Docs

Inbox settings

Inbox settings are for every location's Inbox. They're for business admins: open them with the gear beside New message, or Inbox settings in the sidebar's Settings menu.

Closing conversations by themselves

Close conversations waiting on the customer closes a conversation in Waiting once nobody has written for the number of days in Close them after: 14 to begin with, and anything from 1 to 365. It's on to begin with.

  • Conversations that need your reply are never closed.
  • A reply from the customer opens one again.
  • The conversation says it was closed automatically, and after how long.

Files from customers

Turn on Let customers attach files and customers can send a file with a message from their account, such as a photo of their ID. It's off to begin with. Then choose:

Where files are kept
With the conversation, or Secure Documents, on their record, which keeps each file encrypted on the customer's record and takes PDFs, JPGs and PNGs. Secure Documents is an app: see Apps.
Files per conversation
How many a customer can send in one conversation, from 1 to 50; 5 to begin with. A file your team deletes doesn't count.
Largest file
From 1 to 25 MB; 10 to begin with.
Kinds of file
Images, PDFs and Word documents.
Inbox settings: Close conversations waiting on the customer, on, after 14 days, and Let customers attach files, on, kept with the conversation, 5 files per conversation, 10 MB at most, images and PDFs.
Inbox settings

Files customers send aren't scanned for viruses. Your team is warned before downloading one.

Click Save changes when you're done.