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Inbox Navigation Guide
Melissa Stones
Created on October 7, 2022
Learn all about Aptly Inbox in this detailed guide.
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Transcript
Navigate the Aptly Inbox
Learn about the power features of your Aptly Inbox
start
Index
The Aptly Inbox includes 4 panes with distinct features and functions. Start by clicking on the Introduction button to learn more.
Conversation View
Introduction
Inboxes Menu
Conversation Previews
Conversation Details
FAQ
Related Articles
Introduction
The Aptly Inbox
Aptly's Inbox is a multi-faceted interface complete with multiple pane views and functions to support your company's organization of conversations. Email, SMS, and Phone Calls all reside in the Aptly Inbox allowing your team to keep track of omnichannel communication. Much of Aptly runs through the Inbox and knowing how each part functions will increase productivity in your company.
Inboxes Menu
Personal and Shared Inboxes
This is where all of your inboxes live. You'll find your MINE View, Personal Inboxes, Shared Inboxes and Phone Numbers, and Team Members in this view. Click on the red icon to the right to learn more about the Inboxes Menu.
Conversation Previews
Quick view of all conversations
The second section of the Inbox shows all of the conversations currently in your Inbox along with a preview of the message. Aptly will note in the preview if the conversation is a phone call or an SMS message. You can also perform bulk actions like adding topics and assigning multiple emails in this section. Click on the Red Circle Icon below to learn more about this section.
Conversation View
View a Single Conversation
The third section over to the right shows a selected conversation in its entirety along with any messages in the thread. By default, earlier interactions are collapsed and the most recent message is expanded. This section offers many ways to interact with your conversation. Click the red icons to find out more.
Conversation Details
Information about your Conversation
Within the Conversation Details pane, you can find more information related to the conversation like details, related content, comments, and cards.
Frequently Asked Questions
Inbox Navigation
Q: Why are all of these folder options showing up in my Inboxes View? A: Folders from your email provider will appear as options in Aptly. Change or delete the folders in your email provider and they adjust in Aptly's Inbox as well. Keep in mind, it does take some time for folders to sync over. Reach out to help@getaptly.com if it's been several hours since you added/deleted folders. Q: What happens when I view a message in a Shared Inbox? Will it show as unread for my teammates? A: Viewing messages in a Shared Inbox only shows you what emails you have read and not read. Clicking on a message will not affect any of your teammates. Performing actions like archive or moving messages to different folders will affect everyone with access to the Shared Inbox.