Inbox Overview

The Inbox is your central hub for managing all customer conversations. View messages from chatbots, live chats, and form submissions in one place.

How to get there: Go to Team inbox in the left menu.

Accessing the Inbox

Click Team inbox in the left menu to view all conversations.

The inbox: your conversations on the left, the selected conversation and the customer's details beside it

Message Types

Your inbox collects messages from multiple sources:

  • AI Chatbot conversations - Automated chats with customers
  • Live chat sessions - Conversations handled by agents
  • Form submissions - Contact forms, callbacks, feedback
  • Escalated chats - AI conversations transferred to humans

Inbox Features

List order

Active live chats stay at the top. Waiting live chats come before claimed live chats, with the oldest waiting request first.

Conversations are listed by the customer's latest message, newest at the top. Your own replies, internal notes and status changes do not move a conversation, so the list keeps its place while you work through it. A conversation only moves up when the customer writes again.

Outside live chat, the date beside a conversation shows the latest customer message. If the customer has not sent a message yet, it shows when the conversation started. The start date is still available in the conversation details.

Filtering

Filter messages by:

  • Status - Open, Waiting, Resolved

  • Assignee - Me, unassigned, specific team member

  • Domain - Which website the message came from

  • Widget - Which widget/button generated the message

  • Channel - Email, WhatsApp, chat, etc.

  • User/Client - Filter by subaccount (if applicable)

Pick a name under Team in the left sidebar to see only that person's
conversations. The name appears as a chip above the list, and Clear puts
everything back.

Filtering the inbox down to one team member

Searching

Search across all conversations by:

  • Customer name or email
  • Message content
  • Keywords

Assignment

Assign conversations to team members:

  1. Open a conversation
  2. Click Assign
  3. Select a team member
  4. They'll be notified

Conversation Details

Click any conversation to view:

  • Full transcript - All messages exchanged
  • Customer info - Name, email, phone (if collected)
  • Source - Which chatbot or form
  • Timeline - When messages were sent
  • Status - Current state of the conversation

How Conversations Arrive in the Inbox

AI Chatbot Conversations

Your AI agent handles the conversation until it finishes or hands it over to your team. Website AI chats can finish after 20 minutes of inactivity. Email and other supported message channels use the business's longer inactivity setting. A pending approval or running workflow keeps the AI conversation open.

After a conversation finishes, Boei can create a summary, identify topics and send transcripts or notifications according to your settings. Finishing the AI conversation does not automatically create an open lead for every chat.

Your notification rules can keep a completed AI conversation open for follow-up. A completed email fallback form also keeps the request available for your team. Conversations handed over to a person remain human work until your team resolves them. Background analysis does not automatically reopen a conversation that your team has resolved.

Read When a conversation is finished for the full rules. To choose which conversations need follow-up, see Notification rules.

Live Chat and Escalated Conversations

Live chat sessions and escalated AI conversations appear in the inbox immediately when they start, so agents can respond in real time.

Form Submissions

Contact forms, callback requests, and feedback submissions appear as new open conversations as soon as they are submitted.

Managing Status

Status Types

  • Open - Needs attention
  • Waiting - Parked until you can continue. You may be waiting for the customer, a teammate or your own follow-up.
  • Resolved - Completed

Each one has its own entry in the left sidebar, so you can work through them one
bucket at a time.

Use optional tags such as Customer reply, Internal, Supplier or Own follow-up to group Waiting conversations. Select Waiting, then a tag in the sidebar. No date is required. Use Snooze when you want the conversation to return at a chosen time.

Existing Pending conversations are now shown in Waiting. A new customer reply brings a Waiting or Resolved conversation back to Open.

Changing Status

  1. Open the conversation
  2. Click Resolve in the toolbar, or use the status dropdown to pick a different status

Actions

Reply

Continue the conversation:

  1. Open the conversation
  2. Type your message
  3. Click Send

You have 20 seconds to click Undo before the message goes out. Closing the conversation or switching to another one sends it right away.

If a reply cannot be delivered, the conversation comes back as open, shows a red not sent label in the list, and the message shows Failed to send with a Retry button.

Snooze

Hide a conversation until you want to see it again:

  1. Open the conversation
  2. Click the ⋯ menu in the conversation toolbar
  3. Click Snooze
  4. Pick one of the quick options, or set your own date and time

The conversation disappears from your Inbox and comes back on its own when the
time is up. You can find it in the meantime under Snoozed in the left
sidebar.

Picking when a conversation should come back

Export

Export your conversations to a spreadsheet:

  1. Click the ⋯ menu at the top right of the inbox
  2. Click Export

You get an Excel file. It contains the conversations that match whatever you are
looking at right now, so narrow the list first if you only want part of it.

AI-Generated Replies

Get help drafting responses. See AI Reply Suggestions for details.

File Attachments

Visitors can upload files from the chat widget (screenshots, PDFs, spreadsheets). They appear as downloadable chips underneath the visitor's message in the thread. See Visitor File Attachments for supported formats and limits.

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