Admin Guide¶
The Admin Guide covers everything used to set up and run an Interline workspace — onboarding, team and roles, channels, contacts, automation, campaigns, and billing. 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 lives here¶
| Area | What it covers | Status |
|---|---|---|
| Auto-Responders | Automatic replies for different hours (e.g. after-hours). | ✅ Written |
| Broadcast | Composing and sending SMS / WhatsApp campaigns to lists. | 🔲 Outline |
| Keywords | Keyword-triggered automatic replies and list sign-ups. | 🔲 Outline |
| Setup & onboarding | Signup wizard, company profile, inviting your team. | 🔲 Outline below |
| Team & permissions | Users, roles, role permissions, shared inboxes. | 🔲 Outline below |
| Channels | Connecting channels and seeing which numbers are in use. | 🔲 Outline below |
| Contacts | CSV import (with mapping), manual add, lists/groups/tags. | 🔲 Outline below |
| Canned messages | Managing the shared reply library (with {variables}). | 🔲 Outline below |
| Workflows | Routing incoming messages to teams by simple rules. | 🔲 Outline below |
| Dashboard, notifications, billing | Reports, workspace notification rules, invoices. | 🔲 Outline below |
Planned pages¶
Getting set up¶
- Signup wizard: company name, profile image, inviting your team
- Channel connection: seeing which phone number / channel is in use
Team & permissions¶
- Users and roles: admin, manager, agent
- Role permissions
- Creating and editing shared inboxes
Contacts¶
- Importing contacts from CSV (with field mapping)
- Adding a single contact manually
- Managing lists, groups, and tags
Content & automation¶
- Managing the shared canned messages library (with {variables})
- Auto-responders for different hours (written)
- Workflows: assigning incoming messages to teams based on simple rules (e.g. a specific incoming email address or phone number) — note: not a full workflow builder in this phase
Campaigns & automation tools¶
- Broadcast — outbound SMS / WhatsApp campaigns
- Keywords — keyword-triggered replies and auto list sign-up
Operations¶
- The dashboard: 3–4 key reports
- Notifications settings (workspace-wide rules; agents manage their own under the Agent Guide)
- Billing: invoice amount and last 4 digits from the invoicing API
Note
Several settings areas (dashboard, shared inboxes, workflows, billing) are defined at a basic level for this phase and will be expanded before development. Treat this outline as the structure, not the final detail.