Inbox & Contacts
Manage conversations, contacts, labels, saved views, assignments, and segments so teams can keep every customer reply organized. Unifying DMs and emails in one place is only half the battle; managing agent workflow is where real productivity gains are made. In this section, we cover assigning conversations to specific owners, setting up team labels, scheduling auto-replies, and configuring contact attributes. Learn how to sync live customer database records from your e-commerce platform and create advanced filtered segments to run highly targeted marketing broadcasts while avoiding collision issues between support agents. We explain the complete contact lifecycle, custom attribute mapping, saved search filters, conversation snoozing, and how to utilize team notes for background agent collaboration on active cases.
Conversations
Assign, label, snooze, and resolve
Contacts & Segments
Profiles, custom attributes, and segments
Contact Profiles & Custom Attributes
Build rich contact profiles with custom fields, conversation history, CRM data, activity timelines, tags, and segmentation context.
Contact Segments — Advanced Filtering & Targeting
Build dynamic contact segments using multi-condition logic for personalised broadcasts and automation triggers.
Help Center Reference Guidelines
Welcome to the AxoDesk official help documentation hub. The guides, tutorials, and API reference resources compiled in this category section are specifically designed to help your team leverage our CRM and omnichannel messaging capabilities to their fullest potential. Every article is verified by our customer success engineering group for technical accuracy, security compliance, and platform alignment across all major chat protocols.
When configuring these systems, always verify that your current client configuration matches our active endpoint schema. To prevent rate-limiting delays, connection dropouts, or message failure alerts, we recommend reviewing system variables, security credentials, and webhooks mapping configurations prior to live deployments. If you experience service interruptions, require custom webhook integrations, or need help mapping specific fields, please consult our developer guide or contact the technical support team.
Our docs are constantly updated as new CRM functions, team inbox controls, AI auto-replies, and WhatsApp API rules evolve. Please check back often or subscribe to the AxoDesk changelog to get notifications of platform updates.