Inbox

Setting up and using Gist Inbox to support customers and convert leads at scale.

Set up your team and inboxes

Forward your emails to Gist team inbox

If you are already using Gist Live Chat and you’re here, then it means, you are looking for a new email ticketing system. If yes, then you've come to the right place :) With Gist, you can collaborate with your team on not just conversations via...

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By Paulina N

updated 4 days ago

Connect your Facebook page with your Gist team inbox

Now, Gist integrates with Facebook messenger. You and your team can manage all of the messages from the most popular social platform inside of Gist. Think about it. Tagging, tracking and monitoring Facebook conversations in real time — just like...

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By Paulina N

updated about 4 hours ago

Connect your Twitter DMs with your Gist team inbox

Gist now integrates with Twitter Direct Messages. You and your team can manage all of the Direct Messages (known as DM's) from the popular social platform inside of Gist. To add this feature to your account, follow the simple directions below!...

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By Jitta Rao

updated about 3 hours ago

Collaborate with your team

Get context on your contacts fast

If you’re talking to a visitor or a paid customer, wouldn’t it be nice to understand the context of the conversation, so you can provide better and quicker support? With Gist, you can get the context surrounding your conversation and based on the...

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By Jitta Rao

updated 4 days ago

Leave internal notes and loop in teammates into conversations

With Gist, you can work together with your team and collaborate behind the scenes before responding to your customers' questions. Internal notes and teammate tagging are two options that allow you to do this. When you are talking to a customer...

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By Jitta Rao

updated 4 days ago

How does teammate presence work?

A teammate can have one of three possible presence values : 🟢 active (green) 🟡 inactive (yellow) ⚫️ away (grey) A teammate is active if they are active on at least one client (web, iOS or Android app), and they are not marked as "away". There are...

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By Paulina N

updated about 3 hours ago

Analyze your team performance using Inbox reports

The "Reports" Tab in the dashboard of your Gist Workspace is a way to see how well your conversations are being handled. Conversations reporting is available on the following plans: Support All-in-One Legacy Customers  In this article, we'll give...

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By Jitta Rao

updated about 3 hours ago

Get notified of incoming conversations

Never miss a conversation with Inbox notifications

When you and your users participate in a conversation using the Gist live chat messenger, you both get different kinds of notifications.  Here is a brief review of notifications sent by Gist for live chat messages.  How can I get notified of new...

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By Jitta Rao

updated about 3 hours ago

How do notifications work on Gist?

Notifications are an important part of Gist. Whenever your users send messages to you via chat, you can set Gist up in a way to send you notifications across platforms so you don't miss out on any important conversations. Each of your teammates on...

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By Jitta Rao

updated 4 days ago

Automate your conversations

Automatically assign conversations in the inbox by round robin

Customers reach out to your customer support with various queries which involve pricing, product, usage, bugs, so on and so forth. As the size of the team begins to grow, your business might face two major challenges while managing customer...

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By Paulina N

updated about 3 hours ago

Common questions

Can I use GIFs and Emojis in my chat messages?

Make your visitors feel like they are talking to a real human, by adding emojis, GIFs and stickers to your messages. This will make your conversations friendly and lively and helps avoid being too formal or robotic. For instance, use the smiling...

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By Jitta Rao

updated about 3 hours ago

How do I sent a transcript of the conversation?

Finished a conversation with a customer and they requested to share a full transcript of the conversation? Gist allows you to send a transcript of your conversations to your customers directly through the shared team inbox. Send Individual...

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By Jitta Rao

updated 4 days ago

File type and size restrictions for Gist Inbox & Messenger

The Inbox and Messenger in Gist supports attaching files of a specific type and size. Additionally, depending on your subscription, there's a usage limit to the number of attachments that can be uploaded. File types The following file types can be...

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By Jitta Rao

updated 4 days ago

What is real time user presence (the technical explanation)?

Real-time presence works based on periodic heartbeat requests coming from the user. The user sends those heartbeats every 30 seconds. and if Gist does not receive a heartbeat request in 2 minutes, then the user is considered offline.Immediate...

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By Jitta Rao

updated about 3 hours ago

Best practices to support customers

Keep track of support requests by tagging conversations

When you are talking to customers on live chat, you will come across instances where you would need to note something down - whether it is user feedback, bug reports, feature requests, a promise that you make for the future, an offer that you...

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By Jitta Rao

updated about 3 hours ago

See what visitors are typing in real-time

The "Sneak-Peek" feature in Gist allows you to see incoming chats from visitors and customers in real time.  Activate Message Sneak-Peek Activating the Sneak-Peak feature is simple.  After you log into your Gist workspace, go to settings. On the...

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By Jitta Rao

updated about 3 hours ago