Inbox

the inbox settings module in sanoflow centralizes message management by offering tools for categorization, automation, and customization these settings allow businesses to streamline conversations across multiple channels, ensuring quick and efficient customer interactions getting here admins , managers , and other authorized users can control different settings in the inbox settings to access the inbox settings, follow these steps log in to your sanoflow dashboard from the left hand menu, select settings under platform , choose inbox key features conversation categories purpose group conversations for better organization options enable or disable categories mark categories as required or optional example categories appointment confirmations, business enquiries, jobs, suppliers automation features auto remove labels automatically remove assigned labels after a specified time (in hours) auto close conversations set conversations to close after a defined time period (e g , 24 hours) unread & assigned conversation email alert notify users of pending conversations at intervals such as 15 minutes, 30 minutes, 1 hour, etc saved replies purpose create reusable responses for frequently asked questions example replies clinic timings insurance details post appointment follow ups labels purpose add visual indicators to conversations for easy identification customization choose label names and colors to suit your needs tags purpose add specific metadata to categorize conversations beyond labels example tags service #1, old patient, laser treatment practical use cases customer support efficiency auto close resolved inquiries after 24 hours to maintain inbox cleanliness internal coordination use labels like "vip customer" or "supplier" to prioritize important conversations follow up automation create saved replies for appointment confirmations or post visit reviews to save time email alerts for slas set unread conversation alerts to ensure team members don’t miss critical queries tag management for reporting use tags like "ortho" or "botox" for advanced filtering and reporting best practices define clear categories and labels ensure your team agrees on consistent usage to avoid confusion regularly update saved replies tailor responses to common customer questions and update as business priorities evolve use automation wisely leverage auto close and auto remove functions to declutter without losing key data monitor sla alerts use alerts for accountability and ensure all messages are addressed within a reasonable timeframe combine labels and tags labels can be used for internal organization, while tags can support external reporting and campaigns faqs can i create categories for different departments? yes, you can set up categories for departments like sales, support, or billing, ensuring all conversations are routed effectively what happens if auto close is set to 0 hours? conversations will remain open indefinitely unless closed manually can tags and labels be used interchangeably? no, tags are for metadata and reporting, while labels provide a visual indication for quick identification how many saved replies can i create? there’s no limit you can create as many saved replies as needed to support your workflows are conversation categories visible to customers? no, categories are for internal organization and management purposes can i assign multiple labels to a single conversation? yes, you can apply multiple labels to a conversation to reflect various attributes like urgency, department, or issue type is it possible to filter conversations by tag or label? yes, you can filter your inbox by tags or labels to quickly locate and manage specific conversation types can saved replies include images or links? yes, saved replies can include text, images, and hyperlinks to provide comprehensive responses will automation settings affect historical conversations? no, auto close and auto remove settings apply only to new or ongoing conversations from the time the rule is activated can i restrict access to edit tags, labels, or saved replies? yes, only users with the appropriate role permissions (e g , admin or manager) can create or edit tags, labels, and saved replies