After creating the inbox, you can configure your inbox setting as the feature provided in Kata Omnichat. This setting can be accessed by admin only. To access the Inbox Setting, you must follow the steps below:
- You can click Inboxes on the side bar or you can click setting on the sidebar, then click Inboxes
- After clicking Inboxes, you will be directed to the Inboxes Settings page
- Choose the inbox you want to configure, by clicking on the Settings button
Field Name |
Description |
|---|---|
| Inbox Name | Enter the name of your Inbox. Inbox name can be up to 50 characters. For example: Keatchen Inc. IG |
| Enable Channel Greeting | Channel greetings provide the automatic answer as a greeting when the very first time end-user starts the conversation. Choose your need: If enabled, then you need to enter the greeting message If disabled, then there is no greeting answer in your channel |
| Enable auto assignment | Enable or disable the automatic assignment of new conversations to the agents added to this inbox |
There are some additional setting features in the inbox setting depending on your channel used for your inbox. The list of features are shown as below.
Feature |
Is Available for IGDM* |
Is Available for WABA** |
|---|---|---|
| Collaborators | Yes | Yes |
| Quick Reply | Yes | No |
| Set up Business Hours | Yes | Yes |
| Ice Breaker | Yes | No |
*IGDM = Instagram Direct Message
**WABA = Whatsapp Business Dashboard
Manage agents to inbox
In the collaborator’s section, you can assign an agent to your inbox or delete existing agents who have been already assigned. Follow these steps to add agent:
- Click on the Collaborators tap in Inbox Setting
- Choose the agent that you want to assign, or click (X) to delete the existing agents
- Click update, then if successful, “Agent updated successfully” message will be appeared
