Need to send a quick email? Start any new conversation directly from Inbox, as well as by sending an email to a customer or team member.
This article contains the following topics:
Starting a public conversation
Public conversations can be viewed by anyone with access to the Inbox it is in.
To start a public conversation in Inbox
- Click the New conversation icon (
) to open the New conversation screen. - Fill in the following information:
- To: Enter the name or email of the customer, team, or team member that's the recipient for the conversation. Recipients that have interacted with your account will auto-fill.
- From: Use the dropdown menu to select the inbox email address you want to use as the sender.
- Subject: Enter a brief, descriptive subject line.
- Enter your email message. For formatting options, see Formatting replies.
- Click Send to send the message and open the conversation, or Mark as Done and Send to send the message and immediately archiving the conversation - the conversation will re-open when a reply is received.
Starting an internal conversation
Sometimes you need to create a new conversation with your team. Maybe you received a call and you want a team member to follow up with an email. Or perhaps you just have some news you want to share with your crew. In these situations, you'll want to start an internal conversation.
To start an internal conversation
- Click the New conversation icon () to open the New conversation screen.
- Enter the email address for the team or team member receiving the message.
- Continue entering the information as described above, then click Send. The message will be delivered to that inbox directly from you for your team to read and reply to just like any other conversation.
You can also add internal-only replies to public conversations. For information, see Replying to conversations.