Enable your team members to provide faster, more personal support by assigning them an Inbox seat.
What are Inbox seats?
Inbox seats are essential for anyone interacting with customers through WideBot Inbox. Each seat lets a team member:
- Engage with customers: Respond to queries, resolve issues, and provide assistance.
- Manage multiple chats: Efficiently handle a high volume of conversations.
- Access customer information: View details and past interactions for better service.
- Collaborate with teammates: Assign chats or seek help for complex queries.
When you create your bot, you'll get one seat straight away. You should assign your seats to the team members who manage your incoming conversations.
Note: You can add as many additional paid seats as you need.
You can also add an unlimited number of team members without seats to WideBot for free. They’ll be able to access different tabs, but without the capabilities that Inbox seats give you.
Additional Features (with Inbox Seats)
- Performance Measurement: You can track your team's performance using Inbox Analytics, allowing you to continuously improve the support you offer.
- Conversation Management: Assign conversations manually or automatically to specific teams or individuals for optimal handling.
- Collaboration Tools: Inbox Seats enable features like conversation tagging, which helps you organize chats and improve searchability for future reference.
- Order Creation: Generate orders directly within the chat interface for a seamless customer experience.
- Faster Replies with Flows: Respond efficiently to common inquiries using pre-built conversation flows.
Free vs. Paid Seats
- Each bot subscription includes a specific number of free seats.
- For more seats, you need to pay for them through the Add-ons tab.
Who Can Get an Inbox Seat?
Inbox seats are allocated to team members based on their roles and permissions within your bot's WideBot account, such as customer service agents. Typically, agents and admins are eligible to receive Inbox seats.
Assign a seat to a team member
To assign a seat, go to the Bot Settings tab, navigate to Team Manager, and then click on the team's tab:
From there, switch the toggle for Inbox seat to On for the desired team members.
Note: If you’ve used your available seats, you can add additional paid seats through the Add-ons tab.
Check Seat Usage
The Team tab displays the total number of used Inbox seats within your bot.
What can a team member without a seat do?
If you don't have a seat, you can access the Inbox Tab based on your roles and permissions within your WideBot account. Here's what you can do:
- You can view conversations.
And here's what you can’t do:
- You can't reply to conversations.
- You can't assign, or be assigned conversations.
- You can't tag conversations or create orders.
- You can't send pre-built flows or media within conversations.
Removing a seat
To remove a team member's seat, access Bot Settings, then Team Manager, and navigate to the Team tab. Locate the team member and toggle the "Inbox seat" option to Off.
📌 Remember to reassign their conversations to another teammate with an Inbox seat.