Manager's Guide: Inbox Settings

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

• set up 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
• choose how conversations are assigned to agents in each team
• track agent availability across the space
• 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, then open the setting you want from the cards below.

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