The Inbox: all client messages in one place

• Standard plan and above

The Inbox collects messages from clients on every channel you connect, so you can answer them from Osvio instead of switching between apps. It sits in the sidebar between Calendar and Orders. It's available on the Standard plan and above.

Before you start

Connect at least one channel in Settings → Channels. Until you do, the Inbox says "Connect Telegram, Instagram, WhatsApp or Viber to see client messages here." Instagram, WhatsApp and Viber aren't available to every account yet. See Connect messaging channels.

Read and reply

• Conversations are listed on the left. Search by name, @handle or email, and use the filters All, Unread, Not linked and Archived.
• Open a conversation and write in the box: press Enter to send and Shift+Enter for a new line. Use Attach files to add files.
• If a message fails to send, select Retry.
• Use Archive to tidy a finished conversation away. Move back to inbox brings it back.

Link a conversation to a client

A conversation shows "Not linked to a client" until it is connected to one. Select Link to client and pick who it is; their next messages then link automatically. Osvio also suggests Possible matches when a sender shares a contact detail (the same email, phone number or handle) with someone you know, and nothing is linked until you choose.

A linked conversation appears in the client's timeline and under Conversations on their card. See Clients: see where each client stands. To undo it, select Unlink from client.

The details panel

Details shows who the person is to you: their galleries, shoots and recent activity, and a link to the full timeline.

Block a sender

Choose Block sender from More actions to hide a sender. New messages from them stop appearing in your Inbox and don't notify you. This only hides them in Osvio; nothing is done on the messaging platform. You'll find them under Blocked, where you can Unblock them.

Channel rules to know

Instagram and WhatsApp aren't available to every account yet. When they are, these rules apply:

• WhatsApp: you can reply freely within 24 hours of the client's last message. After that, only an approved template can restart the conversation (Send a template).
• Instagram: you can reply within 7 days of the client's last message.

A countdown such as "The reply window closes in 3 h" tells you when a window is about to close.

Related articles

• Connect messaging channels Standard plan and above Connect email or Telegram so client messages arrive in your Inbox (Instagram, WhatsApp and Viber are coming soon), and disconnect a channel when you need to.
• Follow-ups and private notes on a conversation Standard plan and above Set a reminder to come back to a conversation and keep private notes about it. Neither is ever sent to the client.
• Clients: see where each client stands The Clients area keeps your clients, their galleries and shoots together and shows who needs you now: a selection waiting, a gallery expiring or a reminder due.