Dashboard Overview
The Dashboard is your home base in Heroic Inbox. It shows all your connected mailboxes and their current status.
Understanding the Dashboard
When you open Heroic Inbox, you’ll see cards for each connected mailbox.
Heading:
- “Heroic Inbox / Dashboard”
- Subtitle: “Manage your email accounts and conversations”
Each Mailbox Card Shows:
- Mailbox name (e.g., “Sunshine Apparel Support”)
- Email address
- Folder counts with badges
- ⋮ (three dots) menu for settings
Folder Structure
Each mailbox has organized folders to help you manage tickets:
Inbox
- New tickets that haven’t been assigned
- All team members with access can see these
- Badge shows count (e.g., 24)
Mine
- Tickets assigned specifically to you
- Your personal queue
- Only you can see these (plus Admins/Managers)
- Badge shows count (e.g., 8)
Assigned
- Tickets assigned to other team members
- Managers can see all assigned tickets
- Helps track team workload
- Badge shows count (e.g., 12)
Closed
- Resolved tickets
- Archived but can be reopened
Spam
- Junk or irrelevant emails
- Hidden from main view
Draft (shows only if you have draft replies)
- Unsent replies saved as drafts
- Badge shows count
Accessing Tickets:
- Click any folder name to view tickets in that category
- Click on a ticket to open the full conversation
Ticket Lifecycle & Statuses
Understanding ticket statuses helps you manage your support workflow effectively.
Available Statuses
Open
- Default status for new tickets
- Customer is waiting for a response
- Your primary action queue
- Color: Green dot
Pending
- Waiting on the customer to respond
- Or waiting on another department
- Not urgent, but not resolved
- Color: Yellow/Amber dot
Closed
- Issue is resolved
- Customer has been helped
- Ticket is archived
- Color: Gray dot
Spam
- Junk or irrelevant emails
- Automatically hidden from main view
- Color: Red dot
Composing & Replying
To send a reply:
- Scroll to bottom of ticket or click “Reply” button in toolbar
- The reply editor appears with rich text formatting
- Toggle between “Reply to [Customer Name]” and “Internal Note”
Reply Type Toggle:
- Mail icon = Reply to Customer (sends email)
- Tag icon = Internal Note (team only, customer never sees)
- Type your response in the editor
- Use the formatting toolbar:
- Bold, Italic, Underline
- Bullet lists
- Numbered lists
- Insert links
- Blockquotes
- Click “Send Reply” button
Collaboration Tools
See when other team members are viewing or working on the same ticket in real-time.
How Collision Detection Works
When someone is viewing:
- Blue banner appears at top of ticket
- Shows: “User is viewing this ticket”
- Eye icon
- Helps you know someone else is aware of this ticket
When someone is typing:
- Orange/amber animated banner appears (pulsing/animated)
- Shows: “User is writing a reply…”
- Pencil icon with animated typing dots
- Three bouncing dots animation
- Warns you someone is actively composing
Multiple users:
- Shows all active users
- Example: “3 users are viewing: User 1, User 2, User 3″
- Both viewing and typing users listed
Reply Protection
Collision detection prevents duplicate responses to customers.
You cannot send a reply if:
- Another agent is actively typing
- Red warning banner appears
- Message: “Cannot send reply – User is currently writing a response”
- “Send Reply” button is disabled
Why this helps:
- Prevents sending duplicate replies to customers
- Avoids confusion and contradictory answers
- Saves time by not repeating work
- Ensures coordinated team responses
What to do:
- Wait for the other agent to finish and send
- Send an internal note asking if they’re handling it
- Or coordinate via internal notes: “I’ll handle this one”
- Reach out directly to the team member
Productivity Features
Saved Replies
Create reusable message templates to respond instantly to common questions.
What are Saved Replies?
- Pre-written message templates for frequently asked questions
- Insert with one click into your replies
- Save hours of typing repetitive responses
- Maintain consistency across your team’s responses
- Can include formatting, links, and placeholders
Benefits:
- Answer common questions in seconds
- Ensure accurate information every time
- Train new agents faster
- Maintain brand voice consistency
Creating Saved Replies
To create a new saved reply:
- Go to Mailbox Settings → Saved Replies tab
- Click “Add New Saved Reply” button
- Fill in the form:
Title (Required)
- Give it a descriptive name
- Examples: “Shipping Info”, “Return Policy”, “Size Guide”
- This is what you’ll search for when inserting
Content (Required)
- Write your template message
- Use the rich text editor for formatting
- Add links, lists, and styling
- Include placeholders if needed
- Click “Save” button
Using Saved Replies
To insert a saved reply into your message:
- Open a ticket and start composing a reply
- Click the “Saved Replies” button in the reply editor toolbar
- Saved Replies picker modal opens
- Search or browse your saved replies:
- Type in search box to filter by title/content
- Browse the list of templates
- Click on a saved reply to select it
- The content is inserted into your reply editor
- Customize the response if needed
- Click “Send Reply”
Tags
Organize and categorize tickets with custom tags for easy filtering and reporting.
What are Tags?
- Custom labels you create to categorize tickets
- Multiple tags per ticket
- Filter tickets by tag
- Report on ticket categories
- Workflow automation based on tags
Common Use Cases:
- Categorize by topic (Shipping, Refunds, Product Quality)
- Mark priority (Urgent, VIP, Follow-up)
- Track issues (Bug Report, Feature Request)
- Department routing (Billing, Technical, Sales)
Adding Tags to Tickets
To add a tag:
- Open a ticket
- Click the Tag button in the toolbar (tag icon)
- Popup opens with input field
- Type your tag name (e.g., “Refund Request”)
- Press Enter or click “Add”
- Tag appears as a colored badge on the ticket
Existing tags display:
- Shown as colored pill badges
- X button to remove each tag
- Tags persist across ticket view and list
Removing Tags
To remove a tag:
- Click the Tag button on the ticket
- In the popup, click the X on the tag you want to remove
- Tag is removed immediately