Manager's Guide: Inbox Settings

A comprehensive guide for managers on how to work with the settings that control TextPeak's Inbox functionality.

From the Inbox > Settings page, inbox admins or managers (provided they hold the corresponding Inbox role permissions) can:

  • setup and manage the space
  • create sender profiles
  • create incoming routing rules
  • define working hours schedules
  • configure auto replies for SMS, WhatsApp, Telegram, or Webchat
  • add and manage tags and canned templates
  • set the goals to meet in conversations
  • manage their teams and users.

To access the Inbox settings options:

  1. In your browser, log in to TextPeak with admin or manager access privileges.
  2. In the main TextPeak menu, select the Inbox tab.
  3. From the main inbox page, click Settings at the bottom left of the screen and proceed as described in the Inbox Settings articles.
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IMPORTANT

Inbox agents have no access to the Settings page and can manage conversations only.

A screenshot of the Inbox > Settings page

Inbox Settings tab

Refer to the following pages for detailed descriptions and step-by-step instructions to learn how to configure and manage the TextPeak Inbox settings:

General Settings

A comprehensive guide for managers on how to set up the space.

Sender Profiles

A comprehensive guide for managers on how to create and manage sender profiles from the Inbox tab.

Incoming Routing

A comprehensive guide for managers on how to create and manage Inbox incoming routing rules.

Tags

A comprehensive guide for managers on how to create and manage Inbox conversation tags.

Canned Responses

A comprehensive guide for managers on how to create and manage the customized Inbox responses for most common customers' queries.

Conversation Goals

A comprehensive guide for managers on how to create and manage conversation goals in Inbox.

Teams

A comprehensive guide for managers on how to manage teams and agents from the Inbox tab.

Users

A comprehensive guide for managers on how to manage Inbox agents.

Working Hours

A guide for managers on how to define the days, hours, and time zone your Inbox team is available so auto replies fire only outside those windows.

Auto Replies

A guide for managers on how to configure automatic responses for out-of-office windows, SMS keywords, and WhatsApp quick replies.


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