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Set up the conversations inbox

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data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div id="kb-alert" class="alert transparent"> </div> <script nonce="NUf2I6wKbN9/0MvwFxCHsw=="> let userLang = "en"; // console.log(`user lang: ${userLang}`); const injectContent = (results) => { let promoBar = document.querySelector('#kb-alert'); results.forEach(result => { // console.log(result); if (result.message.length) { if (document.querySelector('#kb-alert.transparent')) { document.querySelector('#kb-alert.transparent').classList.remove('transparent'); } let messageWrapper = document.createElement('div'); messageWrapper.classList.add('hs-page-width-normal'); let message = document.createElement('p'); message.classList.add("banner-message-text"); message.innerHTML = result.message.trim(); promoBar.appendChild(messageWrapper); messageWrapper.appendChild(message) if (result.ctaLink.length && result.ctaText.length) { let ctaWrapper = document.createElement('div'); let cta = document.createElement('a'); ctaWrapper.classList.add('banner-cta-link'); // cta.classList.add('cta'); // cta.classList.add('cta--medium'); // cta.classList.add('cta--primary-dark'); cta.classList.add('banner-cta-link'); cta.setAttribute('href',result.ctaLink.trim()); cta.innerHTML = result.ctaText.trim(); // ctaWrapper.appendChild(cta); message.appendChild(cta); } } else { // console.log("no message...returning"); return; } }) } const processBanner = (results) => { // console.log(results); if (sessionStorage.getItem("HSSupportAnnouncements")) { // console.log('processBanner() announcements found'); let data = JSON.parse(sessionStorage.getItem('HSSupportAnnouncements')); if (data.lang === userLang) { // console.log('pB() lang match'); data.messages = results; sessionStorage.setItem("HSSupportAnnouncements", JSON.stringify(data)); return; } else { // console.log('pB() no lang match'); injectContent(results); data.lang = userLang; data.messages = results; sessionStorage.setItem("HSSupportAnnouncements", JSON.stringify(data)); } } else { // console.log('pB() injecting'); injectContent(results); // console.log(JSON.stringify(results)); messageData = { lang: userLang, messages: results } sessionStorage.setItem("HSSupportAnnouncements", JSON.stringify(messageData)); } } // console.log(userLang); if (sessionStorage.getItem('HSSupportAnnouncements')) { // console.log('announcements found'); let data = JSON.parse(sessionStorage.getItem('HSSupportAnnouncements')); // console.log(typeof data, data); if (userLang === data.lang) { // console.log('lang match'); injectContent(data.messages); } else { // console.log('no lang match'); } } </script> <script src="https://script.google.com/macros/s/AKfycbySpmgzEjP1bEnrLD5xM_fdMOxDn47Kt9buJO9HtQER7pZmhu0/exec?lang=en&amp;type=kb&amp;callback=processBanner" async nonce="NUf2I6wKbN9/0MvwFxCHsw=="> </script></div> <div id="kb-main-content" name="kb-main-content"></div> <!-- End partial --></div> <main class="kb-blog-post-body template-centered template-padding"> <div class="body-container--blog-post"> <div id="hs_cos_wrapper_Primary_topic_field" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"></div> <div id="hs_cos_wrapper_module_15971907006672" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <section class="breadcrumb-lang-picker"> <div class="breadcrumb-container"> <nav class="kb-breadcrumbs"> <a class="kb-link uiLinkWithoutUnderline uiLinkDark kb-breadcrumbs__item" id="bc-core" href="/"> <span>Knowledge Base</span> </a> <span class="ss-icon-font kb-icon kb-icon__low kb-breadcrumbs__arrow" aria-hidden="true">right</span> <a class="kb-link uiLinkWithoutUnderline uiLinkDark kb-breadcrumbs__item" id="bc-category" href="/messaging"> <span>Messaging</span> </a> <span class="ss-icon-font kb-icon kb-icon__low kb-breadcrumbs__arrow" aria-hidden="true">right</span> <a class="kb-link uiLinkWithoutUnderline uiLinkDark kb-breadcrumbs__item" id="bc-topic" href="/messaging/topics#inbox"> <span>Inbox</span> </a> <span class="ss-icon-font kb-icon kb-icon__low kb-breadcrumbs__arrow final-breadcrumb-arrow" aria-hidden="true">right</span> <span class="kb-breadcrumbs__item" id="bc-page"> <span>Set up the conversations inbox</span> </span> </nav> </div> </section></div> <div id="hs_cos_wrapper_L10N_Disclaimer" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> </div> <div class="flex-row" itemscope itemtype="http://schema.org/TechArticle"> <div class="body-container"> <span style="display: none;" itemscope itemprop="publisher" itemtype="http://schema.org/Organization"> <span itemprop="logo" itemscope itemtype="http://schema.org/ImageObject"> <meta content="http://knowledge.hubspot.com/hubfs/assets/hubspot.com/home/2015/Academy.png" itemprop="url"> <meta itemprop="width" content="296"> <meta itemprop="height" content="296"> </span> <meta content="HubSpot Support" itemprop="name"> </span> <meta content="May 3, 2019" itemprop="datePublished"> <meta content="Support" itemprop="author"> <meta content="https://knowledge.hubspot.com/inbox/set-up-the-conversations-inbox" itemprop="mainEntityOfPage"> <article> <div class="blog-section"> <div class="blog-post-wrapper cell-wrapper"> <div class="blog-section"> <div class="blog-post-wrapper cell-wrapper"> <div class="section post-header"> <h1 itemprop="name headline"><span id="hs_cos_wrapper_name" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="text">Set up the conversations inbox</span></h1> <p class="last-updated">Last updated: <span itemprop="dateModified"> <!-- %B Month as locale’s full name, %e day of the month, %Y year --> September 20, 2024 </span></p> </div> <div id="hs_cos_wrapper_module_16518346644602" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> </div> <div id="hs_cos_wrapper_Article_product_key" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <!-- Enables each SKU type, when applicable --> <!-- Show the product key? --> <!-- Show the main SKU table? --> <div class="article-key-wrapper"> <div class="article-key-header"> <h4>Available with any of the following <a href="https://knowledge.hubspot.com/billing/where-can-i-find-my-subscription-and-contacts-or-email-send-limit-information-in-hubspot">subscriptions</a>, except where noted:</h4> </div> <table class="article-key"> <tbody><tr> <td> <img src="https://knowledge.hubspot.com/hubfs/Knowledge_Base_2023/subscription_key_icons/sprocket-web-color.svg" width="24" height="24" class="article-key__hub-icon" role="presentation" loading="lazy" alt=""> <a href="https://www.hubspot.com/products/crm"> <span class="article-key__all-products">All products and plans</span> </a> </td> </tr> </tbody></table> </div> </div> <div class="section post-body" id="post-body" itemprop="articleBody"> <span id="hs_cos_wrapper_post_body" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="rich_text"><p>The conversations inbox is a central location in your HubSpot account where messages from all of your connected channels will appear. You can view ongoing conversations, reply to messages, and create tickets to track customers' issues.</p> Depending on your <a href="https://legal.hubspot.com/hubspot-product-and-services-catalog">HubSpot subscription</a>, you can either edit the default <a href="https://www.hubspot.com/products/crm/conversations?hubs_content=knowledge.hubspot.com%2Finbox%2Fset-up-the-conversations-inbox&amp;hubs_content-cta=conversations%2Finbox" rel="noopener" target="_blank">conversations inbox</a> or create new inboxes. <!--more--> <h2>Set up the default inbox</h2> <p>When you first create a HubSpot account, HubSpot will automatically create a conversations inbox and provision a <a href="#edit-the-fallback-email-address" rel="noopener">fallback email address</a>. You can edit the fallback email address, or <a href="/inbox/connect-channels-to-the-conversations-inbox" rel="noopener" target="_blank">connect additional channels</a> to start receiving messages in the inbox. You can also edit which users and teams have access to the conversations inbox.</p> <ul> <li aria-level="1">In your HubSpot account, click the <span class="ss-icon-font">settings</span> <strong>settings icon</strong> in the top navigation bar.</li> <li aria-level="1">In the left sidebar menu, navigate to <strong>Inbox </strong>&gt; <strong>Inboxes</strong>.</li> <li aria-level="1">To rename the inbox:</li> <ul> <li aria-level="2">Next to the <em>Current view </em>dropdown menu, click the <strong>Actions </strong>dropdown menu and select <strong>Rename inbox</strong>.</li> <li aria-level="2">In the dialog box, enter a <strong>name</strong> for the inbox and click <strong>Rename</strong>.</li> </ul> <li aria-level="1">To connect a channel to start receiving messages in the inbox, click <strong>Connect a channel</strong>, then select a <strong>channel</strong>. Learn more about <a href="https://knowledge.hubspot.com/inbox/connect-channels-to-the-conversations-inbox">connecting channels to the inbox</a>.</li> </ul> <ul> <li aria-level="1">To connect a Slack account to the inbox, in the <em>Slack Integration </em>section, click <strong>Connect Slack</strong>. Learn more about <a href="/integrations/how-do-i-use-the-slack-integration" rel="noopener" target="_blank">setting up the Slack integration</a>.</li> </ul> <a id="manage-access" data-hs-anchor="true"></a> <ul> <li aria-level="1">To manage which users and teams can access the inbox, click the <strong>Access </strong>tab and select an option: <ul> <li style="list-style-type: none;"> <ul> <li aria-level="2"><strong>Available to everyone: </strong>every HubSpot user in the account can access the inbox.</li> <li aria-level="2"><strong>Select users and teams who can edit: </strong>only selected users or teams can access this inbox.</li> </ul> </li> <li aria-level="1">Click <strong>Save</strong>.</li> </ul> </li> </ul> <img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversation-inbox-access-settings.png?width=424&amp;name=conversation-inbox-access-settings.png" alt="conversation-inbox-access-settings" width="424" loading="lazy" style="width: 424px;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversation-inbox-access-settings.png?width=212&amp;name=conversation-inbox-access-settings.png 212w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversation-inbox-access-settings.png?width=424&amp;name=conversation-inbox-access-settings.png 424w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversation-inbox-access-settings.png?width=636&amp;name=conversation-inbox-access-settings.png 636w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversation-inbox-access-settings.png?width=848&amp;name=conversation-inbox-access-settings.png 848w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversation-inbox-access-settings.png?width=1060&amp;name=conversation-inbox-access-settings.png 1060w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversation-inbox-access-settings.png?width=1272&amp;name=conversation-inbox-access-settings.png 1272w" sizes="(max-width: 424px) 100vw, 424px"> <br> <div class="alert"> <p><strong>Please note:</strong></p> <ul> <li>All inboxes are automatically set to&nbsp;<strong>Available to everyone</strong>. If you wish to limit access further, follow the steps above to <a href="#manage-access" rel="noopener">manage access</a>.</li> <li>If you choose <strong>Specific users and teams</strong>, users with <a href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#admin" rel="noopener" target="_blank"><em>Account access</em> or <em>Super admin</em> permissions</a> can view any conversations inbox in the portal, but cannot take actions in the inbox, such as replying to a thread, unless they are selected as team member in the inbox's <span style="font-style: italic;">Access </span><span style="font-style: normal;">settings</span>.</li> <li>Incoming conversations can only be <a href="https://knowledge.hubspot.com/inbox/set-your-conversations-routing-rules" rel="noopener" target="_blank">automatically assigned</a> to <a href="https://knowledge.hubspot.com/account-management/manage-seats" rel="noopener" target="_blank">users with a paid seat</a>, but free users can still assign and respond to unassigned conversations if they have access to the inbox.</li> </ul> </div> <h2>Edit the fallback email address</h2> <p>A fallback email is an email that HubSpot provisions that allows you to use certain HubSpot tools, such as ticket automation, if you haven't connected a team email address yet. The fallback email is also used if your team email address is suddenly disconnected from the conversations inbox.</p> <p>When setting up the inbox, you have the option to customize the fallback email address to immediately start sending emails. If you don't want to use the fallback email address, learn how to <a href="/inbox/connect-channels-to-the-conversations-inbox" rel="noopener" target="_blank">connect a team email address</a> to start receiving emails in the inbox.</p> <ul> <li aria-level="1">In your HubSpot account, click the <span class="ss-icon-font">settings</span> <strong>settings icon</strong> in the top navigation bar.</li> <li aria-level="1">In the left sidebar menu, navigate to <strong>Inbox </strong>&gt; <strong>Inboxes</strong>.</li> <li aria-level="1">Next to the fallback email, click <strong>Edit</strong>.</li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-configure-fallback-email.png?width=764&amp;name=conversations-configure-fallback-email.png" alt="conversations-configure-fallback-email" width="764" loading="lazy" style="width: 764px;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-configure-fallback-email.png?width=382&amp;name=conversations-configure-fallback-email.png 382w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-configure-fallback-email.png?width=764&amp;name=conversations-configure-fallback-email.png 764w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-configure-fallback-email.png?width=1146&amp;name=conversations-configure-fallback-email.png 1146w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-configure-fallback-email.png?width=1528&amp;name=conversations-configure-fallback-email.png 1528w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-configure-fallback-email.png?width=1910&amp;name=conversations-configure-fallback-email.png 1910w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-configure-fallback-email.png?width=2292&amp;name=conversations-configure-fallback-email.png 2292w" sizes="(max-width: 764px) 100vw, 764px"></p> <ul> <li aria-level="1">To turn on the fallback email address for sending, on the <em>Configuration </em>tab, select the <strong>Use the HubSpot email for sending messages </strong>checkbox.</li> <li aria-level="1">To customize the <em>From name</em> that appears, click the <strong>From name </strong>dropdown menu and select an option.</li> </ul> <p class="alert"><strong>Please note:</strong> you cannot use the same from name for multiple fallback emails. The from name value must be unique to the fallback email address.</p> <ul> <li style="list-style-type: none;"> <ul> <li aria-level="2"><strong>Agent and company name: </strong>the user's name and the company name will appear when the contact receives an email. Enter the <strong>company name</strong> in the text field.</li> <li aria-level="2"><strong>Company name: </strong>select this option to display the company name only. Enter the <strong>company name </strong>in the text field.</li> </ul> </li> </ul> <img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/Developer/fallback-email-from-name.png?width=800&amp;name=fallback-email-from-name.png" alt="fallback-email-from-name" width="800" loading="lazy" style="width: 800px; margin-left: auto; margin-right: auto; display: block;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/Developer/fallback-email-from-name.png?width=400&amp;name=fallback-email-from-name.png 400w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/Developer/fallback-email-from-name.png?width=800&amp;name=fallback-email-from-name.png 800w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/Developer/fallback-email-from-name.png?width=1200&amp;name=fallback-email-from-name.png 1200w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/Developer/fallback-email-from-name.png?width=1600&amp;name=fallback-email-from-name.png 1600w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/Developer/fallback-email-from-name.png?width=2000&amp;name=fallback-email-from-name.png 2000w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/Developer/fallback-email-from-name.png?width=2400&amp;name=fallback-email-from-name.png 2400w" sizes="(max-width: 800px) 100vw, 800px"> <ul> <li aria-level="1">To customize the <em>From address</em>, select the <strong>radio button </strong>next to one of the options. <ul> <li aria-level="2"><strong>Use default: </strong>the default from address for users in a paid account will appear as <em>[username]@[subdomain].hs-inbox.com. </em>The default option for free users will display as <em>[username]@[subdomain].hubspot-inbox.com</em>.</li> <li aria-level="2"><strong>Customize from address: </strong>in the text field, enter the <strong>email address </strong>you want to appear. Click <strong>Verify</strong>&nbsp;<span style="font-weight: bold;">address</span> to confirm that you have <a href="https://knowledge.hubspot.com/marketing-email/verify-the-email-address-used-to-send-marketing-emails">access to that email</a>.</li> </ul> </li> </ul> <img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-customize-from-address-1.png?width=386&amp;name=conversations-customize-from-address-1.png" alt="conversations-customize-from-address-1" width="386" loading="lazy" style="width: 386px;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-customize-from-address-1.png?width=193&amp;name=conversations-customize-from-address-1.png 193w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-customize-from-address-1.png?width=386&amp;name=conversations-customize-from-address-1.png 386w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-customize-from-address-1.png?width=579&amp;name=conversations-customize-from-address-1.png 579w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-customize-from-address-1.png?width=772&amp;name=conversations-customize-from-address-1.png 772w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-customize-from-address-1.png?width=965&amp;name=conversations-customize-from-address-1.png 965w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-customize-from-address-1.png?width=1158&amp;name=conversations-customize-from-address-1.png 1158w" sizes="(max-width: 386px) 100vw, 386px"> <ul> <li aria-level="1">You can configure the fallback email as a forwarding address in your mail client settings so emails sent to that email address are forwarded to the conversations inbox. Click <strong>Copy </strong>next to the <em>Forwarding address </em>field, then add it as a forwarding address in your <a href="https://knowledge.hubspot.com/inbox/connect-a-hosted-email-to-your-conversations-inbox#providers">mail client settings</a>.</li> <li aria-level="1">To include a team email signature: <ul> <li aria-level="2">Click <strong>Add team signature</strong>. This signature only applies to emails sent directly from the conversations inbox. Learn how to set up your <a href="https://knowledge.hubspot.com/account-management/add-an-email-signature-in-the-crm" rel="noopener" target="_blank">email signature for emails sent from CRM records</a>.</li> <li aria-level="2">In the text box, customize your team email signature in the <em>Simple </em>editor, or click <strong>HTML</strong> and edit the signature in HTML. Use the rich text toolbar at the bottom to format the text, insert a link, or insert an image. To insert a personalization token that will populate the sender's name, click the <strong>Insert Token </strong>dropdown menu and select <strong>Full</strong> <strong>name</strong>, <strong>First name</strong>, or <strong>Last name</strong>.</li> </ul> </li> </ul> <div class="alert"> <p><strong>Please note:</strong></p> <ul> <li>Email clients handle custom HTML differently. When adding more styling, there is increased risk of it not rendering when you compose an email. Learn more about HubSpot's best practices for <a href="https://blog.hubspot.com/marketing/html-email#HTLM" rel="noopener" target="_blank">creating an HTML email</a>.</li> <li>If you want to customize the font of your signature, you can use the <em>face</em> attribute in a <em>font</em> tag in the HTML editor but be aware that many fonts are <span style="text-decoration: underline;">not</span>&nbsp;supported across email clients.&nbsp;</li> </ul> </div> <p>&nbsp;</p> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-customize-team-signature.png?width=533&amp;name=conversations-customize-team-signature.png" alt="conversations-customize-team-signature" width="533" loading="lazy" style="width: 533px;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-customize-team-signature.png?width=267&amp;name=conversations-customize-team-signature.png 267w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-customize-team-signature.png?width=533&amp;name=conversations-customize-team-signature.png 533w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-customize-team-signature.png?width=800&amp;name=conversations-customize-team-signature.png 800w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-customize-team-signature.png?width=1066&amp;name=conversations-customize-team-signature.png 1066w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-customize-team-signature.png?width=1333&amp;name=conversations-customize-team-signature.png 1333w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-customize-team-signature.png?width=1599&amp;name=conversations-customize-team-signature.png 1599w" sizes="(max-width: 533px) 100vw, 533px"></p> <ul> <li aria-level="1">On the right, preview how the from name, from email, and email signature will appear in the contact's inbox, then click <strong>Save</strong>.</li> <li aria-level="1">By default, when an email is forwarded to the inbox, the email will log to the original sender's contact record. To turn off this setting so that emails log to the sender who forwarded the email, click to toggle the <strong>Choose original sender of email forwards</strong> switch off.</li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-toggle-email-forwards-switch-off.png?width=955&amp;name=conversations-toggle-email-forwards-switch-off.png" alt="conversations-toggle-email-forwards-switch-off" width="955" loading="lazy" style="width: 955px;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-toggle-email-forwards-switch-off.png?width=478&amp;name=conversations-toggle-email-forwards-switch-off.png 478w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-toggle-email-forwards-switch-off.png?width=955&amp;name=conversations-toggle-email-forwards-switch-off.png 955w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-toggle-email-forwards-switch-off.png?width=1433&amp;name=conversations-toggle-email-forwards-switch-off.png 1433w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-toggle-email-forwards-switch-off.png?width=1910&amp;name=conversations-toggle-email-forwards-switch-off.png 1910w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-toggle-email-forwards-switch-off.png?width=2388&amp;name=conversations-toggle-email-forwards-switch-off.png 2388w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-toggle-email-forwards-switch-off.png?width=2865&amp;name=conversations-toggle-email-forwards-switch-off.png 2865w" sizes="(max-width: 955px) 100vw, 955px"></p> <p class="alert"><strong>Please note:</strong> only the original CC recipients will be shown in the conversation inbox and record timeline. Any recipients added to the CC field when forwarding the email will <span style="text-decoration: underline;">not</span> be displayed.</p> <ul> <li aria-level="1">To configure your assignment rules, click the <strong>Automation </strong>tab.</li> <li style="color: #33475b;" aria-level="1">If you’re <span style="text-decoration: none;">assigned to a <a href="https://knowledge.hubspot.com/account-management/manage-seats" rel="noopener" target="_blank"><strong><em>Sales Hub </em></strong>or <strong><em>Service Hub </em></strong>paid seat</a>,</span> you can <a href="https://knowledge.hubspot.com/inbox/set-your-conversations-routing-rules" rel="noopener" target="_blank"><span style="text-decoration: none;">set routing rules</span></a> to automatically route incoming emails to specific users and teams in your account: <ul> <li style="color: #33475b;" aria-level="2">Click to toggle the <strong>Automatically assign conversations </strong>switch on.</li> <li style="color: #33475b;" aria-level="2">Click the <strong>Assign to </strong>dropdown menu and select a routing option:</li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li style="list-style-type: none;"> <ul> <li style="color: #33475b;" aria-level="3"><strong>Specific users and teams: </strong>assign incoming emails to the users or teams selected. Select the <strong>users</strong> or <strong>teams</strong> from the <em>Specific users and teams</em> dropdown menu.</li> <li style="color: #33475b;" aria-level="3"><strong>Contact owner: </strong>assign incoming emails to a contact's owner. The contact must have an <a href="https://knowledge.hubspot.com/records/how-to-set-a-record-owner" rel="noopener" target="_blank">owner assigned to their record</a> and be tracked with a cookie. If the owner is offline, the submission will be emailed to the visitor's owner.</li> </ul> </li> <li style="color: #33475b;" aria-level="3">By default, incoming conversations will only be assigned to agents that are available. If no agents are available, the email conversation will be unassigned. You can clear the <strong>Assign to available users only</strong> checkbox to turn off assignment based on agent availability.</li> </ul> </li> </ul> <img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/conversations-inbox-channel-assignment-settings-updated.png?width=656&amp;height=589&amp;name=conversations-inbox-channel-assignment-settings-updated.png" width="656" height="589" loading="lazy" alt="conversations-inbox-channel-assignment-settings-updated" style="width: 656px; height: auto; max-width: 100%;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/conversations-inbox-channel-assignment-settings-updated.png?width=328&amp;height=295&amp;name=conversations-inbox-channel-assignment-settings-updated.png 328w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/conversations-inbox-channel-assignment-settings-updated.png?width=656&amp;height=589&amp;name=conversations-inbox-channel-assignment-settings-updated.png 656w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/conversations-inbox-channel-assignment-settings-updated.png?width=984&amp;height=884&amp;name=conversations-inbox-channel-assignment-settings-updated.png 984w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/conversations-inbox-channel-assignment-settings-updated.png?width=1312&amp;height=1178&amp;name=conversations-inbox-channel-assignment-settings-updated.png 1312w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/conversations-inbox-channel-assignment-settings-updated.png?width=1640&amp;height=1473&amp;name=conversations-inbox-channel-assignment-settings-updated.png 1640w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/conversations-inbox-channel-assignment-settings-updated.png?width=1968&amp;height=1767&amp;name=conversations-inbox-channel-assignment-settings-updated.png 1968w" sizes="(max-width: 656px) 100vw, 656px">&nbsp; <br> <p class="alert"><strong>Please note:</strong> incoming messages can only be automatically routed to users with <a href="https://knowledge.hubspot.com/account-management/manage-seats" rel="noopener" target="_blank">assigned <strong><em>Sales Hub</em></strong> or <strong><em>Service Hub</em></strong> paid seats</a>. If the user does not have access to a paid seat, you cannot include them in your automatic assignment rules.</p> <ul> <li aria-level="1">To edit the default ticket properties, including the ticket pipeline and stage:</li> <ul> <li aria-level="2">Click <strong>Edit ticket </strong>next to the <em>Treat incoming conversations as support tickets </em>setting.</li> <li aria-level="2">In the right panel, use the dropdown menus to edit the properties.</li> <li aria-level="2">By default, if you have <a href="https://knowledge.hubspot.com/inbox/set-your-conversations-routing-rules" rel="noopener" target="_blank">set up automatic assignment rules</a> in the inbox, the ticket owner will be the same as the conversation owner. To change the ticket owner, click the <strong>Ticket owner</strong> dropdown menu and select another option.</li> </ul> </ul> <ul> <li style="list-style-type: none;"> <ul> <li aria-level="2">Click <strong>Save</strong>.</li> </ul> </li> </ul> <img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-edit-new-ticket-settings.png?width=600&amp;name=conversations-edit-new-ticket-settings.png" alt="conversations-edit-new-ticket-settings" width="600" loading="lazy" style="width: 600px;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-edit-new-ticket-settings.png?width=300&amp;name=conversations-edit-new-ticket-settings.png 300w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-edit-new-ticket-settings.png?width=600&amp;name=conversations-edit-new-ticket-settings.png 600w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-edit-new-ticket-settings.png?width=900&amp;name=conversations-edit-new-ticket-settings.png 900w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-edit-new-ticket-settings.png?width=1200&amp;name=conversations-edit-new-ticket-settings.png 1200w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-edit-new-ticket-settings.png?width=1500&amp;name=conversations-edit-new-ticket-settings.png 1500w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/conversations-edit-new-ticket-settings.png?width=1800&amp;name=conversations-edit-new-ticket-settings.png 1800w" sizes="(max-width: 600px) 100vw, 600px"> <ul> <li aria-level="1">To finish editing your fallback email address, click <strong>Save</strong>.</li> </ul> <p>If you made any changes to your configuration or routing rules, your contacts will see the updated from name, from address, and email signature when they receive an email from you.</p> <h2>Create a new inbox (<em>Professional</em> or <em>Enterprise </em>only)</h2> <p>Users in a <em>Professional</em> or <em>Enterprise </em>account can create multiple conversations inboxes. This is useful if you have multiple teams that need access to the conversations tool, but you want to keep your messages segmented and organized. For example, you can create a sales inbox to manage inquiries about pricing and packaging and a customer support inbox for your support team to manage incoming requests.</p> <ul> <li>In your HubSpot account, click the <span class="ss-icon-font">settings</span> <strong>settings icon</strong> in the top navigation bar.</li> <li>In the left sidebar menu, navigate to <strong>Inbox </strong>&gt; <strong>Inboxes</strong>.</li> <li>Next to the <em>Current view </em>dropdown menu, click the <strong>Actions </strong>dropdown menu and select <strong>Create new inbox</strong>.</li> <li>In the <em>Team inbox name </em>field, enter a <strong>name</strong> for your inbox.</li> <li>Click the <span style="font-weight: bold;">Who has inbox access</span> dropdown menu to choose who can see this inbox. You can also <a href="#set-up-the-default-inbox" rel="noopener">add or remove team members</a> after creating your inbox. <ul> <li><strong>Everyone: </strong>every HubSpot user in the account can access the inbox.</li> <li><strong>Specific users and teams: </strong>only selected users or teams can access the inbox.</li> </ul> </li> </ul> <p class="alert"><strong>Please note: </strong>incoming conversations can only be <a href="https://knowledge.hubspot.com/inbox/set-your-conversations-routing-rules" rel="noopener" target="_blank">automatically assigned</a> to <a href="https://knowledge.hubspot.com/account-management/manage-seats" rel="noopener" target="_blank">users with a paid seat</a>, but free users can still assign and respond to unassigned conversations if they have access to the inbox.<br><br>If you choose <strong>Specific users and teams</strong>, users with <a href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#admin" rel="noopener" target="_blank"><em>Account access</em> or <em>Super admin</em> permissions</a> can view any conversations inbox in the portal, but cannot take actions in the inbox, such as replying to a thread, unless they are selected as team member in the <a href="#set-up-the-default-inbox" rel="noopener">inbox's <span style="font-style: italic;">Access </span><span style="font-style: normal;">settings</span></a>.</p> <img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/Developer/select-who-has-access-to-the-inbox.png?width=600&amp;name=select-who-has-access-to-the-inbox.png" alt="select-who-has-access-to-the-inbox" width="600" loading="lazy" style="width: 600px; margin-left: auto; margin-right: auto; display: block;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/Developer/select-who-has-access-to-the-inbox.png?width=300&amp;name=select-who-has-access-to-the-inbox.png 300w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/Developer/select-who-has-access-to-the-inbox.png?width=600&amp;name=select-who-has-access-to-the-inbox.png 600w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/Developer/select-who-has-access-to-the-inbox.png?width=900&amp;name=select-who-has-access-to-the-inbox.png 900w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/Developer/select-who-has-access-to-the-inbox.png?width=1200&amp;name=select-who-has-access-to-the-inbox.png 1200w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/Developer/select-who-has-access-to-the-inbox.png?width=1500&amp;name=select-who-has-access-to-the-inbox.png 1500w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/Developer/select-who-has-access-to-the-inbox.png?width=1800&amp;name=select-who-has-access-to-the-inbox.png 1800w" sizes="(max-width: 600px) 100vw, 600px"> <ul> <li>Click <strong>Next</strong>.</li> <li>Select a <a href="/inbox/connect-channels-to-the-conversations-inbox" rel="noopener" target="_blank"><strong>channel </strong></a>to connect, or click <span style="font-weight: bold;">Connect a channel later</span>.</li> </ul> <p>Learn more about <a href="/inbox/connect-channels-to-the-conversations-inbox" rel="noopener">connecting channels to the conversations inbox</a>. <br><br>When you navigate to the inbox settings, a list of connected channels will appear. You can edit the existing channels' settings or connect additional channels. Learn how to <a href="https://knowledge.hubspot.com/inbox/compose-and-reply-to-emails-in-the-conversations-inbox" rel="noopener" target="_blank">compose and reply</a> to emails in the inbox or <a href="https://knowledge.hubspot.com/inbox/chat-with-your-website-visitors" rel="noopener" target="_blank">chat with your website visitors</a>.</p> <h2>Manage channel status</h2> <p>You can turn off a connected channel in your inbox settings:</p> <ul> <li>In your HubSpot account, click the <span class="ss-icon-font">settings</span> <strong>settings icon</strong> in the top navigation bar.</li> <li>In the left sidebar menu, navigate to <strong>Inbox</strong> &gt; <strong>Inboxes</strong>.</li> <li>Click to toggle the&nbsp;<strong>Status&nbsp;</strong>switch on or off for a connected channel.</li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/conversations-inbox-status-toggle.png?width=800&amp;height=284&amp;name=conversations-inbox-status-toggle.png" alt="conversations-inbox-status-toggle" width="800" height="284" loading="lazy" style="height: auto; max-width: 100%; width: 800px;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/conversations-inbox-status-toggle.png?width=400&amp;height=142&amp;name=conversations-inbox-status-toggle.png 400w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/conversations-inbox-status-toggle.png?width=800&amp;height=284&amp;name=conversations-inbox-status-toggle.png 800w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/conversations-inbox-status-toggle.png?width=1200&amp;height=426&amp;name=conversations-inbox-status-toggle.png 1200w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/conversations-inbox-status-toggle.png?width=1600&amp;height=568&amp;name=conversations-inbox-status-toggle.png 1600w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/conversations-inbox-status-toggle.png?width=2000&amp;height=710&amp;name=conversations-inbox-status-toggle.png 2000w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/conversations-inbox-status-toggle.png?width=2400&amp;height=852&amp;name=conversations-inbox-status-toggle.png 2400w" sizes="(max-width: 800px) 100vw, 800px"></p> <p>If a channel is turned off, you will no longer be able to send messages from the channel in HubSpot. Furthermore, any incoming messages to the channel will not appear in the conversations tool, and will not be logged to the CRM.</p></span> <div class="blog-post-topic-wrapper" style="display: none;"> <span class="tag-name">Inbox</span> </div> <span id="hs_cos_wrapper_Optional_Bottom_of_post_CTA" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"></span> </div> </div> </div> </div> </div> <div id="hs_cos_wrapper_lightbox" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"><!-- module html --> <div id="kb-lightbox" class="kb-lightbox cl-modal -light" role="dialog" aria-modal="true" aria-label="dialog with carousel of images"> <div class="cl-lightbox cl-modal-backdrop" data-cl-modal="close"> <div class="cl-lightbox-content-container"> <button class="cl-round-button cl-lightbox-close" data-cl-modal="close" aria-label="close dialog"> <svg class="cl-icon" aria-hidden="true"> <use href="#close" /> </svg> </button> <div class="cl-lightbox-content -image"> <div class="cl-loading -regular -secondaryDark"> <svg class="cl-loading-svg" viewbox="0 0 50 50" aria-hidden="true"> <circle cx="25" cy="25" r="22.5" fill="none" stroke-width="5"></circle> <circle cx="25" cy="25" r="22.5" fill="none" stroke-width="5" class="cl-loading-animated"></circle> </svg> </div> <img id="image-lightbox" alt="" src=""> </div> </div> <div> </div></div> </div></div></article> <div id="hs_cos_wrapper_module_15971280583729" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"><section id="page-feedback" class="page-feedback"> <form id="page-feedback__form"> <fieldset id="page-feedback__sentiment" class="page-feedback__form-field"> <legend>Was this article helpful?</legend> <input type="radio" name="kb_was_this_page_helpful" id="helpful" value="Yes" required><label for="helpful">Yes</label> <input type="radio" name="kb_was_this_page_helpful" id="unhelpful" value="No" required><label for="unhelpful">No</label> </fieldset> <div id="page-feedback__reveal" hidden> <fieldset id="page-feedback__main-issue" hidden class="page-feedback__form-field radio-input radio-input--inline"> <legend>Thanks for letting us know. 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