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How to create and manage sub-inboxes in Crisp

This article explains how to create and manage sub-inboxes to organize teams, departments, brands, and support workflows inside one Crisp workspace.


Sub-inboxes help you separate conversations into dedicated queues without splitting your support operation across multiple workspaces or tools.


Each sub-inbox can have its own name, members, access rules, and routing conditions. You can also search, reorder, and duplicate sub-inboxes as your support organization grows.


In this guide, you will learn how to:


What are sub-inboxes


A sub-inbox is an additional conversation queue inside your Crisp workspace.


It behaves much like the main inbox, but it can have its own:


  • Name and icon → make the inbox easy to recognize
  • Access settings → control which operators can see and use it
  • Routing conditions → decide which new conversations should enter it
  • Priority → determine which sub-inbox should receive a conversation when several conditions overlap


Sub-inboxes view from the sidebar


Sub-inboxes help each team focus on the conversations that are relevant to them while keeping everyone inside the same Crisp workspace.


Common use cases include:

  • Department separation → keep Sales, Billing, Support, and Technical conversations in separate queues
  • Escalation management → move advanced or sensitive cases to a specialist team
  • Customer segmentation → create dedicated inboxes for VIP customers or specific plans
  • Brand or regional support → separate conversations by brand, language, or country
  • Channel organization → isolate conversations from a specific channel or source
  • Operational workflows → organize onboarding, partnerships, refunds, or customer success requests


Sub-inboxes are especially useful when one main inbox is no longer enough for your daily support workflow.


If you only need to display different chatboxes across sections of your website, use a different setup. Read How can I separate my chatbox in sub-sections?.


When should you use sub-inboxes


Sub-inboxes work best when each one has a clear operational responsibility.


Separate teams or departments


Create a sub-inbox when different teams should not work from the same daily queue.


For example:

  • Sales
  • Customer Support
  • Billing
  • Technical Support
  • Customer Success


Each team can focus on its own conversations without being distracted by unrelated requests.


Handle escalations


A dedicated escalation inbox helps specialists or supervisors focus on conversations that require deeper expertise or additional permissions.


For example, your main support team can move technical cases into a dedicated Technical Escalation sub-inbox.


Organize premium or strategic customers


You can route VIP customers, enterprise accounts, or specific customer segments into a dedicated queue.


This helps your team prioritize those conversations and control which operators can access them.


Separate brands, regions, or languages


Sub-inboxes can also help teams managing several brands, markets, or languages from one workspace.


For example:

  • French Support
  • English Support
  • Brand A
  • Brand B
  • European Customers
  • North American Customers


Build specialized workflows


You can create sub-inboxes for specific processes such as:


  • Refund requests
  • Product onboarding
  • Partnership requests
  • Account cancellations
  • Security reviews
  • Lead qualification


Avoid creating a new sub-inbox for every minor category. Each inbox should represent a clear team, workflow, or responsibility.


Open the Sub-Inboxes settings


To access your sub-inboxes:


  1. Open Crisp
  2. Go to Settings
  3. Open Inbox Settings
  4. Select Sub-Inboxes


Open and manage sub-inboxes in Crisp


From this page, you can:


  • Search for an existing sub-inbox
  • Add a new sub-inbox
  • Open and edit its settings
  • Reorder sub-inboxes with drag-and-drop
  • Duplicate an existing sub-inbox
  • Review the priority of your routing conditions


The position of each sub-inbox matters when several inboxes use overlapping conditions.


Create and configure a sub-inbox


From Settings → Inbox Settings → Sub-Inboxes, click Add Sub-Inbox.


Each sub-inbox now opens on its own dedicated configuration screen.


Configure a sub-inbox in Crisp


The setup is divided into three main sections:


  • Details → define the name and icon
  • Access → choose who can see and use the sub-inbox
  • Conditions → define which conversations should enter it automatically


Configure the details


Choose a clear name and icon that help operators immediately understand the purpose of the inbox.


For example:


  • 💎 VIP
  • 🤝 Sales
  • 🤖 Technical Support
  • 🎓 Onboarding
  • 💸 Refunds


Keep names short and consistent across your workspace.


Configure access


Choose whether the sub-inbox should be public or private.


If the sub-inbox is private, select the operators who should be able to see it and access its conversations.


You can use the operator search field to quickly find a teammate in larger workspaces.


Configure conditions


Add the rules that determine which new conversations should enter the sub-inbox.


Once your setup is ready, click Save Sub-Inbox.


Conditions apply to new matching conversations. Conversations created before the sub-inbox was configured do not move there automatically.


Control access to a sub-inbox


Access settings determine which operators can see the sub-inbox and open its conversations.


Public access


Use public access when the sub-inbox should be available broadly to your support team.


This can be useful for shared operational queues such as:


  • General Support
  • Sales
  • Customer Success
  • Onboarding


Private access


Use private access when the inbox should only be visible to selected operators.


For example:


  • Billing disputes
  • Security requests
  • VIP customers
  • Management escalations
  • Sensitive account issues


When private access is selected, use the operator list to choose the teammates who should have access.


Choose operators who can access a private sub-inbox


Only selected operators will see the private sub-inbox in their sidebar and be able to access its conversations.


Review private inbox membership regularly when operators change teams or responsibilities.


Route conversations with conditions


Conditions decide which new conversations should automatically enter a sub-inbox.


You can build conditions using information such as:


  • Customer country or location
  • Conversation segments
  • Customer data
  • Language
  • Channel or source
  • Other conversation or user attributes available in Crisp


Choose how conditions should match


You can choose between two matching modes:


  • All Conditions Must Match → every condition must be true
  • Any Condition Can Match → at least one condition must be true


For example, a French VIP inbox could require:


  • Country equals France
  • Conversation segment equals VIP


With All Conditions Must Match, only conversations matching both conditions enter the sub-inbox.


With Any Condition Can Match, conversations matching either condition can enter it.


Configure routing conditions for a Crisp sub-inbox


You can add up to 20 conditions to a sub-inbox rule. Each condition can contain up to 20 values.


This lets you build more precise logic when routing conversations across several countries, segments, languages, or customer profiles.


Understand condition priority


A conversation should only enter one sub-inbox automatically.


When several sub-inboxes contain overlapping conditions, Crisp uses their order to determine which one has priority.


Place your most specific sub-inboxes higher in the list and broader fallback inboxes lower.


For example:


  1. French VIP Customers
  2. All VIP Customers
  3. French Support
  4. General Support


In this setup, a French VIP customer should match the most specific inbox before broader rules are considered.


Review the order whenever you create or duplicate a sub-inbox with conditions that overlap existing rules.


For related routing features, read:



Route conversations to sub-inboxes with Hugo AI Agent


Sub-inbox conditions are useful when routing can rely on structured information such as customer data, segments, country, language, or channel.


When the destination depends on what the customer is asking during the conversation, you can use Hugo Routing instead.


Hugo can understand the intent, topic, or situation described by the customer, then move the conversation to the appropriate sub-inbox.


For example, Hugo can route conversations when:

  • A customer asks for a refund or payment adjustment
  • A prospect requests a product demo
  • A user reports a technical issue
  • A customer wants to cancel or downgrade
  • A request requires a specialist or dedicated support team
  • The conversation needs to be escalated to a human


Create a Hugo routing rule


To route a conversation to a sub-inbox with Hugo:


  1. Open Crisp
  2. Go to AI Agent → Guidance → Routing
  3. Click New
  4. Give the routing rule a clear name
  5. Describe the situation Hugo should detect
  6. Select Inbox as the routing action
  7. Choose the destination sub-inbox
  8. Save and enable the rule


Route Hugo AI Agent conversations to a Crisp sub-inbox


For example, a routing rule could detect:


The customer asks for a refund, disputes a payment, or requests a billing adjustment.


You can then select Inbox and route matching conversations to your Billing or Refunds sub-inbox.


When Hugo detects the described situation, the conversation is moved to the selected sub-inbox so the right team can continue handling it.


Route escalated conversations


Hugo also includes a built-in Escalation rule.


Use this rule when you want conversations requiring human assistance to be moved to a specific sub-inbox, such as:


  • General Support
  • Technical Escalations
  • Billing
  • VIP Support


For more specific situations, create separate routing rules and choose the relevant sub-inbox for each one.


Describe the situation Hugo should detect, not the answer it should send. Use Hugo Instructions to control how Hugo communicates and behaves.


Sub-inbox conditions vs Hugo Routing


Method

Best used for

Sub-inbox conditions

Routing based on structured data such as segments, country, language, or custom data

Hugo Routing

Routing based on the meaning, intent, topic, or tone of the conversation

Operator Routing

Assigning the conversation to a specific human operator after it reaches an inbox


These methods can work together.


For example:


  1. Hugo detects that a customer is asking for a refund
  2. Hugo moves the conversation to the Billing sub-inbox
  3. Operator Routing assigns it to an available billing specialist


To learn how to create effective AI routing rules, read How does Hugo Routing work?.


Search, reorder, and duplicate sub-inboxes


The Sub-Inboxes settings include tools to help you manage larger setups.


Search for a sub-inbox


Use the search bar at the top of the page to quickly find a sub-inbox by name.


This is useful when your workspace contains many teams, regions, or operational queues.


Reorder sub-inboxes


Drag and drop a sub-inbox to change its position.


Reorder Crisp sub-inboxes with drag-and-drop


The order controls routing priority when several sub-inboxes can match the same conversation.


Move specific rules higher and general fallback rules lower.


Duplicate a sub-inbox


You can duplicate an existing sub-inbox when you want to reuse a similar setup.


This is useful when creating inboxes that share:


  • Similar access settings
  • The same operator group
  • Related routing conditions
  • A common structure across countries, brands, or teams


After duplicating a sub-inbox, review:


  • Its name and icon
  • Selected operators
  • Public or private access
  • Conditions and values
  • Its position in the priority list


Do not leave duplicated conditions unchanged if they could conflict with the original inbox.


Move an existing conversation to another inbox


You can move an existing conversation manually when it needs to be handled by another team or workflow.


Open the conversation in the Crisp Inbox, then use the inbox routing option to select the destination sub-inbox.


Move a conversation to another Crisp sub-inbox


Manual transfers are useful when:


  • A support request becomes a technical escalation
  • A sales conversation needs to move to Customer Success
  • A billing issue requires a specialist
  • A conversation was initially categorized incorrectly
  • An existing conversation predates a new sub-inbox rule


If the conversation remains assigned to you, it can still appear in your Assigned to me view after being moved.


Automatic sub-inbox conditions do not move older conversations retroactively. Move those conversations manually when needed.


Sub-inboxes vs Operator Routing


Sub-inboxes and routing features solve related but different problems.


Feature

Purpose

Sub-inboxes

Decide where a conversation lives

Operator Routing

Decide which human operator owns the conversation

Automatic Triage

Categorize and organize incoming conversations automatically

Hugo Routing

Let Hugo AI Agent route or escalate conversations using AI logic


For example:


  • A conversation can live in the Technical Support sub-inbox
  • Operator Routing can assign it to a specific technical agent
  • Automatic Triage can add a technical segment
  • Hugo Routing can decide when the AI Agent should escalate it to a human


Many teams use these features together.


To learn more about assigning conversations to teammates, read How to route and assign conversations to operators in Crisp.


Best practices


A good sub-inbox setup should remain easy for operators to understand and maintain.


Give every sub-inbox a clear purpose


Each inbox should represent a clear team, customer group, or workflow.


Avoid creating several inboxes that solve nearly the same problem.


Put specific conditions first


Place inboxes with precise conditions higher in the list.


Keep broad fallback inboxes lower so they do not capture conversations before more relevant rules.


Avoid unnecessary overlaps


Overlapping conditions can make routing harder to understand.


When two inboxes match the same type of conversation, confirm which one should have priority.


Use clear names and icons


Operators should understand the purpose of an inbox without opening its configuration.


Use a consistent naming system across departments, markets, and brands.


Review private access


Make sure only the right operators can access sensitive or specialized conversations.


Update memberships when teammates change roles.


Test with new conversations


After creating or updating conditions, test your setup with new conversations that match and do not match the rule.


Verify that they enter the expected inbox.


Review duplicated inboxes


Duplicating a sub-inbox saves time, but always update its conditions, operators, name, and priority before relying on it.


Frequently Asked Questions


Still have questions which were not covered in this article? Here is a collection of the most frequently asked questions on this topic.


If I am a member of a sub-inbox, can I access all conversations in it?


Yes. Operators with access to a sub-inbox can open the conversations that belong to it.


If a private sub-inbox does not include you, you cannot open its conversations and will not receive its notifications.


Who can create, manage, or delete sub-inboxes?


Only workspace owners can create, configure, duplicate, reorder, or remove sub-inboxes.


Owners can also manage access and define the conditions used to route conversations.


Does sub-inbox order affect conversation routing?


Yes. When several sub-inboxes have overlapping conditions, their position determines which inbox has priority.


Place your most specific conditions higher in the list and broader fallback conditions lower.


Can I search for a sub-inbox?


Yes. Use the search field in Settings → Inbox Settings → Sub-Inboxes to find an inbox by name.


Do existing conversations move automatically when I create a sub-inbox?


No. Sub-inbox conditions apply to new matching conversations. Existing conversations must be moved manually.


What happens if a sub-inbox is deleted?


Deleting a sub-inbox does not delete its conversations.


Its conversations are merged back into the main inbox.


Can I see every conversation from every inbox in one global view?


There is no global view that merges all inboxes into one queue.


However, conversations assigned to you can still appear in your Assigned to me view, even when they live in different sub-inboxes.

Updated on: 21/07/2026

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