---
title: "💻 You've Got Mail! Inbox Setup and Tips"
slug: "youve-got-mail-inbox-setup-and-tips"
updated: 2023-11-15T09:03:58Z
published: 2023-11-15T09:03:58Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# You've Got Mail! Inbox Setup and Tips

[Embedded content](https://www.youtube-nocookie.com/embed/88S3OHGtf3M?rel=0&showinfo=0)

## Summary

Demonstration and discussion of best practices for setting up Inbox in Slate, including tips for setup, testing, automation, and permissions.

*Original Air Date: 03/15/2017*

## Video Topics

| Topic | Timestamp |
| --- | --- |
| Getting Started | 02:56 |
| Step 1: Think About Your Process | 03:48 |
| Step 2: Set Up Inbox Roles for Access | 04:39 |
| Step 3: Create an Inbox Group | 07:00 |
| Step 4: Test Inbox | 08:25 |
| Using Inbox | 09:55 |
| Interface Overview | 11:15 |
| Creating Snippets | 22:57 |
| Automating Inbox | 26:10 |
| Adding the Messages Query Base | 28:00 |
| Actions When Messages Enter Inbox | 28:53 |
| Assigning Emails to Staff | 33:08 |
| Automatically Resolve Messages | 35:20 |
| Automatic Replies | 36:25 |
| Notify Staff | 39:54 |
| Setup Message Forwarding | 41:57 |
| Final Inbox Tips | 44:50 |
| Q&A | 46:00 |