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

# Inbox and triage (Grio CX)

> Manage conversations and triage new ones

## Using the Inbox

<img src="https://mintcdn.com/jengolabs/JROncRB-ueYfPkKv/images/default-jen.svg?fit=max&auto=format&n=JROncRB-ueYfPkKv&q=85&s=45176ab1da6e703b47a8b53efef0db2e" alt="Inbox with filters, or conversation with tags and assignee" width="800" height="450" data-path="images/default-jen.svg" />

* **Inbox** shows all conversations from connected channels (email, chat, etc.).
* Filter by **channel**, **status** (Open, Pending, Escalated, Resolved), **assignee**, or **tags**.
* Open a conversation to read the thread, reply, assign to an agent or teammate, update status, or add tags.
* Link conversations to contacts or accounts when your setup supports it.

## Triage when a new conversation arrives

When a new conversation appears:

1. Open it and skim the first message.
2. **Tag** it (e.g. by channel: “Email”, “Chat”; or by topic: “Billing”, “Technical”).
3. **Create a task** (e.g. “Triage”) and assign it to yourself or a teammate if you want a human to handle it.
4. **Assign** the conversation to an **agent** or a **team** so the right party replies. Agents use your Knowledge base and can run workflows (e.g. send welcome, ask first question, route by country).
5. Set **status** (e.g. Open, Pending) so your team can see what’s in progress.

## Let the agent triage

If an **agent** is set to handle new conversations (e.g. in channel settings or Inbox rules):

* The agent can send a welcome or first question, tag the conversation, create a task, or assign to a team based on **Behaviour** and **Workflows**.
* You can still take over: open the conversation, reply yourself, or reassign. Monitor in Inbox and **Tasks** to step in when needed.

## Routing by keyword, channel, or contact

Use **Workflows** or agent configuration to:

* **Keyword in message** — e.g. “refund” → tag “Urgent”, notify agent, or assign to a team.
* **Channel** — e.g. email → tag “Email”; chat → tag “Chat”.
* **Contact** — e.g. country or plan from contact profile → route to the right team or send a specific message.

Configure these in **Agents** → **Persona** (Workflows, Behaviour) or in your **Workflows** list.
