Introduction to Inbox
Learn how to get started with Bird's unified inbox for customer support. In this guide you'll learn:
How to manage all your customer conversations in one interface
Setting up channels from the channel library
Adding and configuring inbox agents with roles
Managing agent availability and preferences
Organizing your team by location or function
How to respond to customers in Inbox
Learn how to effectively communicate with customers using Bird Inbox. In this guide, you'll learn how to:
Reply to customer messages using manual responses, templates, and AI-powered phrasing
Close conversations and summarize interactions for future reference
Handle follow-up questions and track past conversations
Assign inquiries to the right teams with relevant tags
Snooze inactive conversations to stay organized
Use AI to refine, rephrase, and tailor responses
Summarize and transfer conversations efficiently
Setting up sender profiles in Inbox
Learn how to set up and manage sender profiles in Bird inbox for your customer communications. Follow along as we show you how to create new profiles, configure channel settings, and start sending messages from your customized sender details.
Creating new views in Inbox
Learn how to organize your inbox with custom views. In this guide you'll learn:
How to create private views for personal use
Customizing columns and filters
Setting up shared views for team collaboration
How to engage via messaging, voice and voice
With Inbox agents can connect with customers through multiple communication channels: email, messaging, voice calls, and social media—all from a single interface.