Skip to main content

Inbox Features

The inbox has several features that help with organization.

M
Written by Maggie Nunn
Updated over 2 months ago

Inbox Features

In the inbox users can search, filter, and take actions to update conversations and contacts to help you stay organized.

Search and Filter

Use the search and filter options to show a subset of conversations.

The Unread filter displays all unread text messages.

The Archived filter displays those archived (to keep your Inbox organized!)

The Important filter displays only important conversations.

Conversation Actions

There are many actions a user can take to get the most out of the Emissary Inbox:

1. Mark a conversation Important

2. Tag a conversation

3. Archive a conversation

4. Mark a conversation as Unread

5. Download a transcript

These can be accessed through the "Options" ellipse on every conversation in the List pane:

...or in the banner at the top of the Conversation pane

1. Marking a conversation Important ("Starring"):

To mark a conversation as Important: Select the star icon in the conversation banner:

The star will show in the conversation banner and also in the Inbox conversation list:

2. Use a Tag

Tags allow users to organize their conversations by labeling them. To add a tag, select the tag icon under the contact name.

Then, add any tag to the contact by pressing the enter key. You can add as many tags as you’d like.

Please note that you need to press Enter on your keyboard after typing the tag; otherwise, the tag won't correctly save.

Tags are for internal reference only. You can include items about the position the contact is applying for, how the contact was sourced, or anything else you may find helpful.

Select Save to save your tags. Clicking on a tag within the inbox will run a search for all conversations labeled with that tag. Tags can be removed from within the conversation itself or the List pane.

3. Archive a conversation

Archiving makes it easy for users to focus on the current set of conversation they need to manage. Selecting the archive icon will bring up this message:

4. Mark a conversation as Unread

To mark a conversation as Unread, select the radio button next to left of the conversation in the Inbox list:

5. Download a transcript

Downloading a transcript makes a conversation available in a PDF file. Once the file has downloaded the following message will appear:

The file includes the following content:

  • To: [Recipient Name | Number ]

  • From: [Emissary Account Name | Number ]

  • User: [email address]

  • Dates: range for all messages

  • Tags

  • The full set of all date and time stamped message content

Contact actions

From the Inbox, users can also

  • Edit a contact

  • Unsubscribe a contact

Did this answer your question?