Manage Customer Conversations with ChatSyncs Shared Inbox

Learn how to use the ChatSyncs Shared Inbox to manage customer conversations. This walkthrough introduces the conversation list, chat window and Chat Actions panel, then shows the tools you can use while replying to customers and sharing context with your team. What you will learn: - Find conversations by customer name or number, apply filters, and search messages within an open chat. - Set a follow-up reminder with a required reason and an optional note. Reminders do not send messages automatically. - Adjust the layout, view customer information, and save internal notes that are visible to your team. - Translate incoming messages and draft replies, and improve existing drafts with Rewrite with AI. - Use AI Assistant to analyze conversation context and prepare Help Me Reply drafts for review before sending. - Locate customer management tools and additional chat actions. Agent assignment, labels, lists, sequences and custom fields are introduced here; detailed setup is covered separately. Chapters 0:00 Introduction 0:12 Shared Inbox layout 0:32 Conversation list, search and filters 1:45 Search within a conversation 2:22 Set a follow-up reminder 3:17 Adjust the layout and view customer information 4:17 Replies and internal notes 5:06 Translate incoming messages and replies 6:12 Rewrite with AI 6:58 AI Assistant and conversation analysis 8:31 Draft responses with Help Me Reply 9:39 Customer management tools 10:09 More chat actions 10:57 Recap