Some of the great ways you can use Apptimi Inbox for your business
Manage your customer care or other messages and share forms inside and outside your business
Turn your great content into an FAQ or Knowledge base
Manage your GDPR subject access requests (SAR) in our customer care Inbox
Share and manage any forms with your team or your customers in an Inbox
Use as a bug or snag list.
Packed full of great features your team will use every day
We've added some great features to our Inbox and Brainstorming channels. These are just some of the features that you and your team can use every day.
Not all features can be used on all channels
Built-in CRM for managing your contacts
Create unlimited Inboxes
Create and add tags to any conversation for easy filtering
Assign to a team member and track completion
Watch any individual conversation and get notifications when updates are added
Follow any Inbox/channel and get notifications on any new messages/replies added
Create custom folders and move conversations between the folders.
Mark any conversation as closed/completed and move to the archive folder
Track the time spent on any conversation or message
Drag and Drop
Drag and drop files and attachments to any conversation
Create and send rich content messages with full formatting and links
Get insights into most frequent tags,customers and products.
Auto add contacts
Automatically add contacts who send you messages or forms, to your contact manager.
Link your Inbox to the Contact us page on your website
Create custom forms to extend your Inbox and share with your customers or team
Create task or action items for any conversation and assign to a team member for action
Notes and Comments
Add notes or comments for other team members
Create and use canned (stock) replies to any conversation
Send automatic response/reply to an incoming message
Make any Inbox shared or private
Bookmark any conversation to your bookmarks list for easy access
What did I miss
See any items you have missed since your last access
View any/all tasks assigned to you
Pin to top
Pin a valuable conversation to the top of the list
Move to ...
Move a conversation, replies, notes and documents to another folder or Inbox
Add due date
Add a date for completion to any conversation
Add to calendar
Add any conversation to your team calendar
Inbox in Contact Manager
Send from contact manager to one contact, groups or all
View jpeg,png and other photos as thumbnails and full size
Link to and embed videos from youtube, vimeo etc
Play attached audio files in audio player without downloading
Full text search
Search for anything in the title and body of any conversation
Filter by creator,contact, date and assigned to
Append a standard footnote to the bottom of each outgoing message
Create individual signatures and append to each message
Quick access to all attachments in a channel
Enable captcha on all shared forms or Inbox.
Single Sign on
Single sign on for Google, Twitter, Office 365 and Microsoft Live
Share to Portal
Share a channel or any form to a customer portal
Bring a team member into a conversation
Add a private reminder to any message
Send to Trello
Send a conversation or a response including attachments to a Trello board
Block a contact or mark a contact as Spam
Send & Receive messages from your Facebook page
We can automatically delete a conversation and documents after a set date
How this works
Internal Only Channels
Create channels that only your team can access internally.
Collaborate and interact with your contacts externally as an extranet by enabling external access
Unlimited Contacts or Customers
Add a many contacts/customers as you need
You can create shared channels so that all members of your team can access
Create Private channels to secure your conversations and documents. Use the invite tool to add team members or external contacts.
Bundle/Group your channels
Bundle channels together - Add your Customer Support, Faq's, Shared Email Inbox into a Sales Bundle or your HR Helpdesk, New Joiner FAQ into
a HR Bundle.
Reply from Email
Add to any conversation by replying from email or click to access online
You can create read-only channels - Great for Company announcements, FAQ (frequently asked questions) or Company Policy Spaces. When a Meeting Space is set to Read-only, your
team members and Customer can not respond or reply to any conversation.
Create custom folders and move messages so that they are grouped together
Create stock or canned messages so that they can be selected for quick replies
Limit Access to Posts
Set channels to limit access to posts so that users can only view posts they have created. This is the default for all Customer Services channels.
No Username/Password Required
Your external contact does not require a username/password. Apptimi automatically authenticates the user.
Any documents or photos, screen grabs can be added to the conversation by your team or external contacts. Up to 6 documents or photos can be uploaded for each post.
Supports unlimited tags or categories. Tags are useful for adding categories and searching Meeting Spaces.
Add Notes/action items to any Post
You can add private notes/comments to any conversation or add an action item that needs to be completed. Great for project management.
View your tasks
Easily track and view any items that are assigned to you from any Meeting Space.
Add to Favourites
Easily keep track of your favourite posts and responses
Follow Channels or Conversations
Follow any channel to get updates and notification, or select individual conversations to follow.
Bookmark any conversation
Pin any conversation so that you can easily find it again.
Link to your Contact Us page
Insert a Contact us form in your website and have it connect to your Inbox or Helpdesk. It will automatically add any new contact to your
contact manager and create a new conversation or topic in your Inbox (or helpdesk).
Encrypt your Conversations and Documents with a Secure Key and Password. We use AES265 encryption to ensure that only your
team or customers can view the channel.
Need to know who signed a form and when? You can enabled digital signatures on forms to that you have a record of who signed the form and when it
was signed. Coming Q1 2018.
Sync to Office 365
Sync your calendar and contacts to your Office 365 account. Now you can make sure any new contacts or events added to your Apptimi account
automatically appear on Office 365. Coming Q1 2018
Office 365 Single Sign on
Use your Office 365 login to log into your Apptimi account and save time.
Send to Trello
Do you use Trello for managing your projects or tasks? You can enable Trello integration and send any Apptimi conversation to a Trello board.
You can choose to encrypt any Meeting Space by adding an encryption key and a password. Once encrypted your messages and
any documents are encrypted and secure from any 3rd party, including Apptimi!
Once encryption is enabled you can share the password with your team or customer so that they can have access to
any conversations in the Space.
Use encrypted Spaces for confidential client communications , for secure projects and discussions or HR Reviews and feedback.
What Email addresses
Every business uses lots of different email addresses. Here's just a sample of what email addresses
our customers are using:
Jobs@, Events@, Help@, Info@, Support@, Sales@, Returns@,
Feedback@, CV@, HR@, Orders@, bookings@, cancellations@,workrequests@, access@,maintenance@,
travel@ , tickets@ and so on.
Our Inbox can manage all of these email addresses and let your team manage them as a team. Create one Inbox to manage all, or
multiple Inboxes to manage different functions.
And remember you can always customize your Inbox with a form of your choice to
support any business need.