Crisp Inbox quickstart
Getting started with the Crisp Inbox
Learn how the Crisp Inbox works so you can reply faster, collaborate cleanly, and stay organized from day one. The Crisp Inbox is where all your customer conversations come together. Whether you are answering live chat, email, or social messages, this guide will help you understand the core tools that matter most when you start working in Crisp. This guide is the best place to start if you want to learn the Inbox quickly: Watch the Inbox tour → a quick walkthSome readersHow to format Crisp Messages
Use Markdown in Crisp to format replies, notes, and richer message content without leaving the Inbox. Crisp supports a lightweight Markdown syntax for day-to-day messaging. It is useful when you want your replies to be clearer, more structured, or easier to scan. Format text Bold Use **bold** for stronger emphasis. Example: **My Bold Text** Italic Use *italic* for lighter emphasis. Example: `*Italic TexSome readersHow to invite other agents to my Crisp workspace
Invite teammates to your workspace so they can access the Inbox and start collaborating with you. If you want other people on your team to answer conversations, they first need to be invited to the workspace. You can do this directly from the workspace settings by entering their email address and choosing the appropriate role. Invite a teammate Go to Crisp, then open Settings → Workspace Settings → Operators and Teams. ${color}[#Some readersHow to receive emails in Crisp
Forward your support emails into Crisp so your team can manage email conversations from the same Inbox as every other channel. Email support becomes much easier to manage when replies, assignments, notes, and history all live in one shared Inbox. Once forwarding is set up, your team can handle email conversations in Crisp just like chat and messaging conversations. Receiving emails in Crisp requires an existing email provider that supports forwarding. 
Conversation participants let you add extra email recipients to an ongoing conversation, much like CC in traditional email. This is useful when the person you are helping wants a colleague copied into the thread. Once participants are added, email replies from Crisp are sent to them too, so everyone can follow the same conversation without leaving the Inbox. Understand participant limits Participants are available on all plans, but the maximum number depends on theFew readersHow to categorize and route with the Automatic Triage feature
Use Automatic Triage to qualify conversations as soon as they arrive in your Inbox. Triage lets you apply rules the moment a conversation enters Crisp. You can use it to add segments, write custom data, mark messages as spam, or drop unwanted conversations before they clutter your team's queue. Automatic Triage is available on all plans and can be configured from Settings → Inbox Settings → Automatic Triage. Understand the two rule types Automatic Triage isFew readersHow to create a new conversation
You can start a new conversation from the Inbox whenever you already know who you want to contact. This is useful for proactive support, follow-ups, or any case where the conversation should start from your side instead of waiting for the customer to write first. Creating a new conversation is available on all plans. Create a conversation from the Inbox To create a conversation manually, you usually need the contact's basic identity details first. __At minimumFew readersHow 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 willFew readersHow to create conversation threads from the chatbox
Threads let you separate a specific support topic inside a larger conversation timeline when you control the website integration. This is useful when a customer may have several distinct issues over time and you want the timeline to show a clearer beginning and end for each one. Threads are started and ended from your website code through the Crisp JavaScript SDK. Understand what a thread is A thread is a labeled sequence of messages inside a conversation that relaFew readersHow to delete a conversation
Conversations are not deleted automatically in Crisp, but workspace members with the right permissions can remove them manually. Crisp keeps conversation history by default, which is why deletion is an explicit action. If you really need to remove a conversation, you can do it directly from the Inbox interface. Delete a conversation from the list Open Crisp, then go to the conversation list in the Inbox. ${color}[#445055](Two quick wSome readersHow to edit a message once it was sent
You can edit the last message you sent from the Inbox if it is still eligible for editing. This is useful for fixing a typo, adjusting wording, or correcting a small mistake immediately after sending a message. Edit the last message you sent To edit a message: Open the conversation where you just replied. Press the UP arrow on your keyboard. The last sent message opens in edit mode. Update the text. Press ENTER to save the edited version. ![EdiFew readersHow to scale with high volumes of support inquiries
Scale support more cleanly during busy periods by combining organization, self-service, automation, and better team workflows. When conversation volume spikes, adding more people is only part of the answer. The biggest gains usually come from reducing repetitive work, routing conversations better, and giving customers faster ways to resolve simple questions on their own. The most effective setups usually combine several Crisp features together rather than relying on a single tool. __ThisFew readersHow to select and manage multiple conversations in the Crisp Inbox
Learn how to select multiple conversations in the Crisp Inbox and apply actions to all of them at once. Bulk actions help you manage several conversations faster from the Inbox. Instead of opening conversations one by one, you can select multiple conversations and apply the same action to all of them. This is useful when you need to clean your Inbox, resolve many conversations, assign conversations to a teammate, move conversations to another inbox, send the same update to multiple users, leFew readersHow to use private notes
Use private notes to leave internal context inside a conversation without showing anything to the customer. Private notes are one of the simplest collaboration tools in the Crisp Inbox. They let your team store context exactly where it matters, which makes handoffs smoother and avoids losing important internal information between replies. What private notes are for A private note is an internal message added directly inside a conversation. It is visible to your teaFew readers
Receive emails in your Crisp Inbox
How to redirect emails from Gmail to Crisp
Forward your Gmail emails to Crisp so your team can handle email support from the Inbox alongside other channels. Forwarding a Gmail or Google Workspace mailbox to Crisp is one of the easiest ways to centralize support. Once it is set up, incoming emails land in your Inbox, where your team can use assignments, shortcut replies, routing, and all the other collaboration tools already available in Crisp. Watch the setup video Video tutorialSome readersHow to redirect emails from Outlook 365 (Microsoft Office 365) to Crisp
Forward your Microsoft 365 or Outlook mailbox to Crisp so your team can manage email support from the shared Inbox. Once forwarding is enabled, your incoming emails land in Crisp and can be handled alongside live chat and your other connected channels. This is a good way to centralize support and keep email collaboration in the same workspace as the rest of your customer conversations. Get your Crisp forwarding address Open Crisp, thenFew readers
Common questions related to the Crisp Inbox
File extensions and sizes supported with Crisp
File uploads in Crisp are limited by both file size and allowed extension type. Crisp supports uploads across the Inbox, Campaigns, and other products, but not every file type is accepted. The restrictions exist for both security and infrastructure reasons, so it is useful to check them before assuming an upload issue is a bug. Maximum file sizes Current upload limits are: Default limit → 10MB CSV files → 10MB GIF files → 3MB (images maySome readersHow to configure the Spam inbox and retrieve emails
Enable the Spam inbox if you want suspicious emails to be isolated for review instead of mixing with your main queue. Crisp already blocks the most severe email abuse automatically, but some suspicious emails can still be delivered into a reviewable Spam inbox. This gives your team a safer way to inspect questionable messages without letting them clutter the main Inbox. What goes to the Spam inbox The Spam inbox is meant for emails that look suspicious but are stilFew readersHow to delete a workspace
Delete a workspace only when you are absolutely sure it is the right one, because the action is permanent. Removing a Crisp workspace deletes its data and cancels any active subscription attached to it. Before doing it, make sure you are the workspace owner, that every other agent has been removed, and that you are acting on the correct workspace. Deleting a workspace is irreversible. Once confirmed, its data cannot be recovered. Check the prerequisites BeforeFew readersHow to Find Your Crisp Website ID
This article explains how to find and copy the unique Website ID connected to your Crisp workspace. Every Crisp workspace has its own Website ID. This technical identifier is used when installing the Crisp chatbox, configuring integrations, generating a direct chatbox link, or identifying a specific workspace. Each Crisp workspace has a unique Website ID, even when several workspaces belong to the same account. Find your Crisp Website ID To find and copy your WeSome readersHow to mention a team member
Mention a teammate inside a private note when you need their attention on a conversation. Mentions are a simple way to bring another agent into a conversation without showing anything to the customer. They work inside private notes, which means your message stays internal while the teammate you mention gets notified. How mentions work To mention someone, start a private note and type @ followed by their username. __You can start a private note in any of these waFew readersHow to remove an agent from my workspace
Removing an agent from a workspace immediately revokes their access to that workspace and its conversations. If someone leaves the team or should no longer access the Inbox, an owner can remove them from the workspace settings. This does not delete their Crisp account globally. It only removes their access to the specific workspace. Only workspace owners can remove agents. Remove an agent from the workspace Open Crisp. Go to **SFew readersHow to share and preview articles with users
Preview a knowledge base article from inside the Inbox before you send it to a customer. When your knowledge base grows, it becomes harder to remember every article perfectly. The preview feature helps agents quickly inspect an article from inside the conversation without opening a new tab, which makes it easier to share the right resource with confidence. Preview an article from the Inbox From the conversation composer, open the knowledge base picker and locate thFew readersHow to split incoming conversations into multiple workspaces
Use multiple Website IDs only when you need truly separate chatboxes on different parts of your site. If your goal is simply to separate teams inside one workspace, sub-inboxes are usually the better option. This guide covers the more advanced setup: showing different Crisp chatboxes on different website sections by loading a different Website ID depending on the current page. Before using this approach, consider [sub-inboxes](https://help.crisp.chat/en/article/how-can-i-create-sub-inboxeFew readers