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Set up your first Inbox

An Inbox is the primary operational unit for receiving and routing customer conversations.

Choose a channel and create your first Inbox​

From Settings → Integrations → Channels, choose one channel:

  • Website widget
  • Email
  • API
  • Social and messaging channels (availability depends on provider connection and permissions)

Open directly: Open Channels

Complete channel configuration​

  1. Enter channel credentials or authorization details.
  2. Name the inbox clearly (for example, Support - US or Billing).
  3. Add initial agents.
  4. Save and open the inbox settings page.

Start new channel setup: Open New Channel Setup

Apply Inbox basics​

In the inbox settings tabs, configure:

  • Business hours
  • Greeting and out-of-office behavior
  • Pre-chat form (for web widget)
  • CSAT (if enabled)
  • Installation snippet (for web widget)

Verify your first Inbox end-to-end​

  1. Send a test message through the connected channel.
  2. Confirm the conversation appears in the inbox view.
  3. Assign it to an agent and resolve it.

Open a specific inbox settings page (replace 123): Open Inbox Settings

Warning: Do not enable broad automation rules until at least one inbox has been tested manually. This avoids accidental routing loops.

📷 Image (optional): Inbox Creation And Settings Tabs
Why: Helps admins map channel setup to post-create configuration tabs.
File: docs/images/inbox-creation-and-settings-tabs.png
AI prompt: "Clean documentation-style SaaS UI screenshot of OXVO inbox creation wizard and inbox settings tabs, labels include Channels, Settings, Pre-chat Form, Business Hours, CSAT, Installation, realistic support configuration values, neutral grays plus primary accent, no personal data, no third-party logos, 1600x1000."

Next Steps​