Manage conversations in the inbox
Attention: Carriers are now blocking all unregistered outbound SMS per industry regulations to combat spam. Registration is mandatory for all providers, not just GoTo Connect. Register now to restore or maintain SMS service. GoTo Connect cannot expedite carrier reviews.
Manage conversation assignments within the inbox. Easily view other team member's conversations, reassign them to yourself or others, and move conversations between inboxes.This feature may not be available with your plan.
Before you begin:
- You must be set up as a user with the supervisor or manager role, depending on your product.
- Enable assignment mode in your inbox settings.
- These features are available once an admin configures the following inbox settings:
Desktop or web app
- Sign in to the desktop or web app.
- From Inbox, select the desired inbox and select the specific message you want to engage with.
- To view other team member's conversations, select the Team members filter and select the desired name(s) to view their conversations.
- To assign or reassign a conversation to yourself or another team member, select the assistant drop-down in the message window's top navigation and choose a name.
- To move a conversation to another inbox, select the inbox name drop-down in the message window's top navigation and choose an inbox.
Mobile app
- Sign in to the GoTo mobile app.
- From Inbox, select the desired message.
- Select
and then Assign to... to assign the message to an individual or yourself. - Optional: You can also select Set to unassigned. This action will set the conversation as unassigned and will appear in the Unassigned conversations section for team members to pick up.
