KlicForge Docs
Conversations

KlicForge Inbox

Handle live conversations from your phone — see which ones need a person, take over, reply, and get alerted the moment an agent asks for help.

The KlicForge Inbox is a small app for the one job the dashboard is awkward at: being on call. It shows the conversations that need a person, lets you take one over and reply, and tells you the moment an agent asks for help — from your phone, without opening the dashboard.

Open it at inbox.klicforge.ai and sign in with the same account you use for the dashboard. Everything you can do there, you can still do in the dashboard Inbox; the KlicForge Inbox app is a faster way to reach the same conversations, not a separate set of them.

Install it on your phone

The Inbox is a web app, but it is meant to live on your home screen — and it offers to install itself on the sign-in screen, before you sign in. Do that first and there is nothing to repeat afterwards.

  • Android — tap Install. That is the whole thing; the app opens already signed in once you sign in.
  • iPhone and iPad — tap Show me how, then follow the three steps: Share button, Add to Home Screen, then open the Inbox from the new icon and sign in there.

On iPhone and iPad, an app on the Home Screen keeps its own sign-in, separate from Safari. So if you sign in in Safari and install afterwards, the app opens asking you to sign in again — that is Apple's behaviour, not a fault. Installing first means signing in once.

You can skip the prompt and sign in as normal. Not now only clears it for that visit — the offer waits for you again above the queue list once you are in, and closing it there with the × is what puts it away for good. Either way you can install at any time from Settings → Tip: install the Inbox, or your browser's own Add to Home screen menu item.

On iPhone and iPad you must add the Inbox to your home screen before notifications can be turned on — Apple only allows web apps to send notifications once they are installed. The Inbox tells you this instead of offering a button that cannot work.

The three queues

The Inbox opens on a queue list. Each queue counts only conversations that are still running.

QueueWhat is in it
Needs AttentionAn agent has asked for a human and nobody has stepped in yet
LiveEverything currently running, whether the agent or a person is handling it
MineConversations you have taken over and not yet released

Needs Attention is the one to watch. A conversation lands there when an agent escalates — because it could not help, or because the customer asked for a person — and it leaves as soon as somebody takes it over.

Taking over a conversation

Open a conversation and select Take over. The agent stops replying and anything you send goes to the customer as you. When you are done, Release it: hand it back to the agent, or close the conversation if it is finished.

This is the same handover described in Conversations — releasing lets the agent pick up from the last unanswered message, and it can see what you said while you were in control, so it will not repeat itself.

If a colleague has already taken a conversation over, you can see who has it. Owners and admins can take it from them; members cannot, so a conversation someone is actively handling is not pulled away underneath them.

Chatting with your own agents

The bottom tab bar also has a Chats tab — the same conversations you have with your own agents from the dashboard's Chats, now on your phone. Pick an agent to start a session or continue one you left off, with attachments, slash commands and voice notes all working the same as the dashboard. See Finding your way around for what Chats is for and how it differs from the Inbox queues above — Chats is you talking to your own agents, Inbox is everyone else's conversations with them.

Getting alerted

The Inbox asks to turn alerts on the first time you reach your queues — tap Turn on alerts and your browser's own permission prompt appears. Not now puts it away for a week. You can also turn them on at any time under Settings → Notifications, which is always available whatever you chose in the prompt.

After that, when an agent asks for a human, your phone gets an alert naming the agent that asked. Tapping it opens that exact conversation, ready to take over.

If you accidentally block notifications, no prompt can bring them back — browsers only let a site ask once. The Inbox will tell you they are blocked and point you at your browser settings; re-allow them there, then turn them on from Settings → Notifications.

Two deliberate details:

  • The alert never contains customer content — no name, no message text. It arrives on a lock screen, often in public, so it says only which agent needs help.
  • One alert per conversation, not per colleague. If several people are on call for the same agent, everyone is alerted, but nobody gets a stack of alerts for one conversation.

Turning notifications on registers the device for every workspace you belong to, so you do not have to repeat it after switching. You can see and remove the devices you have registered from the same screen — removing one stops alerts to that device everywhere.

The bell icon in the header holds the same feed a push alert draws from, so a notification you missed — or read before you had a device registered — is still there to catch up on. Beyond the initial escalation, you're also alerted if a conversation you're handling is reassigned, or if the customer replies while you have it — see notification events.

If you turned notifications on and nothing arrives, check that your browser has not blocked them for the site. The Inbox says so on the Settings screen when that is the cause, because a blocked permission cannot be re-requested from inside the app.

Working across workspaces and accounts

Tap the workspace name at the top of the queue to move between the workspaces you belong to. The queues, the conversations and your permissions all follow. If you belong to only one workspace, this stays out of your way.

You can also sign in with a second account on the same phone and swap between them from the same panel — useful if you have a personal account and one from a client's workspace. Tapping a notification switches to the right account and workspace before opening the conversation, so an alert from one workspace never drops you into another.

Signing out signs out every account on that device, and the Inbox says so when you have more than one. To move between workspaces or accounts, switch rather than sign out.

Who can do what

ActionMembersAdmins and owners
See the queues and read conversationsYesYes
Take over a conversation nobody is handlingYesYes
Reply and releaseYesYes
Take over from a colleague who already has itNoYes
Was this page helpful?

On this page