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Inbox video tutorials

Ten short videos covering the Inbox: workflow and statuses, the left menu, tickets, and settings.

Ten short videos covering the Inbox, from a few seconds to five minutes each. If you would rather see something done than read about it, start here. Each one also appears in the article covering that topic in writing.

Getting started

  • Inbox workflow and statuses (3 min). Navigating the Inbox, what each message status means, and how a conversation moves through them. Watch

  • Navigating the left menu (2 min). Unassigned tickets, assigned tickets, snoozed items, drafts, and the rest of the menu. Watch

  • Archive. Storing closed conversations so they are still findable but out of the way. Watch

  • Spam. Moving unwanted messages out of the working Inbox. Watch

Managing tickets

  • Creating a ticket (45 sec). Watch

  • Ticket functionalities (3 min). Assigning, solving, snoozing, and the other actions. Watch

  • Assigning tickets (35 sec). Assigning to yourself or a colleague. Watch

Settings and configuration

  • Notifications. Setting up which messages you are told about. Watch

  • Signature. Adding a signature to your replies. Watch

  • Teams, for admins. Team settings and Inbox access. Watch

What this does not do

  • The videos open on Loom. They are hosted externally and open in a new tab, so they are not searchable from the Help Centre.

  • Videos show the interface as it was recorded. Where a video and an article disagree, the article is the current one.

What to do next

For the same material in writing, see Navigating the Inbox, Conversation statuses, and Actions in the Inbox.

Getting help

Open Talk to Us in the left menu of the platform, or email support@bookboost.io.

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