SMS-Magic Converse Salesforce App

The SMS-Magic Converse Guide equips admins with setup and configuration steps. This guide also has content for users to use SMS-Magic.

Shared Inbox- Salesforce

Overview

Shared Inbox is a feature that allows you to manage your conversations with your team. 

Available versions: SMS-Magic Salesforce version 1.74

How to create a shared Inbox

Check Access:

Check the you have access to create a shared inbox 

  1. Access Conversations Settings:

    • In the navigation bar of Converse Settings, click on Conversations.

  2. Enable Shared Inbox Creation:

    • In the Converse Desk Layouts tab, click the drop-down arrow in the Edit column for the default layout.

    • In the Edit Default Layout modal, check the box for Allow to Create Shared Inbox.

    • Enable the option to create shared inbox

    • Click the Save button in the modal.

    • Click the Save Changes button in the form area.

  • Go-to Converse desk You see Shared Inbox in the and you have option to create shared inbox


  • Provide the details for creating the shared Inbox

  • You can give an auto reply message when you are not available to messages and “Click Create”.

  • Created Shared inbox are shown on the right side of the menu bar.

  • You can create auto reply shared inbox messages from the templates.













Updated on Jan 20, 2025

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