The Inbox tab lets you create and manage folders to organize conversations efficiently.
The Inbox tab is where you control how your team organizes messages for better workflow management. Folders can help group conversations by priority, inquiry status, or customer type, keeping the main Inbox uncluttered and making it easier to track and follow up on important messages.
Creating a folder
To create a new folder:
Go to Settings → Inbox.
Click Create new folder.
Enter a folder name and description.
Click Save.
Once created, conversations can be moved into folders to keep your Inbox organized and ensure important messages are easily accessible.
Managing folders
Move conversations – You can move individual or multiple conversations into any folder.
Custom folders – Team-created folders appear alongside Spam and Archive in the Inbox sidebar.
Reorganizing – Update folder names or descriptions as needed to reflect changes in workflow. Click the three-dot menu and select Edit.
Folders allow your team to segment messages without deleting them, ensuring you can focus on active conversations while keeping other interactions accessible for later follow-up.
