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Feature reference — generated from the product

Shared inbox

Last updated 27 September 2026

The shared inbox

Team mailboxes that gather email, website chat and Instagram, Facebook, X and WhatsApp conversations into a single queue, each one already linked to the contact, company and deal it belongs to.

What you get

  • Every channel, one queue — Email sits alongside website chat and social DMs in the same list, filterable by channel — so nothing is missed because it arrived somewhere nobody was watching.
  • Context without switching — Each conversation shows the linked contact, company and deal beside it — and when it doesn't recognise someone, it suggests the matching record and tells you why, or offers to create one.
  • Organised the way mail actually works — Colour-coded labels grouped into folders, saved views, search across every message, star, archive and snooze — a conversation can carry several labels at once, so filing it never means losing it from somewhere else.
  • Talk to your team without emailing the customer — Internal notes sit in the thread, visibly different from replies, and @mentioning a teammate notifies them. Nothing internal can reach the customer.
  • Access you can actually control — Mailboxes are the unit of sharing: put the right people on the right mailbox and routing rules do the distribution, rather than everyone seeing everything.

Capabilities at a glance

  • Shared mailboxes with per-member access control
  • Channels: email, website chat, Instagram, Facebook, X and WhatsApp
  • Colour-coded labels, grouped into folders
  • Saved views and full-text search across messages and notes
  • Internal team notes with @mentions and notifications
  • Star, archive, snooze and a waiting-on-us response timer
  • Bulk actions and Gmail-style keyboard shortcuts
  • Conversation assignment and routing rules
  • Email conversations threaded onto the record's activity timeline
  • Suggested CRM record matches, with link-or-create in one click
  • Inline rich reply composer with signatures, templates and attachments
  • Convert any conversation into a support ticket