Unified Inbox
Manage SMS, email, webchat, and social messages from one place.
Connect Facebook & Instagram Messages to Your Unified Inbox
Learn how to centralize your social media direct messages directly inside your CastaLink unified inbox.
Navigating the Unified Inbox
A complete tour of the Unified Inbox interface and how to manage all your communications in one place.
How to Create and Use Message Templates
Save time by creating reusable text and email templates for your most common responses.
Assigning Conversations to Team Members
Keep your inbox organized by assigning specific chats to the right staff members.
Requesting Payments Directly from the Inbox
Send secure payment links via SMS or email without leaving the conversation.
Managing Email Threads and Signatures
Learn how to toggle between SMS and Email, and set up your default email signature.
Archiving and Managing Unread Messages
Keep your inbox clean by archiving finished conversations and managing unread badges.
Using Internal Notes and Team Mentions
Collaborate privately with your team members inside a customer's chat thread.
