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Inbox and 2-Way Messaging

Megan Rosenbohm
  • Updated

Inbox and 2-Way Messaging

Inbox gives your team one place in the Team Hub to communicate with customers and internal users, share files, and manage Internal Resources.

With Inbox, your team can:

  • Send and receive messages
  • Share documents and attachments
  • Organize Internal Resources into folders
  • Send bulk messages using Advanced Filters
  • Control folder visibility for internal teams

Primary Audience: All Internal Users

Send and Receive Messages in Inbox

Use Inbox to send messages to customers or internal team members.

To access Inbox messaging:

  1. Go to the Team Hub.
  2. Click the Inbox tab.

From Inbox, users can:

  • Send Internal Messages to team members
  • Send Client Messages to customers
  • View Sent and Received messages
  • Open message threads to view attachments and conversation history

To send a message:

  1. Click Send Internal Message or Send Client Message.
  2. Select the recipient or recipients.
  3. Add your message.
  4. Attach any necessary files or documents.
  5. Send the message.

Use the Sent and Received tabs to view message history, open message threads, and review attachments.

Read receipts — When a Client opens an Inbox message, the message is marked as Opened in the Sent tab. This appears even if the Client never replies, so your team can see which threads have been seen and which still need follow-up.

Watch the Inbox Messaging Walkthrough

 

Manage Internal Resources

Internal Resources allow your team to organize and share important files in the Team Hub. These resources can be accessed from desktop or mobile devices through the Inbox tab.

Examples of Internal Resources include:

  • Training documents
  • Sales materials
  • Internal procedures
  • Reference guides

Create and Manage Resource Folders

Users with an Admin or Super Admin role can create folders, upload resources, and manage folder visibility.

To manage resources:

  1. Open the Inbox tab.
  2. Go to Manage Resources.
  3. Create folders or upload files as needed.
  4. Set folder visibility to control which internal users can access the folder.

Folder visibility can be useful for location-specific documents, department resources, or permission-based access.

Use Advanced Filters for Bulk Messaging

Inbox can also be used with Advanced Filters to send bulk messages to targeted customer groups.

This allows your team to:

  • Filter customers by activity or engagement
  • Send messages to selected customer groups
  • Share documents and updates efficiently

Example use cases include:

  • Messaging customers who completed a specific task
  • Sending reminders to selected client groups
  • Sharing seasonal updates or documents

Watch the walkthrough below to learn how to use Internal Resources and Advanced Filters together for bulk communication.

Example Use Case

A team member wants to contact customers who recently completed a specific action in the platform.

Using Advanced Filters, they can:

  1. Filter the customer list based on platform activity.
  2. Select the matching customers.
  3. Send a bulk Inbox message with attachments or additional instructions.

This helps teams communicate more efficiently without manually contacting each customer individually.

If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at help@agvend.com or at 512-812-9399.