Manage Chat Inbox Follow

If your company operates multiple brands under a single organization, each brand may have its own knowledge base, support process, and customer communication style.
In such cases, it’s beneficial to keep their chat systems separate for better management and a personalized customer experience.

Salesmate allows you to create and manage multiple chat workspaces — each with its own configuration, AI Pilot, and channels.

Topics Covered:

• Create an Inbox
• Delete an Inbox

Create an Inbox

To Activate Unified Conversation Inbox and Install Salesmate Chats

• Navigate to Conversations Icon on the left menu bar

• Click on Unified Inbox.

• In the header, you’ll see a dropdown showing your default workspace name, which is automatically created during the Unified Inbox activation. Learn more about Unified Inbox.

• Click on “+ New Inbox.”

• Here you need to fill in the following information:

  • Inbox name: It will be visible to your website visitors when they start a conversation.
  • Description: Write the details about the Inbox
  • Accessibility: Choose who can access this inbox and reply to conversations. The selected users will automatically be assigned AI Pilot core seats.
  • To adhere to the compliance, you would need to accept the "Terms & Conditions" and "Privacy Policy" 

• Click Save to create the new Inbox. A success message will appear: “Created successfully.”
• Once the Inbox is created, the next step is to add a channel. Learn More

Delete an Inbox

• Navigate to Conversations Icon on the left menu bar
• Click on Unified Inbox.
• There are 2 ways to delete an Inbox:
• 1st way:
  • From the header, hover the Inbox you wish to delete.
  • Click on the Delete Icon.

• 2nd Way:
  • From the header, select the Inbox you wish to delete.
  • Click on Inbox Settings and select Delete this inbox. 

• Confirm your action to proceed. You’ll see a success message: “Deleted successfully.”