Admin Guide¶
The Admin Guide covers everything used to set up and run an Interline workspace — channels, team and roles, contacts, automation, campaigns, and message settings. These are tasks for admins and managers, not the day-to-day work agents do in the Inbox.
If you're a front-line agent handling conversations, see the Agent Guide instead.
What's here¶
| Area | What it covers |
|---|---|
| Company Settings | Organization info, timezone, address, and business hours. |
| Channels | Connecting and managing SMS, WhatsApp, and Email channels. |
| Users & Roles | Adding users, assigning roles (Admin / Manager / Agent) and inbox access. |
| Inboxes | Creating shared inboxes (name, color, members). |
| Custom Views | Saved, filtered conversation views (private or shared). |
| Importing Contacts | Bulk CSV import (with field mapping) and adding single contacts. |
| Audiences | Manual and dynamic lists you send campaigns to. |
| Custom Fields & Tags | Custom contact fields and the shared tag list. |
| Canned Replies | Building the shared library of pre-written replies (with {variables}). |
| Broadcast (Campaigns) | Sending SMS / WhatsApp campaigns to lists. |
| Automation | Auto-assign routing, auto-responders, and keyword campaigns. |
Where things live in the app¶
- Campaigns (left nav) → Broadcast.
- Automation (left nav) → Automation: auto-assign, auto-responders, keyword campaigns.
- Contacts (left nav) → Importing Contacts, Audiences.
- Settings → Company Settings → Company Settings.
- Settings → User Management → Users & Roles.
- Settings → Channels → Channels.
- Settings → Messages → Canned Replies.
- Settings → Inboxes → Inboxes and Custom Views.
- Settings → Contacts → Custom Fields & Tags.
Coming soon
Billing (subscription and payment methods), API keys, and Reports appear in the app marked coming soon and will be documented here once available.