Inbox Apps help you keep track of all of your conversations with your Follow-Up Boss contacts, including those that happen outside of Follow-Up Boss. 🎉 Access your calls, emails, and text messages, and integrate partner app messages from one place across the web and mobile devices.
How to View Messages and Reply
Inbox
The partner app conversation can be found on your Inbox page alongside your other team inboxes, ready for you to respond. You can also manage the users who have access to your partner app conversations from your Inbox settings here; please see our Team Inbox Settings Overview for complete details.
Pro-Tips: We recommend assigning the conversation to the agent assigned to the lead profile. Conversations where the lead has not interacted yet can be moved to the Closed folder and will automatically re-open when the lead responds.
Lead Profile
You may also respond directly from the lead profile, where you'll find the integration partner conversation thread listed under the lead's timeline, which you can easily filter by. Check out our Lead Profile Overview to learn more about the lead timeline.
For accounts that have inbox apps connected, the old "Texts" tab on the lead profile is now called "Messages."
If you have inbox app conversations with a lead, you can select a channel through a drop-down menu to choose between text messages and any inbox app conversations.
When viewing a lead’s timeline, each inbox app message now has a reply button. Clicking this button brings you to the top of the page to draft your reply without needing to switch back to your main Inbox.
Supported Integration App Partners
Inbox Apps introduce a unique integration opportunity by allowing partners to integrate their third-party communication platform into Follow Up Boss seamlessly. Text-based communication platforms like instant messaging and texting can be integrated directly into Follow Up Boss as a first-class communication medium, elevating a real estate team's communication capabilities to deliver top-notch client services faster than ever.
With this being said, the communication partner app makes and maintains the integration. For the most complete and up-to-date list of available partner Inbox Apps, go to Admin > Integrations > Inbox Apps.
Inbox Apps Resources
Inbox Apps Webinar
This webinar is about Inbox Apps, how to use them, and how they can benefit you! Recorded May 30, 2024.