# Inboxes

### Overview

Suptask offers a flexible ticketing system through Inboxes, Forms, and Fields, allowing it to adapt to various use cases and requirements for a seamless ticketing experience in Slack.

Inboxes is commonly structured per team but can help with several use cases:

* **Group tickets for a single team**\
  One Inbox for each of your team: IT, HR and one for Engineering&#x20;
* **Categorize different specializations**\
  One Inbox for IT Security requests and another Inbox for all other IT related requests.&#x20;
* **Top-level category with your Forms as sub-category**\
  One Inbox for *Cloud - AWS* and another Inbox for *Cloud - Azure*. In each Inbox you can have specific Forms to further categorize the request, for example *AWS - S3 access*

***

### Example structure of Inboxes

<figure><img src="https://621243658-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FO5JbdwXcuzsmDvD73Ccf%2Fuploads%2Fh9QUp9AZ1AiGIBPdArxI%2Fimage.png?alt=media&#x26;token=8f0952ec-2a88-4c5d-a0ee-396b0a67e6d0" alt=""><figcaption></figcaption></figure>

***

### Create a new Inbox&#x20;

{% embed url="<https://youtu.be/YtVv2bYOedc>" %}

The initial set up of Suptask includes a default Inbox based on your use case.&#x20;

Follow these steps to set up a new Inbox:&#x20;

1. Navigate to [Inboxes](https://app.suptask.com/inboxes) in your Suptask account
2. Press on the **New Inbox** action button
   * The New Inbox wizard will guide you through the setup
3. &#x20;Select one of the predefined names or enter a name of the new Inbox&#x20;
4. Connect the Inbox with a Responder channel
   * Select an existing channel or enter a name to create a new.&#x20;
5. Optionally invite Agents to your new Inbox
6. Done!

***

### Connect with a Responder channel&#x20;

The Responder channel is connected to your Inbox and is integrated in Slack as a private channel for your Agents.&#x20;

It comes with several benefits:

* Agents can leave **private comments, search and manage** their tickets directly in Slack.
* Slack & Suptask will automatically send **notifications** about an updated or new ticket.
* Users that are invited as a member to this channel will **automatically become an Agent**.

When a ticket is submitted with a Form, it is routed to the Inbox and will be visible inside of the connected Responder channel in Slack, where Agents receive a notification about the ticket and can start to respond to the ticket.

{% hint style="info" %}
Inboxes can share the same Responder channel, learn more on how this can be used for access and [multi-level categorization of tickets.](#multi-level-categories-with-inboxes-and-forms)
{% endhint %}

#### Have Agents and Users work in the same channel&#x20;

Agents and Users can optionally work in the same channel where tickets are submitted.&#x20;

Learn more:&#x20;

{% content-ref url="collaboration-with-users-and-agents" %}
[collaboration-with-users-and-agents](https://support.suptask.com/setup-and-configure/inboxes/collaboration-with-users-and-agents)
{% endcontent-ref %}

***

### Edit an Inbox

{% hint style="info" %}
Inboxes created after 1 August 2024 can share the Responder channel across **multiple** Inboxes. The new Inboxes also allow to be edited with a display name and additional configuration options.&#x20;
{% endhint %}

To edit the display name or delete an Inbox, head over to [Inboxes](https://app.suptask.com/inboxes) where you can manage each inbox:&#x20;

\
![](https://621243658-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FO5JbdwXcuzsmDvD73Ccf%2Fuploads%2FJdjDZ2pidWdk25npMJR8%2Fimage.png?alt=media\&token=a7999471-bce8-4b0e-b534-7ed050fb22b0)

***

### Agents and Access to Inboxes

Access to an Inbox is controlled by the Responder channel.&#x20;

Inboxes allow you to manage access to tickets for your Agents. Tickets submitted using a ticket Form for a certain Inbox will only be available for the Agents belonging to that Inbox.&#x20;

{% hint style="info" %}
The users who are invited as members to the connected Responder channel in Slack will automatically receive Agent permissions.&#x20;
{% endhint %}

### How to add an Agent

1. Open the Responder channel in Slack that is connected to your Inbox
2. Invite the user to be a member of the channel&#x20;
   * E.g to invite the user Ben in a channel, type: `/invite @Ben`&#x20;
3. The user will receive Agent permissions as soon as the user is a member of the Responder channel
   * It can sometimes take a few minutes before the promotion is applied in Suptask&#x20;

{% hint style="info" %}
There is a 6 hours grace period before you start to get billed for an Agent. [Learn more](https://support.suptask.com/account-management/subscription-and-billing/how-does-the-agent-pricing-and-billing-work)
{% endhint %}

***

### How to remove an Agent

1. Open the Responder channel in Slack that is connected to your Inbox
2. Remove the user from the channel&#x20;
   * E.g to remove the user Ben in a channel, type: `/remove @Ben`&#x20;
3. The user will automatically be removed from the Inbox and lose its Agent permissions&#x20;
   * It can sometimes take a few minutes before the change is applied in Suptask

***

#### Inboxes with multiple teams&#x20;

You can setup an Inbox for each team that you want to enable Suptask ticketing for. Each team will only have access to the tickets submitted to their Inbox.

The users who are invited to the Responder channel will automatically become Agents of the connected Inboxes and be given access to the tickets in the Inbox.&#x20;

For example:

* The IT team uses the inbox IT with the connected Responder channel #IT-respond
* The HR team uses the Inbox HR with the connected Responder channel #hr-respond

The HR team can not see nor access any of the submitted tickets which the IT team receives in their inbox, and vice verse.&#x20;

#### Inbox Administrators

You can have one or many Administrators of your Inbox, allowing these users to manage the Inbox and the Forms.&#x20;

This allow you to scale Suptask smoothly across your teams by having team admins to manage their own team's ticket Forms and Inbox.&#x20;

**Follow these steps to set up an Inbox administrator:**

1. Visit [Users & Permissions](https://app.suptask.com/account/users) in your Account settings
2. Add the user as an Account admin to your Suptask account&#x20;
3. Add the user to any existing Inbox that he should have access to by inviting the user to the Responder channel of the Inbox&#x20;
4. This user is now an Agent and Admin of the Inbox

{% hint style="info" %}
Users who are not invited to the Responder channel of the Inbox will not have access to the Inbox. Make sure you invite the user to the Responder channel in Slack for the Inbox to be visible.
{% endhint %}

***

### Multi-level categories with Inboxes and Forms

Multiple Inboxes can be used to help guide your users by using the Inboxes as a top-category and Forms as a sub-category.&#x20;

This can be achieved by connecting multiple Inboxes to the same Responder channel.&#x20;

#### Example

An HR team can have several areas where they receive requests, and these can be setup with Inboxes and Forms.&#x20;

The HR team will use the Responder channel **#hr-team** in Suptask. Each of these Inboxes will be connected to the same Responder channel, allowing the team of Agents to receive the tickets from all of the Inboxes.&#x20;

| **Inbox:**             | HR - Talent Acquisition       | HR - Onboarding | HR - Onboarding        |
| ---------------------- | ----------------------------- | --------------- | ---------------------- |
| **Responder channel:** | #hr-respond                   | #hr-respond     | #hr-respond            |
| **Forms**:             | Talent Acquisition Operations | Pre-onboarding  | Leadership development |
|                        | Workforce Planning            | LMS access      | LMS access             |
|                        |                               |                 |                        |

Every Form can have Custom Fields to make sure the correct information is submitted with every request.&#x20;

***

### Learn more

Inboxes can consist of multiple Forms that will help you route your tickets to your Inbox. Learn more about Forms to get you started.

{% content-ref url="../forms-and-fields" %}
[forms-and-fields](https://support.suptask.com/setup-and-configure/forms-and-fields)
{% endcontent-ref %}
