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Send each conversation to the right team

Sales, support, studio: set the teams conversations are routed to and who is in them. Delete a team and its conversations stay, just without a team.

Start with EraThe Inbox module

Teams and their members

Each team’s members and open conversations. Routing rules hand a conversation to a team, and within it to a person.

What you can do on Teams

Each is a button or a form in the app; every one is tied to role permissions and logged.

Delete a team

Removes a team, leaving its conversations without one.

Save a team

Adds or edits a team conversations can be routed to.

Set a team’s members

Replaces who is in the team.

How it connects to other modules

Teams is part of the Inbox module and uses the same customer record and permissions.

Inbox

Every channel in one inbox — conversations, replies, teams and who answers.

Customers

Built on it: One record for every customer, shared by every module.

Files

Built on it: Every file you upload, create or receive, in folders with previews.

Tags

Built on it: One shared set of tags for every record, in your own colours.

AI

Built on it: Era, your assistant, and the AI agents you save — they work across every module.

Apps

Built on it: The apps and services you connected, and the updates sent to them.

The Inbox menu in the app

Start from a ready template

Templates that use this screen’s actions or turn this module on.

Questions about Teams

Delete a team, Save a team, Set a team’s members.

It has its own row in the Inbox menu; it is part of the Inbox module and shows while the module is on.

The Inbox module’s role permissions apply here too. Era works within the same permissions; sending and deleting wait for your approval.

Send each conversation to the right team.

Open Era with your own AI subscription or API key. Turn on what you need and add the rest later — the same workspace on Windows and the web.

Start with EraThe Inbox module