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  Article updated: May 20, 2025

Inbox 2.0 quick start guide - for admins

In Inbox 2.0, agents send and receive messages through shared social network and messaging accounts, collectively referred to as channels. As an admin, you can manage your agents’ access to channels, as well as their entire workspace environment.

Audience: Team, Business, Advanced, and Enterprise  Inbox 2.0 admins. Standard and Professional plan members, see Inbox 2.0 guide for Standard and Professional plan members.

Before you begin

Make sure you’ve added all the channels you want your agents to have access to in Inbox 2.0, set up your teams, and added members to your organization. For help with these tasks, see the following:

You must be an organization Super Admin, Admin, or a member with custom organization permission to Manage Inbox 2.0 settings to view and manage admin settings in Inbox 2.0. Go to Inbox 2.0 to get started.

Different plans offer different Inbox 2.0 features. Select the link for your plan type and follow the steps to get started. If you don't know your plan type, go to Account - you'll see it at the top of that menu.

Professional and Standard plan members, see Inbox 2.0 guide for Standard and Professional plan members.

 

 

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