Knowledge base
Unified Inbox & Messaging
13 how-to guides for unified inbox & messaging in SM2.IO — including unified team inbox, claim, assign & transfer conversations, start a new conversation, inbox list signals & smart sorting.
See the Unified inbox feature →Unified Inbox & MessagingUnified team inboxOne shared inbox where every text, web chat, email, and call with a customer lands as a single conversation, so the…Unified Inbox & MessagingClaim, assign & transfer conversationsMake it clear who owns a conversation by assigning it to a teammate, claiming it for yourself, or handing it…Unified Inbox & MessagingStart a new conversationKick off an outbound conversation with a customer from…Unified Inbox & MessagingInbox list signals & smart sortingAt-a-glance cues and ordering that keep the busiest inbox…Unified Inbox & MessagingFlag for follow-upA per-conversation follow-up flag so nothing…Unified Inbox & MessagingTemplates & quick repliesReusable canned messages your team can drop into any…Unified Inbox & MessagingMerge variables & spintaxPersonalization tokens (contact name, business info, and dynamic values) and "spintax" that rotates wording so bulk…Unified Inbox & MessagingPhotos & files (MMS)Send and receive images and files in text…Unified Inbox & MessagingReusable media libraryA per-business library of saved images, short video, and PDFs you upload once and re-attach to any text or email — no…Unified Inbox & MessagingEmail attachmentsAttach files to the emails you send from the inbox and the Webmail compose/reply…Unified Inbox & MessagingReal-time updatesNew messages appear without a manual…Unified Inbox & MessagingAppointments & remindersSchedule customer appointments and auto-send SMS…Unified Inbox & MessagingBlock / mark spamOne-click blocking of an abusive or spam sender, fully…
Other topics
SMS / TextChannels — Webchat, Facebook, Instagram, Email, Lead FormsPhone, Voice & SoftphoneFaxReviews & ReputationSurveys & Feedback (NPS/CSAT)Contacts, CRM, Tags & SegmentsSales Pipeline, Tasks & Custom FieldsCampaigns, Blasts & Drip AutomationAI Assistant & Knowledge BasePayments, Invoices & EstimatesAnalytics & ReportingTeam, Staff Directory & Roles/RBACNotifications & Internal MessagingConversation Folders, Archive & Follow-upBulk Import / ExportBilling, Tiers & ModulesMulti-location / OrganizationsOnboarding & SignupIntegrations & APIWebsite Widget & Form WidgetCompliance, Consent & GuardrailsBranding & White-label
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