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Show records enabled for unified routing in inbox

Important

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Enabled for Public preview Early access General availability
Users by admins, makers, or analysts - - Jan 31, 2024

Business value

Help your agents increase their productivity by giving them the ability to manage their work from the inbox. The inbox displays the unified routing enabled records, alongside cases, emails, voicemails, asynchronous chats, live chats, and voice calls in a single view so that agents can increase their productivity.

Feature details

The inbox now displays records enabled for routing, offering agents a centralized view to efficiently manage their workload. Administrators can configure inbox views for records enabled for routing such as lead, appointment, or task.

See also

Configure the inbox (docs)