Inbox onboarding guide

Step 1: Get to know Inbox

Did you already sign up for Inbox? Awesome, time to test it! Scan the QR code with the camera of your phone and send the message that is prefilled in your app - you’ll see a ticket waiting in the queue. Follow the interactive tour that will walk you through accepting, replying and resolving your ticket. Done? Awesome! You can keep testing Inbox or continue to the following step

Step 2: Set up your free Inbox email

For your tickets to appear in Inbox, your email must be installed as an Inbox Channel. There are two ways of getting email with Inbox:

1. Share your new Inbox.ai email with your customers — this means that the email to which your customers should send their messages should now be your Inbox.ai email and no longer your company’s mailbox. To configure your free Inbox email, please follow these steps:

• Enter your Sender name and your Inbox email, for example, [e-mail] — you can change “support” for “help” or any other word you want.

• And that’s it! Your Inbox email will be automatically added as an Inbox Channel once you finish this step.

2. If you want to keep using your company’s email, you must manually add it as an Inbox Channel.

Done? Awesome! You can send a test email to your Inbox or company's mailbox (depending which option did you choose) to ensure that everything works correctly. Your message should appear in Inbox as a ticket.

Step 3: Add a channel

Set up the channels you want to use in Inbox. We'll automatically add flows for them in Flow Builder so you can start using them right away. If you need help installing a channel, check out our step-by-step guides.

Step 4: Invite your team

Last step! Now you simply need to add your Support team to Inbox - check out our Inbox guide on how to add a new agent for all the details.

And that’s it! 🎉You’re ready to go and start using Inbox.