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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
By Raluca Stoica
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Last updated 4 months 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
By Elena
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Last updated 1 month ago
How to create canned responses
This article is about how to build your list of canned responses
By Elena
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Last updated 4 months 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
By Elena
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Last updated 1 month ago
Close your chat conversations
Learn how you can open or close conversations in your inbox
By Elena
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Last updated 1 month ago
Contact and company properties in your inbox
This article is about how to access user information in your inbox
By Elena
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Last updated 1 month 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
By Elena
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Last updated 1 month ago
Post internal conversation notes and tag your teammates
We will be learning together how to mention your teammates in your internal conversation note
By Elena
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Last updated 1 month ago
How to filter a conversation by a conversation tag
In this article, you will earn how to filter conversations by your added tag
By Elena
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Last updated 1 month 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
By Elena
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Last updated 1 month 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
By Elena
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Last updated 1 month 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
By Elena
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Last updated 1 month ago
Add notes to your contact
In this article you will learn how to add important notes to your contact
By Elena
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Last updated 1 month ago
Use of shortcuts in your inbox
Open this article to learn about the shortcuts we offer to use in your inbox
By Elena
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Last updated 2 months ago
Attach files and media to your messages
In this article we will cover how to attach files to your messages
By Elena
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Last updated 1 month 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
By Elena
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Last updated 1 month 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
By Elena
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Last updated 1 month 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
By Elena
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Last updated 1 month 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
By Elena
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Last updated 1 month ago
How to tag conversations
If you want to learn how to tag conversations to improve your customer service, this article is for you
By Elena
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Last updated 1 month ago
Block, unsubscribe or delete a contact
This article is all about how to block, unsubscribe from newsletters or delete your contact
By Elena
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Last updated 1 month 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
By Elena
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Last updated 1 month 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
By Elena
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Last updated 1 month 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
By Elena
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Last updated 1 month ago
Find the recent page your contact viewed
This article is about how to access user information in your inbox
By Elena
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Last updated 1 month ago
Conversation history in your inbox
In this article, we talk about the conversation history and where to find it
By Elena
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Last updated 1 month ago
Tag contacts in your inbox
Learn how to tag your contacts in your inbox
By Elena
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Last updated 1 month 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
By Elena
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Last updated 1 month 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
By Elena
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Last updated 1 month 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
By Elena
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Last updated 1 month 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
By Elena
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Last updated 1 month 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
By Elena
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Last updated 1 month 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.
By Elena
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Last updated 1 month ago
How to add custom properties in canned responses
Learn how to add custom properties in canned responses
By Elena
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Last updated 1 month 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
By Luca Micheli
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Last updated 3 years 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
By Elena
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Last updated 1 month ago
How to instantly translate messages in the inbox
In this article, we show you how to translate incoming messages in your inbox
By Elena
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Last updated 1 month ago
How typing preview works
In this article, we share with you how to preview what your customers write in the live chat
By Elena
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Last updated 1 month 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
By Elena
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Last updated 1 month 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
By Elena
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Last updated 2 years ago
What is the Maximum File Size Limit for Uploading on Customerly?
Learn about the maximum file size limit for uploading on Customerly.
By Luca Micheli
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Last updated 1 year ago
How to Use the Snooze Feature in Customerly
Learn how to snooze conversations in Customerly to manage your inbox more efficiently.
By Luca Micheli
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Last updated 1 year 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.
By Luca Micheli
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Last updated 11 months ago
Why can't I edit or delete email messages?
Learn why email messages cannot be edited or deleted in Customerly
By Elena
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Last updated 8 months ago
How to Remove Conversations from Mentions in Customerly
Learn how to remove conversations from your mentions tab in Customerly to keep your workspace organized and clutter-free.
By Elena
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Last updated 8 months ago
Preventing Users from Reopening Closed Chats
Learn how to prevent users from reopening closed chats in Customerly
By Elena
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Last updated 7 months ago
How to use teammate away mode
Learn how to use the Teammate Away Mode feature in Customerly to easily identify your team’s availability. This guide explains how away statuses appear, where to find them, and how to use them effectively for efficient teamwork.
By Luca Micheli
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Last updated 6 months ago
Can I have canned responses in several languages?
Currently, Customerly does not support canned responses in multiple languages. All canned responses are stored in a single language, and there is no automatic translation feature within the system.
By Luca Micheli
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Last updated 5 months ago
How to continue a chat conversation via email?
To continue a chat conversation via email in Customerly, you must first set up and verify your email domain. This ensures that emails are sent from your own domain.
By Luca Micheli
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Last updated 4 months ago
How to use conversation topics in insights
Conversation topics categorize customer conversations, helping support teams identify trends and improve response strategies. You can enable them in project settings, add topics manually, or let AI classify them. Insights reports provide valuable data for optimizing support efforts.
By Raluca Stoica
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Last updated 5 months ago
Open help center links
Providing instant support is essential for enhancing the customer experience. With Customerly’s Messenger, users can access the Help Center directly from the chat widget on your website, by embedding links to your articles in your webpages or by programmatically opening the article. This eliminates the need to switch tabs or search manually, streamlining issue resolution.
By Raluca Stoica
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Last updated 4 months ago