Inbox and communication

The inbox brings direct messages, group conversations, email channels, and website chat into one place.

Channels

Channels bring multiple participants into a single thread. A project discussion, a team standup, or a client-facing update thread can all happen in one...

Conversation activities and history

Every conversation maintains a full activity log and a searchable history. Messages, read receipts , participant changes, and status updates are all...

Conversation delegation

Conversations can be assigned to a specific team member, which routes the conversation to their filtered inbox and sends them a notification.

Custom conversation statuses

Custom statuses label conversations with their current state: open, waiting on a response, resolved, closed, or any other status that fits your workflow.

Direct messages

One-on-one conversations between any two people in your workspace happen in real time, with messages appearing instantly on both sides.

Email channels (IMAP/SMTP)

Any email account that supports IMAP and SMTP can be connected to your workspace, so incoming emails arrive in your inbox and replies go out under your...

Email notifications for conversations

When a new message arrives in a conversation, participants receive an email notification with a preview of the message content.

Gmail integration for inbox

Gmail accounts connect through Google's OAuth sign-in, which means no manual server settings are needed.

Inbound email to task creation

Inbound emails on a connected account can automatically create tasks , so every email that arrives becomes an actionable item without manual entry.

Inbox overview

Direct messages , channels , emails from connected accounts, and website chat all arrive in one inbox.

Linking messenger to wiki

Messenger can surface your public wiki articles to visitors before they start a live chat, so common questions get answered from existing help content...

Messenger customisation

The Messenger widget's appearance can be configured to match your brand, so the chat experience on your website feels like a natural extension of your...

Messenger (website chat widget)

Messenger is a live chat widget that embeds on any website and feeds conversations directly into your inbox .

Setting up messenger

Messenger is a chat widget that sits on your website. Visitors type a message, and the conversation appears in your Plutio inbox .

Snippets

Snippets are pre-saved blocks of content you can insert into any conversation, comment, proposal, contract, or invoice with one click.

Snooze and drafts

Snoozing a conversation removes it from the inbox temporarily and brings it back at a specified time.