All help guides

Customer work

Inbox, chat, and follow-ups

The Inbox brings supported customer conversations into one workspace. The public website’s “Ask about coverage” control is built into published sites; visitors can send a question without you adding a code snippet by hand.

InsuranceAI unified inbox with conversation filters and reply panel
Review a conversation, its channel and status, then write a reply.

Keep going

Choose another guide or return to the help center.