Inbox View
Introduction
Teambox Inbox View is the latest feature which is added to the Teambox. Inbox View is a powerful feature designed to streamline your chat experience by allowing you to filter and view your chats based on various criteria. With this feature, you can quickly access the conversations that matter most to you without looking through all your messages.
In today's fast-paced communication landscape, staying organized and responsive is crucial. Teambox is committed to improving your chat experience, and our new feature, Teambox Inbox View, is designed to help you manage your messages more efficiently.
Teambox Inbox View transforms the way you interact with your messages by offering a customizable and streamlined approach to viewing your chats. Whether you're juggling multiple projects, managing team communications, or simply trying to keep track of important conversations, Inbox View provides the tools you need to stay on top of your communication game.
Key Benefits
Filter Criteria: Apply different customizable filters to view specific chats.
Customizable View: Save your filter criterias for easy future uses and get customizable view in one click
Enhanced Productivity: Spend less time searching for messages and more time focusing on what matters.
Improved Response Time: Quickly locate and respond to critical messages without delay.
Better Organization: Keep your inbox clutter-free by filtering out unnecessary messages and highlighting important ones.
For example you want to see the chats which has been started on a particular day, by using the custom inbox filter you can filter out all the chats which have been started on that particular date. So that you can easily do further actions with those chats. Like this there is a wide range of filter customizations can be achieved with the Teambox inbox view.
Getting Started
To access the inbox view you should open the Teambox and then click the menu button on the top left side of the Teambox window.
Clicking on the button (see the above picture) opens a Side Menu. It includes the tab of different chats like My Chats, Solved Chats, Pinned Chats, Missed Chats and All Chats along with the total count of the chats in each one. Clicking on each will navigate to the respective chats in the Teambox.
Custom Inboxes
You can create the filter conditions in the Custom Inbox and all the custom inboxes created will list under this. For creating a Custom Inbox click on the Add button next to the Custom Inbox as shown in the image below
Clicking the Add button will open a popup window Add Custom Inbox window where we can set the custom filter views.
In the window there are fields for adding Name, Description, Conversation status, Conditions and a checkbox Share With Others. Name, Conversation Status and Conditions fields are mandatory fields.
Name: The name which you adding here will show as the name of the creating inbox view
Description: In this field you can gave any descriptions for you custom inbox
Conversation Status
Here there are five options: All, Open, Closed, Missed and Pin. Each option denotes the chat tabs on the Teambox. So you can filter out the chats under the selected chat tabs respectively. Note that you can select the filter conditions only after selecting any of the conversation status.
Open: The chat that is currently open will be shown under this status.
Closed: The chats that are in closed stage will shown under this status.
Pinned: The chats which have been pinned will shown under this status.
Missed: Chat requests which are not attended will shown under this status
All: Every chats which is Open, Closed, Pinned and Missed will shown under this status.
For example, if you are creating a custom view by selecting Open which denotes My Chats in the conversation status then selecting the filter view only shows the chats which come under My Chats in Teambox.
Conditions
Here you can apply different filter conditions by clicking on +Add Conditions button. Clicking it will open a new window Segment Subscribers. Here you can see different types of filters and users can select the desired filters from the window as shown in the image below.
In this window, you'll see many filter criteria listed on the left side. Clicking on each will display a list of filters. You can select, combine, and customize the desired filters, which can then be applied and saved in the Inbox view.
For example you want to see the chats which started last month. For this you have to select the Chat Start Date option from the list, then select 'Is' and select the Last Month option from the dropdown and click Add button.
Clicking the Add button after selecting the filter, you can see the count of chats that started at the selected time next to the Segment Subscriber header, as shown in the image below.
In this section, users can combine multiple filters. The applied filters are displayed on the window with a close icon to remove each one and a 'Clear All' button to clear all selected filters at once.
After Adding the filter click on the Filter button at the right bottom of the window it will go back to the previous Custom Inbox popup window and the saved filter shows below the ‘Conditions’ just near to the Add Conditions as shown in the image below
After adding the filter, click the Filter button at the bottom right of the window. It will navigate to the previous Custom Inbox popup, and the saved filter will appear below 'Conditions,' as shown in the image below.
Share with others: On checking this option the filter views will get visible to all agents under the organization.
So after selecting filters click on the Create Inbox button and the selected filters will get saved and listed under the custom inbox section like this
After reloading the page, the created view will appear at the bottom of the list. To prioritize and move it to the top, click the star icon next to the view name and reload the page again.
So after creating the view click on it then it will shows the chats based on the filters you have applied in the Teambox as shown in the image below.
Here, the chat count shown while segmenting customers and the chats after applying the filter will be the same. You can clear the filter view by clicking the close icon next to the inbox view name, as shown in the image, or by selecting any of the chat tabs next to it, or by clicking the Clear button next to Custom Inbox. This allows for easy filtering of chats using the filter conditions.
For example you have an organization and you want to see the chats which have been opened, closed and missed within a particular past date from the customers and leads. Conventionally it took a lot of time if he scroll through all the chats on that date and there is a chance to miss some chats. Here is how the Inbox view helps you to make it easier, you can use the Chat date start between filter and select the start and end dates you want with the conversation status as Open for finding the chats which have started on that particular days and Chat missed date between filter in the Missed conversation status for viewing the missed chats on the dates and use Chat Closed Date filter in the Closed conversation status. By using the 3 views you can find out the respective opened, missed and closed chats on that particular date easily. Also you can find out which agents have attended or closed the chats on that date with the Chat Attended by filter.
Edit, Duplicate & Delete
Each inbox view has three options: Edit, Duplicate, and Delete. Hovering the mouse over an inbox view reveals three dots. Clicking on them displays these options, as shown in the image below.
Edit: On clicking edit new window will popup with title Edit Custom Inbox, here you can edit the Name, Description Conversation status, and Filter Conditions and then click on Update Inbox.
Note: When changing the conversation status, please remove the filter conditions from the popup window and then add the filter again by clicking the Add Condition button.
Duplicate: You can duplicate the view by selecting this option. Clicking it will open a popup with settings identical to the parent view. Afterward, click on 'Create Inbox.' Here, you can edit the view parameters such as name, conversation status, and conditions, or keep them the same as the parent view.
Delete: You can delete a view by clicking on the Delete option.
Last updated
