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Chat Inbox

The Chat Inbox allows you to send and receive text messages with your customers directly within AIQ, all in one centralized place. It provides a streamlined way to manage customer conversations while viewing Persona context and history alongside each chat

Updated over 2 weeks ago

Prerequisites

⚠️ Availability Note:


The Chat Inbox feature is currently available only for select industries. Due to 10DLC regulations, this feature cannot be enabled for all industries at this time.


Navigating the Chat Inbox

The Chat Inbox is divided into three main sections:


1. Left Column: Chat List

This panel displays all active chats organized by Persona.

You can use filters to quickly find messages, including:

  • Read vs. Unread

  • Time frame (e.g., Last 30 days)


2. Middle Column: Conversation View

This section shows the full message thread with the selected customer.

From here, you can:

  • Type and send messages
    (Messages are delivered to customers as SMS texts)

  • Use canned responses
    Quickly reply with pre-written options such as:
    “I will be with you in a moment.”


3. Right Column: Persona History

This panel provides additional customer context while chatting, including:

  • Persona details

  • Recent activity and history

  • Loyalty engagement and purchase context

This helps teams respond more effectively and personally.


Enabling Chat Inbox

Before sending messages through the Chat Inbox, make sure your account is configured properly.

Step 1: Upload Your Texting Logo

  1. Navigate to your SMS/Texting settings

  2. Upload your Texting Logo

⚠️ Important: Outbound messages will not send from the Chat Inbox unless a texting logo has been uploaded.


Step 2: Start Messaging

Once your logo is uploaded, you can begin sending and receiving texts directly within the Chat Inbox.


Need Help?

If you have questions about Chat Inbox availability or setup, reach out to AIQ Support via the chat widget in your AIQ Dashboard.

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