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Shared inboxes as a help desk (assign, status, notes)

How to set up a shared inbox such as hr@ or support@ and use assignment, status and internal notes to work on conversations as a team.

Written by Liam Radford

A shared inbox is an address (like [email protected] or [email protected]) that several chosen people read and answer together. Personal inboxes have one reader. Help-desk tools only apply to shared inboxes.

Create one (admins)

In Settings > Mail (you need admin or Manage mail), choose a name and pick who can read it. Up to 25 shared inboxes per workspace. Everyone you add sees the same conversations, labels, filters and contacts.

Assign a conversation

Give a conversation to someone who can read the inbox, or take it yourself ("Take it"). Find yours with Assigned to me and the Unassigned list in the sidebar, or search assigned:me, assigned:none or assigned:username.

Status

Every conversation has a status:

  • Open

  • Waiting: when someone on your team answers it becomes Waiting.

  • Done: done conversations are archived.

When the other person writes back, a Waiting conversation becomes Open again (automatic replies do not count). Starting a Done conversation again brings it back. Search with status:waiting or status:done.

Internal notes

Add a private comment inside the conversation: it shows a lock and a reminder that it is never sent. Each person can delete their own. The conversation also shows its history ("Sam assigned this to Ned", "marked this as done").

Saved replies

Reusable answers with placeholders filled in for whoever is writing. Everyone who can read the inbox can use, add and delete them (100 per inbox).

How replies look

A reply from a shared inbox is still from the person who wrote it: their picture, name and rank, with the inbox name after the rank ("Manager · HR"). The "From" name stays the inbox's ("HR @ Org").

Draft privacy

Drafts are private to their author, even in a shared inbox.

The phone apps

The apps show who has a conversation, its status, notes, and the rank and picture of each sender.

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