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Connected conversations in one team inbox

Bring connected email, SMS, chat and calls into your team Inbox. Check the client and appointment while replying, then make it clear who handles the next message.

Shared Inbox requires Starter or Growth. Connected providers and message or phone usage may incur separate charges.

Shared Inbox

Cosmetic Clinic · Starter & Growth

Appointment time · Thursday 22 October

Sophie Clarke · Client

Hello, can you confirm my appointment time on Thursday 22 October? I have 14:30 in my diary.

Dr Priya Patel · Team

Hi Sophie, I’ll see you at 14:30 on Thursday 22 October at Cosmetic Clinic. We’ve scheduled 45 minutes for Dermal Filler (Lips 1ml).

Client context

Thu 22 October 2026, 14:30 · Dermal Filler (Lips 1ml)

Questionnaire received · requests email reminders

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Give every reply the right context

See conversations, client context and the next colleague’s action together.

Connected conversations

Read connected email, SMS, chat and call activity together. Find earlier messages, calls and callback details before you reply.

Find the conversation in one place

In Managed: Shared inbox

Client details while replying

Open the relevant client and appointment alongside the conversation. Team permissions control which details each colleague can access.

Answer with the right information

In Managed: Client and booking records

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Conversation ownership

Assign the conversation to the colleague handling the next reply. Keep relevant notes ready so another person can take over.

Keep the next reply clear

In Managed: Assigned conversations

Conversation activity

Review channel activity and response history. See which conversations need attention and where your team needs help.

See where your team needs attention

In Managed: Inbox activity

Connect, reply and hand over

1

Connect your accounts

Connect your email, SMS, chat and phone services. Set team permissions so the right colleagues can read and reply.

2

Reply with the details ready

Read the conversation and check the relevant client or booking details. Find earlier messages before answering the question.

3

Assign the next reply

Choose who handles the next reply. Leave the conversation and relevant notes ready for that colleague.

Questions about your team inbox

Give your team one place to answer clients

Bring connected channels and client context into one place for the team to reply.

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