managing, and optimizing SMS, WhatsApp, and Telegram conversations with your customers.

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IMPORTANT

• Only accounts with the enabled inbox permission can access the Inbox tab.
• Inbox agents have no access to the Settings page and can only view and manage conversations the TextPeak inbox conversations that are allowed within the Inbox role permissions assigned to them.

In the TextPeak SMS platform, users with the Inbox Admin role can manage inbox conversations integrated with SMS, WhatsApp, and Telegram platforms.

Users with the Inbox Admin or Inbox Manager roles can additionally manage the inbox settings from the main sidebar menu.

Requesting Inbox Access

Inbox is currently a Beta feature that is not available to all users by default. If you are interested, you must first request access.

To submit your Inbox access request:

1. Log in to TextPeak in your browser.
2. Select Inbox in the main TextPeak menu.

3. Click Request Access.

4. A TextPeak support agent will review your request and follow up with you shortly.

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NOTE

If you retry accessing the Beta feature you already requested access to before your request gets approved, you will see the following pop-up window:

Inbox Onboarding

Once authorized to access Inbox , you will see the TextPeak Inbox welcome screen with the onboarding steps to complete before starting with the Inbox.

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IMPORTANT

Inbox onboarding steps are shown to tenant owners and Inbox Admin users only.

Check the Inbox Role Permissions article to learn more about the roles and permissions in the TextPeak Inbox tab.

The Inbox onboarding flow will automatically mark all the completed steps and redirect you to the corresponding page to set everything up, along with the relevant article links.

Some onboarding steps are optional and can be skipped.

After onboarding, you can start with the Inbox dashboard, reviewing and managing all inbox conversations permitted for your account.

If your account is assigned multiple spaces, you can switch between them by clicking the arrow button at the bottom left of the screen and selecting the needed space from the drop-down list.

Please refer to the articles below to learn more about how to manage your inbox data:

• Managing Conversations
• Inbox Settings
• Sender Profiles
• Incoming Routing
• Tag Management
• Canned Templates
• Team Management
• User Management
• Inbox Role Permissions.