Getting the Most out of your Steer Inbox

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

To read Steer's Inbox Enhancement Release Notes - Click Here

AI-Powered Responses with Steer AI:

Help Me Respond: Use Steer AI to draft quick quality replies. The AI knows the the conversation context and provides three options, with the ability to regenerate alternatives.

How Can I 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 quickly view any communication handled via email/text.

Steer Inbox Other Conversations-1

ShortCuts To Reporting:

Go directly to campaign reporting from a messaging thread.

Reporting in Texts

How to 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.

> In the text messaging thread with the customer, toggle "Block Conversation" ON to block the customer from sending messages to your shop.

How can I exclude Campaign Messages from appearing in my Inbox?

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

This is on by default, showing only your last direct communication with the customer. This keeps your inbox focused on live, direct conversations. If you want to see campaign previews in inbox or sent, simply turn the toggle off.

How to 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 achieve 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Archived: Conversations that are no longer active, with functionality remaining similar to before.