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How to use SmartBot inbox

With SmartBox Inbox, you can effortlessly search for specific guest conversations and filter conversations by Users and Conversation channels.

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To find a guest conversation via the search box:

Enter the guest's name or phone number in the search box.

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To filter new users, existing users, and guests whose contact information is not captured:

  1. Click the drop-down menu under Users.

  2. Select one of the following options:

    • New for a user with no guest profile in Zenoti

    • Existing for a user with a guest profile in Zenoti

    • Unknown for an interaction where the guest didn't provide the contact information on the web

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To filter conversations for SMS, Web, or Agent Handover:

  1. Click the drop-down menu under Conversations.

  2. Select one of the following options:

    • SMS to view all SMS Bot conversations

    • Web to view all Web Bot conversations

    • Agent Handover to view all Bot conversations handed over to an agent

    • All to include conversations across all channels

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To view past conversations:

Scroll down the conversations on the left panel.