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Getting the Most Out of Your Steer Inbox

This article explores all the tools available in Steer's inbox and how you can utilize them to make the most out of communication with your customers.

Read the latest inbox enhancement release notes here!

Jump to:

-> AI Powered Responses with Steer AI

-> How Can I View Other Conversations in a Text Thread with a Customer?

-> How to Block a Customer from Texting Your Shop

-> How Can I exclude Campaign Messages from Appearing in my Inbox? 

-> How to Understand Messaging Folders

-> Inbox Search Capabilities

⬇️ Watch the quick tutorial below 👀

 

 

Use Steer AI for Quick Replies

  • Help Me Respond: Use Steer AI to draft quick replies that match your shop's tone. Our AI technology is so robust that it knows the conversation context and provides three options, with the ability to generate alternatives. 

View Other Conversations in a Text Thread with a Customer

Seamlessly manage both emails and text threads in a single view. Messages from customers will remain visible, ensuring no conversation is lost. 

When in a conversation thread with a customer, simply click "Other Conversations" to view any communication handled via email/text.

Steer Inbox Other Conversations-1


Shortcuts To Reporting

Go directly to campaign reporting from a messaging thread by clicking the campaign reporting hyperlink. 

Reporting in Texts


Block a Customer from Texting Your Shop

Block unwanted contacts to prevent receiving further messages. These will be hidden in the archive, but can be unblocked if needed.

Navigate to:

  • Customer Profile

  • Click "Text" to navigate to the messaging thread with that customer.

  • Toggle "Block Conversation" ON to block the customer from sending messages to your shop. 


Exclude Campaign Messages from Appearing in Your Inbox

Sometimes you need to skip the noise and get straight to direct conversations with customers. We made this easier with the Hide Campaigns toggle on the Inbox Tab. 

This is on by default, showing only your last communications with the customer. If you want to see campaign previews in your inbox or sent folder, turn the toggle off.


Understand Messaging Folders

    • Inbox: All conversations that contain at least one inbound message from the customer. Per your feedback, the message thread will now live in the inbox until you archive it.

    • Sent: All conversions that contain at least one outbound message.

    • All: Includes all non-archived message threads. 

    • Scheduled: Shows messages that are scheduled and will be sent out soon.

    • Archived: Conversations that are no longer active.


Inbox Search Capabilities

You can search by message content or by customer name.