The Live Inbox in Chablyy is your central hub for managing all customer conversations in one place. You can reply, assign, add notes, and even convert chats into leads — all without leaving the dashboard.
🚀 Quick Steps
- Open the Live Inbox from your dashboard.
- Browse through conversations to view active and closed chats.
- Select a chat and reply directly using text, emojis, or attachments.
- Ask for AI Suggestions to help craft replies — edit or send them directly.
- Change status or Assign back to AI once a chat is complete.
- Create a lead from a conversation to track potential customers.
- Assign chats to other human agents for collaboration.
- Use Notes & Tags to organize and categorize conversations.
📋 Detailed Steps
- Log into your Chablyy dashboard and open Live Inbox.
- Click a conversation to view all messages and customer details.
- Reply using text, emojis, or file attachments for a personal touch.
- Use the sidebar to:
- Change conversation status (Handle, Assign to AI, etc.)
- Create lead to capture key customer details
- Assign to other agents for human handling
- Add notes for internal communication
- Apply tags for better organization
- Use AI Suggestions to reply faster — accept or modify them before sending.
💡 Pro Tips
- Always change the chat status to Handle to AI when your part is done.
- Use consistent tags to easily filter and manage conversations later.
- AI Suggestions save time — personalize them slightly for best results.
- Keep internal notes brief and clear to help other agents understand context.
💬 The Inbox is the heart of your Chablyy workflow — stay organized, responsive, and efficient.