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Manage Conversations as a Team

Use the unified inbox to manage all customer communication in one place so your team can respond clearly without overlap or missed messages.

Conversations in Kyrios bring all communication into one place. Your team can see messages, respond, and track activity without relying on separate inboxes or individual memory.


Why this matters

Without a shared system, communication breaks fast:

  • messages live in personal inboxes

  • no one knows who replied

  • follow-up gets missed

  • customers get inconsistent responses

Which turns into: “I thought someone handled that”

The unified inbox fixes this. Everyone works from the same place.


What you will do

You will:

  1. Understand how the Team Inbox works

  2. Know how conversations are assigned

  3. Use filters to manage communication

  4. Understand internal communication inside conversations


Where to go

Click Conversations in the main navigation.

This is your unified inbox.


Step 1 — Understand the Team Inbox

By default, you will see the Team Inbox.

This shows:

  • all conversations

  • across all channels

  • for all contacts

This includes:

  • email

  • SMS

  • social messaging (Facebook, Instagram, etc.)

Everything lives in one place.


Step 2 — Understand My Inbox

You can switch to My Inbox.

This shows conversations where you are:

  • the assigned user (owner)

  • a follower of the contact

This helps each user focus on what they are responsible for.


Step 3 — Understand conversation ownership

Conversations are tied to contacts.

Responsibility is based on:

  • the assigned user (owner of the contact)

  • followers (team members watching the contact)

This is how the system determines who should respond.


Step 4 — Use internal chat

Inside each conversation, you can add internal messages.

These are:

  • visible only to your team

  • not sent to the customer

Use internal chat to:

  • leave notes

  • coordinate responses

  • ask questions

  • give context

This keeps communication inside the system instead of scattered across Slack, text messages, or hallway conversations.


Step 5 — Use filters to stay organized

Conversations can be filtered by:

  • channel (email, SMS, social)

  • status

  • assigned user

  • custom views

You can also create custom views to match how your team works. This keeps the inbox manageable as volume increases.


Step 6 — See everything in one thread

Each contact has a single conversation thread.

This includes:

  • all messages

  • notes

  • tasks

  • activity

This means anyone on your team can open a contact and immediately understand:

  • what has been said

  • what has happened

  • what needs to happen next


What happens next

Once conversations are managed as a team:

  • no messages are hidden in personal inboxes

  • responses are consistent

  • follow-up is visible

  • multiple people can support the same contact without confusion

You are no longer relying on individuals to “remember what happened.”


Where to look

You can monitor communication in:

  • Conversations → Team Inbox

  • Conversations → My Inbox

  • Contact records (conversation thread)


Helpful resources


What to ignore for now

You do not need:

  • automation inside conversations

  • AI follow-up tools

  • advanced messaging channels

  • snippets and templates

Those are useful later. Right now, the goal is simple: make sure your team sees and manages communication in one place.


Important note

If conversations stay in personal inboxes, the system breaks. The team inbox only works if communication lives there.

Open your Conversations tab. Look at what’s active. Now imagine your entire team seeing the same thing and responding from one place.

That’s how communication stops depending on individuals and starts working as a system.

And you go from: “I need to check messages everywhere”

to: “The team works from one place”

That’s how communication stops being a bottleneck.

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