Bow Chat documentation
Set up your first inbox, give your team the right access, and handle customer conversations together.
Add your first inbox →
Connect the channel your customers use.
STEP 2Invite your team →
Choose a role and give each person inbox access.
STEP 3Set access and privacy →
Control conversations, names and numbers.
Set up Bow Chat
Follow these steps in order. An account is your workspace, an agent is a person who signs in, and an inbox is a connected channel or number. Collaborators are the people allowed into a particular inbox.
- Start your workspace setup.
- Add your first inbox.
- Invite an agent and choose a role.
- Add the agent to the inbox's Collaborators.
- Check access and send a test reply.
Inviting an agent creates their workspace access. You must also add them to each inbox they should work in: Settings → Inboxes → your inbox → Collaborators → select the agent → Update.
Control who sees what
Custom roles control which conversations and contact details an agent can access. Use contact masking when staff should reply without seeing stored customer names, phone numbers or email addresses.
Work with customers
- Daily inbox work: assign conversations, reply, leave private notes and resolve work.
- Choose a channel: WhatsApp, email and Customer Rooms.
- Connect Microsoft 365: mailbox setup and administrator requirements.
- Group operations: start monitoring, map staff, track response and resolution, review promises and advanced reports, export conversations and arrange staff cover.
- Customer Rooms: setup, customer access and follow-up.
Connect your software
Start with the Integration API, then follow the message, webhook and delivery guides. AI assistants can start at llms.txt and fetch only the relevant Markdown pages.