How to create and use sub-inboxes
Use sub-inboxes to separate teams, brands, channels, or workflows inside one Crisp workspace.
Sub-inboxes help you keep conversations organized without splitting your whole support operation across multiple tools. They are useful when different teams need their own queue, visibility rules, or routing logic while still working from the same Crisp workspace.
| Sub-inboxes are especially useful when one main inbox is no longer enough for your daily workflow.
What sub-inboxes are forWenig LeserHow do chat transcripts work
Chat transcripts are email copies of a conversation that can be sent automatically or manually after an exchange.
Transcripts are useful when customers or agents need a record of what was discussed. Crisp can send them automatically after a conversation becomes inactive, and you can also trigger them manually when needed.
Understand what a transcript is
A transcript is an email that contains the content of a previous conversation.
 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, then go to ****SettinWenig LeserKeyboard shortcuts for your Crisp Inbox
Keyboard shortcuts help you move faster in the Inbox when you handle a lot of conversations every day.
Crisp includes built-in shortcuts for search, navigation, sending, resolving, editing, and private notes. If you rely heavily on the keyboard, learning a few of these can save a lot of clicks over time.
| Inbox shortcuts work on the currently open conversation. In most cases, the composer needs to be focused for them to apply.
Main Inbox shortcuts
`CONTROL` refers to the CoWenig LeserWhere to find my Website ID
Every workspace in Crisp has its own Website ID, which is used as a unique technical identifier.
You may be asked for the Website ID during support, billing, setup, or code-related tasks. It identifies the workspace precisely, which is why it is often safer to rely on it than on the visible workspace name.
|| Every workspace has a unique Website ID.
Find the Website ID
To copy it from the Crisp app:
Open Settings.
Go to ****Settings → Workspace Settings → Setup & InWenig LeserHow 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.
__ThiWenig LeserHow 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 team, but never to tWenig LeserHow to add a spell-checker for Crisp messages
Add a browser spell-checker to the Crisp web app so your team can catch typos and grammar mistakes before sending messages.
Crisp works well with browser-based writing assistants. If you want extra help while writing replies, the easiest option is to install a spell-checker extension in the browser you use for https://app.crisp.chat.
| The tools below are third-party extensions. You can use any spell-checker you prefer, as long as it supports your browser andWenig LeserFile 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 → `` 3MBWenig LeserHow to add conversation participants (CC recipients)
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 the plan.
__CurrentWenig LeserHow do Reminders work
Use reminders to bring a conversation back at the right time, with a note attached for you or your team.
Reminders are useful when a conversation needs a follow-up later rather than right now. They let you schedule a reminder directly from the conversation, along with the note you want to receive when the reminder fires.
| When a reminder fires, the conversation is automatically moved back out of the resolved state so it is easier to notice and handle.
Schedule a reminder
You canWenig LeserGetting 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 walWenig LeserHow 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 the article you wanWenig LeserHow does video and audio chat work
Use audio and video calls to talk directly with visitors while they are active on your website.
Crisp lets agents start browser-based audio or video calls from a conversation when the visitor is online and supported by a compatible setup. This can be useful for troubleshooting, guided onboarding, or any situation where text is too slow.
| Audio and video calls are available from Crisp Essentials.
Start a call from a conversation
Calls are launched directly from the conversation heWenig LeserHow to import / export message shortcuts
Importing and exporting message shortcuts makes it easier to standardize replies across teams and workspaces.
If your shortcut library is growing, CSV import and export become very useful. Exports help you back up or reuse your shortcuts elsewhere, while imports let you add many replies at once or migrate canned messages from another tool.
If you are new to shortcuts, start with [How can I use Shortcut replies / Canned messages?](https://help.crisp.chat/en/article/how-can-i-use-shortcut-reWenig LeserHow does Operator routing & assignation work
Use Routing to assign conversations to the right agent and keep ownership clear inside the Inbox.
Routing helps teams distribute conversations more cleanly as volume grows. Whether you assign conversations manually or let Crisp do it automatically, the goal is the same: make sure the right person is notified and responsible for the reply.
| Routing is available on Crisp Essentials and Plus.
How assignment works
Routing works at the conversation level. In practice, a conversation iWenig LeserHow are conversations ordered in the inbox
The Inbox does not sort every conversation the same way. Status comes first, then recency within each status bucket.
Understanding the native ordering helps teams review conversations more consistently, especially when several people work from the same queue. Crisp uses a status-first model, then orders conversations by their latest activity inside each status group.
Understand the default order
Conversations are first grouped by status, then ordered by their last updated time.
__Wenig LeserHow does Crisp enrich usernames, avatars and social profiles
When Crisp enriches a contact profile, it uses public information associated with the visitor's email address to guess useful identity details.
This is why you may sometimes see an avatar, full name, biography, or social profiles appear in a conversation even if the customer never filled all of that in directly inside Crisp.
![Enriched contact profile shown inside a conversation](https://storage.crisp.chat/users/helpdesk/website/-/7/7/3/a/773a26c1d2849000/57d53589-1f17-4cd8-94cc-5462fb_14kWenig LeserHow 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 ****Settings → WorksWenig LeserHow 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-inboWenig LeserHow 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 Text*`
Underline
Use `` `Wenig LeserHow 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 ways:
TyWenig LeserHow 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
Before the delete optioWenig LeserHow to create and send an email from the inbox
Start an outbound email conversation directly from the Crisp Inbox when you need to contact a customer first.
Crisp is not limited to incoming conversations. You can also create a new email conversation yourself from the Inbox, which is useful for follow-ups, manual outreach, or continuing an existing customer relationship from one shared workspace.
| This feature is meant for conversational email, such as one-to-one follow-ups or small recipient groups. For bulk sends, use [Campaigns](httWenig LeserHow do to fix browser notifications issues
Restore browser notifications for Crisp when they were blocked or dismissed earlier.
If browser notifications do not appear in Crisp, the issue is often the permission previously set in your browser for https://app.crisp.chat. The fix is usually just to reopen that site permission and allow notifications again.
Google Chrome
Open https://app.crisp.chat in Chrome, click the site controls icon next to the URL, and check theWenig LeserHow 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 relates to one specifWenig LeserHow to create custom filters for my conversations
Custom filters let you build your own Inbox views based on the criteria that matter to your team.
When the built-in filters are not enough, custom filters help you create highly specific views of your conversations. They are useful for lead qualification, regional queues, language-based monitoring, or any operational workflow that depends on data already present in Crisp.
| Custom filters are available on all plans.
Open the filter builder
From the Inbox, open the filters area atWenig Leser