> ## Documentation Index > Fetch the complete documentation index at: https://docs.ycloud.com/llms.txt > Use this file to discover all available pages before exploring further. # Quick start with Inbox > Helps you quickly familiarize yourself with the Inbox interface and the functions of each area. ## Inbox interface Get to know the Inbox workspace quickly by its different areas. Annotated Inbox workspace showing search, filtering, conversation list, chat, input, and customer details areas ### Inbox search and filtering Enter keywords or set specific conditions to quickly find the conversation or message you need. * **Agent status**: Set your current status to **Away** or **Available**. When your status is Away, conversations are not automatically assigned to you unless special assignment rules are configured. * **Search area**: Use basic search and advanced filtering to quickly find a target customer conversation. * **Filter area**: Filter Inbox conversations by assignment status, tags, and custom filters. * **Options**: Access data analytics and Inbox settings. ### Conversation list View all conversations and quickly switch to the conversation you want to review or continue. You can filter the list by conversation status and sort conversations in different orders. ### Chat area Use the chat area for real-time communication with customers. * **Conversation area**: Displays the conversation history. * **Message input area**: Enter text, emojis, files, templates, and other message content. * **Operation area**: Perform actions such as starring or transferring a conversation. ### Customer details View information about the customer associated with the current conversation, including their name, avatar, and contact information. You can also add tags and edit contact attributes. ## Inbox search and filtering area Use search and filters to quickly find the conversation or message you need. ### Basic search Use **Contact** search to find a customer by phone number, nickname, username, remark name, or contact ID. The search menu also includes **Message** search. To search for a contact, click the search icon beside **Conversation**, select **Contact**, and enter a name or phone number. ### Quick filters Filter Inbox conversations by assignment status, user tags, or custom filters. Each category supports only one selection at a time. ### Custom filters Combine one or more conditions to create a conversation filter and save it as a submenu. Multiple selections are supported within individual conditions. Click the plus icon in the custom filter area to open advanced filtering. Select a condition and configure its rules. To add another condition, click **Add filter**. Multiple filter conditions use AND logic. To delete a condition, hover over it and click the **X** icon. ### Bulk transfer or close conversations Inbox supports transferring or closing multiple conversations at once. Inbox with three conversations selected and the bulk transfer and close actions displayed above the conversation list 1. Hover over a conversation to display its checkbox. 2. Select the conversations you want to process. The number of selected conversations appears on the right side of the page. 3. Complete one of the following actions: * To transfer the conversations, click the transfer button in the upper-right corner and select an agent or the **Unassigned** group. * To close the conversations, click the close button in the upper-right corner. 4. Confirm the action in the dialog. Press **Esc** to clear the current selection. ## Inbox chat area ### Conversation area In Inbox, a **conversation** is the entire communication history between your team and a specific contact. A **message** is one item sent or received within that conversation. Inbox includes conversations from all WhatsApp numbers under your YCloud account, so the same customer may have multiple conversation windows. Check the Inbox name next to the customer name at the top of the chat area to identify the WhatsApp number associated with the conversation. Full Inbox workspace with navigation, conversation list, history and composer #### Conversation status A conversation can be **Open** or **Closed**. The conversation timeline can show the following events: * The conversation was opened by a customer or agent. * Agent A transferred the conversation to Agent B. * An agent starred or unstarred the conversation. * An agent closed the conversation. * The conversation was closed automatically because the customer did not reply again within 24 hours. #### Message status | Status | Description | | - | - | | **Sent** | The message was sent successfully. | | **Delivered** | The message was delivered to the recipient's phone or another connected device. | | **Read** | The recipient has read the message. | | **Send error** | The message could not be sent. Hover over the status to view the error reason. | #### Message actions Hover over a message to display its available action icons, then select the action you need. * **Reply**: Quote the original WhatsApp message in your new message so recipients can clearly see what you are replying to. * **React**: Respond to a message with an emoji reaction such as like, love, surprise, or sadness without sending a text reply. #### Sender Use the avatar next to a message to identify whether it was sent by an **Agent**, **AI Agent**, **API**, or **Inbox automation**. ### Message input area #### Transfer a conversation to yourself When a conversation is assigned to someone else or is unassigned, click **Assign to me** to transfer it to yourself before replying. #### Add message content Use the icons in the chat area to: 1. Add an emoji. 2. Add an attachment. 3. Send a Shop product. 4. Enable input translation. 5. Start a call or ask the customer to call in. Full Inbox showing the location of message composer tools #### Add a canned response Type `/` and select a canned response to add it to the message box. For details, see [Canned response](/en/documentation/inbox/canned-response). #### Send a message Press **Enter** or click **Send** to send the message. ## User information and operations area ### Supported basic actions #### Conversation tags Add tags to the current or a historical conversation. For details, see [Conversation tags](/en/documentation/inbox/conversation-tags). #### Star a customer Click the star icon to mark a high-value customer as a favorite. The customer is then listed under **Starred** in the left sidebar. #### Transfer a conversation Click **Transfer** next to the customer name at the top of the conversation area. Select an assignee from the dropdown list, or enter a name to search for an agent quickly. #### Close a conversation Click **Close** next to the customer name at the top of the conversation area to end the conversation. Its status changes to **Closed**. ## Customer details Click the expand button or the customer avatar to open the customer details panel. From this panel, you can: * **Change the customer remark name**: Click the edit icon next to the customer name. * **Change customer assignment**: Open the assignment dropdown and select an agent or team. * **Add tags**: Find the **Tags** section, click the plus icon, and select an existing tag. * **Edit attributes**: Click the value beside an attribute and enter the updated value. Click outside the field or press **Enter** to save. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.