Inbox & Conversations

Inbox and conversations overview

Understand how your team should manage customer conversations in Hellotext.

Conversation lifecycle in Inbox

Understand open, assigned, unassigned, reminder, closed, and attention states so your team knows what to do next.

Filter and search conversations in Inbox

Find the conversations that need your attention using search, status, teammate, and label filters.

Assign conversations

Assign or reassign Inbox conversations to the right teammate or AI agent and understand how team routing affects ownership.

Teams and Inbox capacity

Organize teammates for conversation routing and control how much active Inbox work each person can receive.

AI handoff to Inbox

Configure how playbooks, journeys, AI Routing, and custom agents hand conversations to your team in the Inbox.

Response times and response rules

Learn how response rules help your team track reply targets, prioritize conversations, and review response health.

Inbox browser notifications

Enable notifications on a device, understand who receives them, and troubleshoot browser permissions or sound.

Team roles and permissions

Compare Owner, Administrator, Manager, and Agent access, then choose the right role for each teammate.

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