English

You have questions, we have answers.

Inboxes

Getting to know your inbox to connect with your customers and to level up your business

Getting started with your new inbox

See how you can navigate around the inbox section and get everything out of it

Written by ElenaLast update 2 years ago

Navigate through teams and teammates and assign conversations

In this article, you will learn how to manage teams and navigate though them in your inbox section. You will see how easy it is to assign conversations to your teammates and teams

Written by ElenaLast update 1 year ago

How to create canned responses

This article is about how to build your list of canned responses

Written by ElenaLast update 2 years ago

Schedule messages to send them later

Learn with this guide how to schedule messages to send them later and how to see the list of all scheduled messages

Written by ElenaLast update 2 years ago

Close and reopen your chat conversations

Learn how you can open or close conversations in your inbox

Written by ElenaLast update 2 years ago

Contact and company properties in your inbox

This article is about how to access user information in your inbox

Written by ElenaLast update 2 years ago

Get to know your contact's name, email address, browser and location info

In this article you will learn what kind of information you can see in your inbox about your lead or a user to improve your customer service

Written by ElenaLast update 2 years ago

Post internal conversation notes and tag your teammates

We will be learning together how to mention your teammates in your internal conversation note

Written by ElenaLast update 2 years ago

How to filter a conversation by a conversation tag

In this article, you will earn how to filter conversations by your added tag

Written by ElenaLast update 2 years ago

Send chat conversation transcript to your customer

This article is for you if you want to know how to send chat transcripts to your customers or yourself

Written by ElenaLast update 2 years ago

See the actions made in the conversation

If you want see all the actions that has been made in the conversation, this article is for you

Written by ElenaLast update 2 years ago

Add your sent message to canned responses

In this article we talk about how to save your message you sent to a customer as a canned response

Written by ElenaLast update 2 years ago

Add notes to your contact

In this article you will learn how to add important notes to your contact

Written by ElenaLast update 2 years ago

Use of shortcuts in your inbox

Open this article to learn about the shortcuts we offer to use in your inbox

Written by ElenaLast update 2 years ago

Attach files and media to your messages

In this article we will cover how to attach files to your messages

Written by ElenaLast update 2 years ago

Edit and delete your sent messages

If you want to learn how to edit a message that has been alredy sent or delete it, this article is for you

Written by ElenaLast update 2 years ago

Enrich your messages with emojis and GIFs

Learn how easy it is to add emojis and GIF files to your messages

Written by ElenaLast update 2 years ago

Add your Help Center article to a message in a few seconds

Learn how to improve your customer service with providing your articles in the message in a few clicks

Written by ElenaLast update 2 years ago

Reply button types to send a message to your customers

You will learn how to send a message to a customer to ensure you provide the greatest customer service

Written by ElenaLast update 2 years ago

How to see the full list of scheduled messages

In this article, you will see how to access the list of all the messages you previously scheduled to your customers

Written by ElenaLast update 2 years ago

How to tag conversations

If you want to learn how to tag conversations to improve your customer service, this article is for you

Written by ElenaLast update 2 years ago

Block, unsubscribe or delete a contact

This article is all about how to block, unsubscribe from newsletters or delete your contact

Written by ElenaLast update 2 years ago

Video Live Chat to be closer to your audience

In this article we will talk about how to call your customers with a simple one click in your inbox to provide the most convinient and the best customer service in your live chat software

Written by ElenaLast update 2 years ago

How do I know if my customer is online or offline

This article is for you to learn where to see if your customer is online or offline

Written by ElenaLast update 2 years ago

Rating contacts based on your business needs

In this article, we will be talking about your users and leads ratings and how to rate them in your inbox

Written by ElenaLast update 2 years ago

Find the recent page your contact viewed

This article is about how to access user information in your inbox

Written by ElenaLast update 1 year ago

Conversation history in your inbox

In this article, we talk about the conversation history and where to find it

Written by ElenaLast update 2 years ago

Tag contacts in your inbox

Learn how to tag your contacts in your inbox

Written by ElenaLast update 2 years ago

Organize your contact details in the inbox

In this article, you will learn how to reorder a lead or user details in your inbox

Written by ElenaLast update 2 years ago

See the contact events and lists in your inbox

In this article you will learn how to see which segments your contact is in and the events he triggered

Written by ElenaLast update 2 years ago

How to create a team to organize conversations and notify teammates

This tutorial is all about how to create a team to organize your chat messages and notify the right people

Written by ElenaLast update 1 year ago

How to assign chat messages based on user's data

If you want to assign a conversation based on the user data, you can use the Smart Assignment Rules

Written by ElenaLast update 1 year ago

Manage your canned responses in the Inbox settings

In this article, we talk about how to manage the canned responses in the Inbox settings: edit, create and browse

Written by ElenaLast update 2 years ago

How To Assign Conversation To Multiple Teammates

Is it possible to notify all teammates if a conversation has started? Yes, it is. And it’s simple. You need to assign the incoming conversations to a team shared with all your teammates.

Written by ElenaLast update 2 years ago

How to add custom properties in canned responses

Learn how to add custom properties in canned responses

Written by ElenaLast update 2 years ago

How to track UTMs and referrer of your visitors

Would you like to track your visitors UTMs? This is the perfect way to do it

Written by Luca MicheliLast update 2 years ago

Customerly iOS and Android app for you mobile

Check this article to see where to find our mobile app for Android and iOS

Written by ElenaLast update 7 months ago

How to search for conversations and contacts in your inbox

Learn how to search for conversations and contacts with a search feature in your inbox

Written by ElenaLast update 2 years ago

How to instantly translate messages in the inbox

In this article, we show you how to translate incoming messages in your inbox

Written by ElenaLast update 2 years ago

How typing preview works

In this article, we share with you how to preview what your customers write in the live chat

Written by ElenaLast update 2 years ago

How to see if your contact is unsubscribed or blocked

In this article, you will learn how to see if a contact unsubscribed from your emails and if you have blocked him

Written by ElenaLast update 1 year ago

How to Create Filters to Forward Specific Emails to Customerly from Gmail

In this help center article, we provide a comprehensive guide on how to create filters in Gmail to forward specific emails to your Customerly inbox

Written by ElenaLast update 1 year ago

What is the Maximum File Size Limit for Uploading on Customerly?

Learn about the maximum file size limit for uploading on Customerly.

Written by Luca MicheliLast update 6 months ago

How to Use the Snooze Feature in Customerly

Learn how to snooze conversations in Customerly to manage your inbox more efficiently.

Written by Luca MicheliLast update 2 months ago

How to send a response via email if the user is offline

Learn how to configure your Customerly Messenger settings to automatically send chat responses via email when a user is offline. This ensures that customers receive your messages even when they are not actively online.

Written by Luca MicheliLast update 1 month ago