It’s really easy to get started with the next-gen Inbox. You’ll soon be improving your workflow with a keyboard-first approach, faster actions at your fingertips, different layouts and customization options that work for you.
Onboarding experience
When you next visit the Inbox, you’ll have an option to opt-in to the Next Generation Inbox. This will take you through a brief onboarding experience where you’ll choose your language and theme, and you’ll be shown around some key new features. It’s a great chance to get your bearings and you can always change your customization preferences later.
Note: If you don’t see this option to opt-in yet, speak to your workspace manager. They will choose when to roll out the next-gen Inbox to your team.
Keyboard-first approach
The first thing you’ll notice is that the new Inbox is designed to be keyboard-first. Leveraging shortcuts, you can perform your everyday actions faster without lifting your fingers off the keyboard. This might take some getting used to but it’ll soon start saving you valuable time.
We’ve made it super simple to learn and use keyboard shortcuts with Command-K (or Control-K on Windows). This opens an action menu giving you quick access to your frequent actions without needing to remember the shortcuts.
Use direct shortcuts to the most popular actions, such as composing replies, inserting content, snoozing conversations, and moving between inboxes. Find a full list of available shortcuts here or access the cheat sheet straight from the Inbox by using Command-K and selecting “Keyboard shortcuts”.
Table layout
Access the new table layout using shortcut key L or the toggle buttons on the bottom left for a bird’s-eye view of conversations. This is great for support or shift managers who want to get a quick overview of the inboxes and conversation status.
Every row represents a conversation and you can see the various conversation data points in the columns.
These columns are completely configurable so you can choose which information you need to see onscreen. Simply select a column to rearrange, sort or hide it:
Or scroll to the far right and select the “+” button to add more columns:
You can also take direct actions from the table such as closing and snoozing conversations, or marking them as priority.
Take action on multiple conversations at once by selecting them on the left. For example, you might notice a few conversations that are for the billing team, you could select these conversations and assign them to the correct team using shortcut key A or Command-K.
Look at any of the conversation details by selecting the conversation row and a preview will pop up on the right.
Easily switch between the chat layout and table layout by using shortcut key L or the toggle buttons on the bottom left.
Customization
Dark/light mode
Choose to work in dark mode or light mode and easily switch between the two with Command-K.
You can also change this from your profile settings in the bottom left corner.
Languages
Set the Inbox up in your preferred language by using Command-K and selecting “Switch language”. You can choose from:
English,
French,
German, or
Brazilian Portuguese.
Opting out and back in
While you’re getting comfortable with the new features, you might need to switch between the old and new Inbox. It’s easy to do this by clicking “Revert to old Inbox”, which will take you back to the old Inbox with a banner at the top to opt back in whenever you’re ready.
Note: You can revert again any time you want before your workspace gets migrated over to the new Inbox. Your migration date will be communicated to you via email and displayed in a banner in the old Inbox.