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Inbox

The Inbox in the client dashboard enhances the way businesses can communicate with their clients. Businesses can use Moxo's Broadcast feature to send broadcasts to each client's inbox in their client dashboard. The Inbox is designed for general announcements, such as product updates, newsletters, and other broadcast content. 

 

Broadcasts sent to a client’s Inbox will appear directly in their Inbox, without showing up in the 1:1 workspace. This allows you to turn off the My Team or 1:1 workspaces in the client portal, while still using broadcasts to communicate effectively.

Note that the Inbox is designed for one-way communication—clients can view messages and files shared by the business but cannot reply or modify the content. You can also schedule broadcasts to be delivered to the Inbox at a later time.

 

Inbox Configuration in the Admin Portal

In the client portal, the Inbox is visible to all client users (if enabled by their portal admin), even when it's empty. It remains a part of their dashboard.

To access the Inbox in the admin portal:

  1. Enter the Admin portal.
  2. Navigate to the Client Portal section in the left-side menu, and select Client Dashboard
  3. Click on the Inbox section of the page, below the 'Your Flows' section and above the 'Groups & Topics' section. 



Admins have full control over the customization of the Inbox. Customize the name and description of the Inbox, as well as upload a cover image for branding or user experience purposes. Admins can also choose which internal users are permitted to send broadcast messages to client inboxes, ensuring that communication permissions are managed accurately. 

 

Configuring the Inbox

To configure the Inbox feature: 

  1. Click on Configure in the Inbox section. 
  2. You will be redirected to the Client Inbox tab under the Modules section.



  3. Set up the Inbox Name and provide an appropriate Inbox Description.
  4. Upload a square logo (JPG or PNG format, 80 pixels or larger) for the Inbox Bot Icon.
  5. Preview the Inbox setup on the right-hand side. 
  6. Click Save Changes to apply the configuration. 

 

Sending a Broadcast to Inbox

The Broadcast to Inbox feature allows admins and internal users (with permissions) to broadcast messages and files to one or multiple clients directly into their Inbox.

Accessing the Broadcast section:

  1. Click on the Manage section from the top navigation bar.
  2. Navigate to the Broadcast tab, then click on +New Broadcast.



  3. Fill in your broadcast details: 
    • Broadcast Content: Add a customizable message and attach documents, such as invoices, receipts, or other files from your desktop, library, or the available options in the 'Add Attachment' dropdown menu.



    • Broadcast Name: Enter a broadcast name (up to 50 characters).



    • Send To: Select either a User List, Specific Users, Client Distribution List, or All Clients. 
      • To note: All Clients and Client Distribution List options are only shown to admin users.



    • Delivery Channel: Select Inbox to send the broadcast directly to the Inbox, or choose One-on-One Workspace to send the content there.



      • If 'Send To' is set to User List or Specific Users, the delivery channel options are 1:1 or Inbox. 
      • If 'Send To' is set to All Clients or Client Distribution List, the only available delivery channel is Inbox. 
      • If 'Send To' option is changed, reset the delivery channel if the new combination is invalid. 
    • Broadcast Time: Send an instant broadcast or schedule a time for the broadcast to go out. Select between Instant or Scheduled.



      • If you choose 'Scheduled', then set a suitable date, time, and timezone for the broadcast.



  4. Once all details are filled, click Create to send the broadcast message to the Inbox. 

Click here to learn more about how to manage Broadcasts.

 

Setting Permissions for Inbox Broadcasts

  1. Go the Admin Portal, and click on the Permissions tab in the left-side menu. 
  2. Locate the Broadcast to Inbox section in the Permissions page. 
  3. Assign Broadcast permissions to the desired internal users. 
  4. Save changes to update permissions. 

 

Inbox Usage Conditions

When client users interact with the Inbox in their dashboards, there are a few key user experience points to note: 

  • Clients will be able to: 
    • View messages and download files. 
    • Copy content (messages or documents) into another flow workspace to engage with it. 
  • Clients will not be able to: 
    • Add or modify files or messages in the Inbox. 
    • Comment or interact with content. 
    • View settings, members, bookmarks, or call options. 
  • Notifications: Clients will be notified via push notifications when new content is added to their Inbox, following the same notification logic used for other workspaces.