This article provides an overview of the Inbox functionality, how to set one up, and how to work within the tool.
Inbox allows the messages to be associated with the person record in Slate, which provides your users with greater context; facilitates material assignment from email attachments; and maintains a message history on the person record.
Messages sent to Inbox are assigned to an Inbox-enabled Role Group. These messages are visible only to users who have also been assigned that Role Group.
In order to better understand the configuration process, read this brief overview of the different Inbox functions. Later in this article, you will learn how to configure Inbox.
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