Find your way around the Inbox
The Inbox is where you read and answer customer conversations. It is the screen HelpWell opens when no other page is selected.
#The conversation list
Each conversation is one row. A row shows the customer's name, a snippet of the latest message and the time of that message.
The row you have open is filled lavender and its title turns purple.
#The open thread
Select a row to open its thread. The thread shows every message in the conversation, in order. Each kind of message looks different:
| You see | What it is |
|---|---|
| A customer bubble | A message from the customer. |
| The AI agent's name with an "AI agent" label | An answer from your AI agent. If it used help articles, their titles and collections are listed under the answer. |
| A teammate bubble | A reply from someone on your team. It shows Seen once the customer has seen it. |
| A note | A message only your team can see. @mentions are highlighted. |
| A note starting "Held for review" | An email that HelpWell held back. See How customers reach your Inbox. |
| A line across the thread | A timeline event, such as "Riley Park assigned this conversation to Justin Owner." |
#The reply box
The reply box sits under the thread. It has two tabs:
- Reply sends a message to the customer.
- Note adds a message only your team sees.
The box shows the placeholder "Reply to Jane… Type / for commands", with the customer's first name. Type / to open the commands: /reply, /article, /draft, /translate and /assign.
The toolbar has these tools: Saved replies, Article, Write with AI, Attach a file and Emoji. The toolbar adapts to the width of the reply box:
- Wide: Saved replies, Article and Write with AI show an icon and a label. Attach a file and Emoji show icons only.
- Medium: every tool shows an icon only. Hover over one, or focus it with the keyboard, to see its name and shortcut.
- Narrow: Saved replies and Write with AI stay. Article, Attach a file and Emoji move into a More menu.
The Article tool is hidden when the knowledge base cannot be searched.
To write and send a reply, see Reply to a customer conversation.
#The customer panel
The customer panel shows who you are talking to, including the fields pinned for that customer. Fields that come from LeadFuze carry a LeadFuze badge.
Note
If your role is Viewer, you can read conversations but not write in them.
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