You can assign a message to a colleague or another team by selecting their name from the "Assign" section at the top of the message. You can also add a note.
When you assign a message, it will disappear from that place in the inbox and move to where you assigned it to. If you have assigned a message to a colleague, they will receive a notification that they have been assigned a message and the message will appear in their "My Inbox".
If you accidentally assigned a message to the wrong person or Team, you can find the message by going to the "All" folder.
How will I know that someone has assigned a message to me?
You will get a red notification on your toolbar and a pop-up message.
Can I set up rules or automations?
This isn't something we support with the current Inbox but it might be something that we look at in future.
If you have any questions, please chat to our support team by clicking the green button in the bottom right corner, we'll be happy to help! 😊