When you build an automation, you can tell Vista Social to do "behind-the-scenes" work in your Inbox. These actions don't send a message to the customer. Instead, they help your team stay organized.
Internal Inbox Automations
1. Assign a Task to Team Member or Group
What it is: Automatically creates a task and sends the conversation to a specific person’s or group.
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The Setting:
Choose a user or user group from the list
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Choose a routing configuration (for user groups only):
Capacity Based: Sends to the online team member with the highest capacity
Round-robin: Automatically distributes sequentially amongst online team members.
None: Does not assign to specific team member. Anyone in the user group can work on it.
Select a category: Sales, General, Support
Internal Note: Leave a note for your teammate (e.g., "AI cannot answer this, please check shipping status").
2. Label Conversation
What it is: Adds a category tag to the message.
The Setting: Choose or create a label (like "VIP" or "Support").
Why it's helpful: You can filter your Inbox by these labels later to find specific types of messages quickly.
3. Mark as Resolved
What it is: Automatically clears the message out of your "New" folder.
The Setting: A simple checkbox to "Close" the conversation.
Why it's helpful: Use this for "Thank you" messages or "Bot" triggers so your team doesn't have to manually click "Done" on every single one.
4. Send Email Notification
What it is: Sends an alert to you or anyone who should be in the loop about this engagement.
The Setting: Type in the email addresses of the people who should be notified.
Why it’s helpful: Use this for "Emergency" messages (like a 1-star review or a billing problem). It ensures your team sees the message immediately, even if they don't have Vista Social open.
Need more help?
If you have any questions or need additional help, feel free to contact our awesome support team. We are here to assist you! 💙
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