Choose where an address delivers its mail
At the end of this guide each of your addresses delivers to the right place: tickets, the shared inbox, or one person's inbox.
The three places mail can land
| Tickets | Shared inbox | Personal inbox | |
|---|---|---|---|
| Use it for | Customer support | Team mail that is not a support request: partners, suppliers, billing | One member's own mail |
| Who sees it | Every member | Every member | Only its owner |
| A thread is called | A ticket | A conversation | A conversation |
| Status | open, in_progress, pending, closed | open, closed | open, closed |
| Priority and SLA | Yes | No | No |
| Address setting | purpose: ticket | purpose: inbox, no user_id | purpose: inbox with a user_id |
All three share the workspace's tags, contacts, drafts, summaries and internal notes. The tickets guide covers the ticket fields.
How an address gets its purpose
Every address in a workspace has a purpose. New mail to the address goes where the purpose says. A reply to an existing thread always goes back to that thread, whatever the address is set to now.
An address is personal when it has purpose inbox and a user_id: the member whose inbox it is. An address with a user_id must keep purpose inbox.
What you need first
- To be an owner of the workspace. Only owners manage addresses and workspace settings.
- At least one address in the workspace. To add one on your own domain, follow the custom domain guide.
- For the API requests: an API token with the
writeability.
Steps
-
List your addresses. In the dashboard open Settings → Emails. Each address shows its purpose as Ticket, Shared or Inbox. Over the API, add
?purpose=inboxor?purpose=ticketto filter:curl -H "Authorization: Bearer YOUR_TOKEN" \ https://desk-api.pimi.io/api/v1/workspaces/WORKSPACE_ID/emails -
Make an address a shared inbox. In the dashboard, edit the address and choose Shared. Over the API:
curl -X PUT \ -H "Authorization: Bearer YOUR_TOKEN" \ -H "Content-Type: application/json" \ -d '{ "purpose": "inbox", "user_id": null }' \ https://desk-api.pimi.io/api/v1/workspaces/WORKSPACE_ID/emails/EMAIL_ID -
Or give it to one person. Choose Inbox and pick the member. Over the API, send the member's user id:
curl -X PUT \ -H "Authorization: Bearer YOUR_TOKEN" \ -H "Content-Type: application/json" \ -d '{ "purpose": "inbox", "user_id": 12 }' \ https://desk-api.pimi.io/api/v1/workspaces/WORKSPACE_ID/emails/EMAIL_ID -
Or turn it back into a ticket address. Clear the owner in the same request:
curl -X PUT \ -H "Authorization: Bearer YOUR_TOKEN" \ -H "Content-Type: application/json" \ -d '{ "purpose": "ticket", "user_id": null }' \ https://desk-api.pimi.io/api/v1/workspaces/WORKSPACE_ID/emails/EMAIL_ID -
Switch off what the workspace does not use. In Settings → General an owner can turn Tickets, Shared Inbox and Personal Inbox on or off. At least one stays on. Requests to a switched-off part answer
403.curl -X PUT \ -H "Authorization: Bearer YOUR_TOKEN" \ -H "Content-Type: application/json" \ -d '{ "tickets_enabled": true, "shared_inbox_enabled": true, "personal_inbox_enabled": false }' \ https://desk-api.pimi.io/api/v1/workspaces/WORKSPACE_ID -
Start a thread yourself. Mail does not have to come in first. This sends a new email from the shared inbox;
POST …/personal-inboxtakes the same fields and sends from your own inbox.curl -X POST \ -H "Authorization: Bearer YOUR_TOKEN" \ -H "Content-Type: application/json" \ -d '{ "to": "[email protected]", "subject": "Invoice for October", "body": "Hi Sam, the October invoice is attached to this thread.", "workspace_email": "[email protected]" }' \ https://desk-api.pimi.io/api/v1/workspaces/WORKSPACE_ID/conversationsA shared conversation can only be sent from a shared address, and a personal one only from its owner's own address.
Check that it worked
Send a test email to the address from outside PimiDesk. It shows up under Tickets, Shared Inbox or Inbox in the sidebar, usually within a minute. Over the API:
# Shared inbox
curl -H "Authorization: Bearer YOUR_TOKEN" \
https://desk-api.pimi.io/api/v1/workspaces/WORKSPACE_ID/conversations
# Your own personal inbox
curl -H "Authorization: Bearer YOUR_TOKEN" \
https://desk-api.pimi.io/api/v1/workspaces/WORKSPACE_ID/personal-inbox Good to know
- Your sidebar is yours. Each member can hide Tickets, Shared Inbox or Inbox from their own sidebar under Settings → Sidebar. Nobody else's view changes.
- When a member leaves. Their personal inbox is not handed to the team. Workspace owners can read it as an archive; nobody can reply from it.
- Webhooks. Conversation events fire for both inboxes.
owner_idisnullfor a shared conversation and the owner's user id for a personal one. See the webhooks guide.
What goes wrong
| What you see | Why |
|---|---|
| Mail to a new shared address still opens tickets | The address still has purpose ticket. Check it in step 1. |
422 on changing the purpose | The address has an owner. Send "user_id": null in the same request. |
403 "feature is not enabled" | That part is switched off for the workspace (step 5). |
403 on starting a thread | The workspace is on trial. A trial workspace can reply to people who wrote in, and cannot start a thread. |
| A reply lands in the old place after a purpose change | Expected. Replies follow their thread; only new mail follows the new purpose. |
Next
- Add your own domain: send and receive on addresses at your domain
- Work a ticket from open to closed
- Email pipeline: what happens to a message between arriving and showing up