CloudFly Helpdesk
Concepts

Shared inboxes and channels

How a shared inbox differs from a connected channel in CloudFly Helpdesk, and why every conversation belongs to exactly one inbox at a time.

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These two words get swapped for one another more than any other pair here, partly because the console prints the single label Channels over both. They name two roles of one record, and pulling the roles apart answers most questions about who sees what.

An inbox is the queue

An inbox is where conversations land. It carries its own display name, avatar, sender identity and greeting. Every conversation stores the id of the inbox it belongs to, and the queue you open each morning is those conversations gathered together.

The inbox is also what access is drawn around. The channel filter on the queue, the By channel entry in the left column, the reach of an AI agent: each one cuts along inbox lines. A record rule inside a permission group can be written against that same field, so "this team sees the website queue only" is a sentence the configuration can express.

A channel is the route a message travels

A channel is the technical path that carries messages into that inbox. Each type keeps its own configuration table and its own way of receiving traffic:

Channel typeCustomer messages arrive throughConfiguration worth remembering
Website widgetThe chat panel embedded on your siteThe list of domains allowed to embed it
Facebook PageMeta's webhookConnected through the deployment's own Meta app
Zalo OAZalo's webhookSelf-renewing tokens; unused for three months means reconnecting
TelegramA webhook of its own per channelThe public address has to be reachable
EmailAn IMAP synchronization loopThe sync may run on one process only
APIPOST /messagesFor integrations you write yourself

Channel configuration decides whether a message gets in at all. Inbox configuration decides who sees it once it is in.

Today both roles live on one record

The channel wizard creates the inbox and the channel configuration in a single pass, and the inbox record holds exactly one channel type with one configuration. That is why the Channels list shows one row per pair, and why the glossary maps both ideas onto that one label.

To pour one source into two queues, or two sources into one queue, you create two channels today. The console offers no way to detach a channel from its inbox and reattach it somewhere else.

A conversation belongs to one inbox

A conversation is stamped with its inbox id at birth, taken from the channel the customer wrote in on. It stays there for life: no control moves a conversation to another inbox, and no endpoint does either.

The practical consequence is that a customer who writes from two sources gives you two conversations rather than one. What ties them together is the contact behind them, not the queue.

Deleting a channel takes every conversation that landed in it: the foreign key from conversation to inbox is set to cascade on delete. A channel you have merely stopped using is better left in place.

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