Manage Customer Details in ChatSyncs Shared Inbox

Learn how to organize contacts and manage customer details from the right sidebar in ChatSyncs Shared Inbox. Open a conversation to use Quick Actions, assign labels and team members, trigger a message sequence, and update custom fields. You will also learn where to check the messaging window, review the Customer Snapshot, view labels, lists and active sequences under Automation & Flow, and find saved customer fields, follow-up history and notes. In this lesson: - Resume bot replies or pause AI replies for an individual contact. - Create a follow-up, add notes, or open Send Flow. - Organize contacts with labels and assign conversations to team members. - Trigger a sequence and save customer information in custom fields. - Review customer details and conversation context without leaving the Shared Inbox. Video chapters 0:00 Introduction 0:16 Open Shared Inbox and explore Quick Actions 0:28 Resume Bot and Pause AI 0:54 Scheduled activity, notes and follow-ups 1:32 Send Flow 1:54 Assign labels 2:12 Assign a team member 3:00 Trigger a message sequence 3:23 Update a custom field 3:40 Check the messaging window 3:58 Review the Customer Snapshot 4:26 Automation & Flow 4:59 View saved custom fields 5:30 Follow-up history and notes 5:58 AI Assistant reference and recap Note: Pause AI controls AI replies. Follow-up reminders and automated message sequences are separate features; a sequence follows its configured timing.