DOCS

Setup

Welcome to the platform

Getting Started

Welcome to the platform

A quick introduction to what the platform does, who it is for and what you can expect once you are set up.

This is a shared inbox built for small and medium teams that handle customer conversations daily. Support, sales and operations teams use it to bring every channel into one place, work together without losing context, and reply faster without dropping the ball.

What can you do with it?

Connect your channels, invite your teammates, assign conversations and start replying. More advanced features unlock depending on your plan.

Feature

Available on

Unified shared inbox

All plans

Team assignment

All plans

AI reply suggestions

Growth and above

Automation rules

Growth and above

Advanced analytics

Scale only

Not sure which plan is right for you? Check the Plans & Pricing section for a full breakdown of what is included at each level.

How the inbox works

When a message comes in from any connected channel, it appears in your shared inbox. From there your team can read it, assign it to a teammate and reply, all without leaving the platform.

Here is a simplified view of how a conversation moves through the system.


If you are integrating the platform via API, here is a basic example of how to send a message programmatically.

javascript

const response = await fetch("https://api.yourplatform.com/v1/messages", {
  method: "POST",
  headers: {
    "Content-Type": "application/json",
    "Authorization": "Bearer YOUR_API_KEY"
  },
  body: JSON.stringify({
    channel: "email",
    to: "customer@example.com",
    message: "Hi, thanks for reaching out. We will get back to you shortly."
  })
});

API access is available on the Growth plan and above. You can find your API key under Settings and then API & Webhooks.

You can set up auto assignment rules so incoming messages get routed to the right person automatically. This is available on the Growth plan and above.

Setting up for the first time

1

Create your account

Sign up and verify your email. Your workspace is created automatically once your email is confirmed. Read the full guide: Creating your account

2

Connect your first channel

Go to Settings and connect at least one channel. Email is the easiest place to start. Read the full guide: Connecting your first channel

3

Invite your team

Add your teammates by email and assign each one a role before sending the invite. Read the full guide: Inviting team members

4

Send your first reply

Once a message lands in your inbox, assign it and reply. Read the full guide: How the inbox works

If you skip the channel setup step, your inbox will remain empty. Make sure at least one channel is connected before inviting your team.

A quick look at the interface


The interface is split into three areas. On the left you have your channel and filter navigation. In the center you see all incoming conversations. On the right you have the full conversation thread and the reply editor.

Plan overview


Starter

Growth

Scale

Team members

3

15

Unlimited

Channels

2

10

Unlimited

AI suggestions

No

Yes

Yes

Analytics

Basic

Full

Custom

Support

Email

Priority

Dedicated

All plans come with a 14 day free trial on Growth so you can explore the full feature set before committing.

This is a shared inbox built for small and medium teams that handle customer conversations daily. Support, sales and operations teams use it to bring every channel into one place, work together without losing context, and reply faster without dropping the ball.

What can you do with it?

Connect your channels, invite your teammates, assign conversations and start replying. More advanced features unlock depending on your plan.

Feature

Available on

Unified shared inbox

All plans

Team assignment

All plans

AI reply suggestions

Growth and above

Automation rules

Growth and above

Advanced analytics

Scale only

Not sure which plan is right for you? Check the Plans & Pricing section for a full breakdown of what is included at each level.

How the inbox works

When a message comes in from any connected channel, it appears in your shared inbox. From there your team can read it, assign it to a teammate and reply, all without leaving the platform.

Here is a simplified view of how a conversation moves through the system.


If you are integrating the platform via API, here is a basic example of how to send a message programmatically.

javascript

const response = await fetch("https://api.yourplatform.com/v1/messages", {
  method: "POST",
  headers: {
    "Content-Type": "application/json",
    "Authorization": "Bearer YOUR_API_KEY"
  },
  body: JSON.stringify({
    channel: "email",
    to: "customer@example.com",
    message: "Hi, thanks for reaching out. We will get back to you shortly."
  })
});

API access is available on the Growth plan and above. You can find your API key under Settings and then API & Webhooks.

You can set up auto assignment rules so incoming messages get routed to the right person automatically. This is available on the Growth plan and above.

Setting up for the first time

1

Create your account

Sign up and verify your email. Your workspace is created automatically once your email is confirmed. Read the full guide: Creating your account

2

Connect your first channel

Go to Settings and connect at least one channel. Email is the easiest place to start. Read the full guide: Connecting your first channel

3

Invite your team

Add your teammates by email and assign each one a role before sending the invite. Read the full guide: Inviting team members

4

Send your first reply

Once a message lands in your inbox, assign it and reply. Read the full guide: How the inbox works

If you skip the channel setup step, your inbox will remain empty. Make sure at least one channel is connected before inviting your team.

A quick look at the interface


The interface is split into three areas. On the left you have your channel and filter navigation. In the center you see all incoming conversations. On the right you have the full conversation thread and the reply editor.

Plan overview


Starter

Growth

Scale

Team members

3

15

Unlimited

Channels

2

10

Unlimited

AI suggestions

No

Yes

Yes

Analytics

Basic

Full

Custom

Support

Email

Priority

Dedicated

All plans come with a 14 day free trial on Growth so you can explore the full feature set before committing.

This is a shared inbox built for small and medium teams that handle customer conversations daily. Support, sales and operations teams use it to bring every channel into one place, work together without losing context, and reply faster without dropping the ball.

What can you do with it?

Connect your channels, invite your teammates, assign conversations and start replying. More advanced features unlock depending on your plan.

Feature

Available on

Unified shared inbox

All plans

Team assignment

All plans

AI reply suggestions

Growth and above

Automation rules

Growth and above

Advanced analytics

Scale only

Not sure which plan is right for you? Check the Plans & Pricing section for a full breakdown of what is included at each level.

How the inbox works

When a message comes in from any connected channel, it appears in your shared inbox. From there your team can read it, assign it to a teammate and reply, all without leaving the platform.

Here is a simplified view of how a conversation moves through the system.


If you are integrating the platform via API, here is a basic example of how to send a message programmatically.

javascript

const response = await fetch("https://api.yourplatform.com/v1/messages", {
  method: "POST",
  headers: {
    "Content-Type": "application/json",
    "Authorization": "Bearer YOUR_API_KEY"
  },
  body: JSON.stringify({
    channel: "email",
    to: "customer@example.com",
    message: "Hi, thanks for reaching out. We will get back to you shortly."
  })
});

API access is available on the Growth plan and above. You can find your API key under Settings and then API & Webhooks.

You can set up auto assignment rules so incoming messages get routed to the right person automatically. This is available on the Growth plan and above.

Setting up for the first time

1

Create your account

Sign up and verify your email. Your workspace is created automatically once your email is confirmed. Read the full guide: Creating your account

2

Connect your first channel

Go to Settings and connect at least one channel. Email is the easiest place to start. Read the full guide: Connecting your first channel

3

Invite your team

Add your teammates by email and assign each one a role before sending the invite. Read the full guide: Inviting team members

4

Send your first reply

Once a message lands in your inbox, assign it and reply. Read the full guide: How the inbox works

If you skip the channel setup step, your inbox will remain empty. Make sure at least one channel is connected before inviting your team.

A quick look at the interface


The interface is split into three areas. On the left you have your channel and filter navigation. In the center you see all incoming conversations. On the right you have the full conversation thread and the reply editor.

Plan overview


Starter

Growth

Scale

Team members

3

15

Unlimited

Channels

2

10

Unlimited

AI suggestions

No

Yes

Yes

Analytics

Basic

Full

Custom

Support

Email

Priority

Dedicated

All plans come with a 14 day free trial on Growth so you can explore the full feature set before committing.

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