Getting started
Signing in, first-run setup, and invitations.
Using Held Open
Everything a day-to-day agent or workspace admin needs — from signing in for the first time to automating conversation handling.
Connecting a mailbox
IMAP, SMTP, and OAuth — receiving and sending mail.
Working the inbox
Folders, the conversation list, and keyboard shortcuts.
Replying and notes
The composer, saved replies, drafts, and @mentions.
Assigning and status
Status, assignee, team, and snooze.
Search
Finding conversations and customers.
Workflows
Automating conversation handling.
Customers
Customer records, merging, and data requests.
Mailbox access and teammates
Who can work in a mailbox, and inviting people.