Settings and troubleshooting

Configure inbox settings and notifications

Review inbox members and alert preferences so the right teammate sees new conversations.

Published · Updated

Inbox and notification settings help your team notice new messages without unnecessary alerts.

Before you start

Editing inbox members may require management access; notification preferences may be personal to each teammate.

Steps

  1. 1

    Open the inbox

    Go to Settings, then Inboxes, and choose the inbox.

  2. 2

    Review ownership

    Check the members and available assignment configuration for that inbox.

  3. 3

    Set alerts

    Review notification preferences in your account, browser, or device as applicable.

  4. 4

    Test a message

    Send a test message and confirm the conversation and expected alert reach the right teammate.

Check the result

The message reaches the right inbox and the responsible teammate can see it and receive the expected alert.