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EARLY ACCESS
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This guide provides comprehensive documentation for agents using Inbox to manage customer interactions across multiple channels. Whether you are responding to messages, handling calls, or tracking conversation history, this guide covers everything you need to work efficiently.
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## Get started

🚀 Get started

Set up your workspace, configure notifications, enable dark mode, and learn the basics of managing your agent status.

🏢 Workspace overview

Understand My Work and All Work panels, sorting and filtering options, views, and how to organize your conversations.

## Core tasks

💬 Manage conversations

Create, assign, merge, and manage conversation attributes like priority, status, tags, and queue assignment.

📨 Communicate with customers

Send messages, share rich media, make calls, use templates, and switch between channels during conversations.

🔍 Search and filters

Find conversations using global search, advanced filters, keyboard shortcuts, and fuzzy search capabilities.
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## Productivity and context

⚡ Productivity tools

Use AI assistant, macros, templates, notes, Knowledge Base, and other tools to work faster and more efficiently.

👤 Customer context

View customer data, conversation history, link customer profiles, and access detailed customer information.

📖 Quick reference

Quick lookup for agent statuses, conversation statuses, keyboard shortcuts, file limits, and glossary.
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