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Inbox Setup and User Guides your article answering?

Inbox Setup and User Guide

Overview

Inbox is Chekin’s communication hub that centralizes conversations between hosts and guests in one place.

With Inbox, your team can manage guest communication across multiple channels from a single shared workspace.

Supported Channels

  • Email
  • SMS
  • WhatsApp Business

Inbox supports two-way communication, allowing guests to both receive and send messages directly to hosts and property managers.


Before You Start

Inbox activation is currently managed manually by the Chekin team for selected accounts.

If you would like to enable Inbox for your account, please contact Chekin Support or your Account Manager. 


Features Included

Conversation Statuses

Organize conversations using the following statuses:

  • Priority — Mark important conversations
  • Snoozed — Hide conversations temporarily
  • Unresolved — Conversations that still require action
  • Resolved — Completed conversations

Shared Team Inbox

Inbox allows multiple users to collaborate in the same conversation in real time, including:

  • Owners
  • Property managers
  • Collaborators

Booking Information Panel

Each conversation includes a right-side panel displaying:

  • Guest details
  • Booking information
  • Quick access to booking details through the Go to booking button

Internal Notes

Add internal notes that are visible only to your team members.

Guests cannot see internal notes.


Filters and Search

Quickly find conversations using filters and search.

Available Filters

  • Checked-in
  • Checked-out
  • Pending
  • Upcoming

Search Options

Search conversations by:

  • Property name
  • Lead guest name

Scheduled Messages

Schedule messages to be automatically sent at a specific date and time.

Scheduled messages appear inside the Scheduled section of each conversation.


Features Not Yet Available

The following features are not included in the current MVP release:

  • Message editing
  • Message deletion
  • User online status visibility
  • Booking source visibility (Airbnb, Booking.com, Vrbo, etc.)

How to Set Up Inbox

Step 1 — Open Inbox

  1. Log in to your Chekin account.
  2. From the main menu, select Inbox.

[INSERT SCREENSHOT — Inbox menu access]


Step 2 — Configure Account Settings

  1. Click Configure account settings.

[INSERT SCREENSHOT — Configure account settings]

  1. Choose your Inbox alias.
  2. Create your contact email address.
  3. Optionally, create your contact phone number.

[INSERT SCREENSHOT — Contact details setup]


Step 3 — Invite Team Members

Invite collaborators who should have access to Inbox conversations.

[INSERT SCREENSHOT — Team invitation screen]


How to Create a New Chat

Step 1 — Open Inbox

Go to Inbox from the main menu.

[INSERT SCREENSHOT — Inbox menu access]


Step 2 — Click the New Conversation Icon

Click the new chat icon to create a conversation.

[INSERT SCREENSHOT — New conversation icon]


Step 3 — Select a Reservation

Choose the reservation associated with the guest conversation.

[INSERT SCREENSHOT — Reservation selector]


Using Inbox

Main Inbox View

The Inbox main screen displays all active conversations.

From this view, you can:

  • Open conversations
  • Create new chats manually
  • Search conversations
  • Apply filters
  • Change conversation statuses

Available Status Filters

  • Priority
  • Snoozed
  • Unresolved
  • Resolved

Conversation View

Inside each conversation, you can:

  • View message history
  • Send and receive messages
  • Add internal notes
  • Access booking details
  • View guest and reservation information

Message Composer

Send messages through:

  • Email
  • SMS
  • WhatsApp Business

Booking Information Panel

The right-side panel displays:

  • Guest details
  • Reservation information
  • Direct access to booking details through the Go to booking button

Internal Notes

Use internal notes for team-only communication that guests cannot see.


Best Practices

To keep Inbox organized and efficient:

  • Mark urgent conversations as Priority
  • Resolve conversations once completed
  • Use internal notes for internal coordination
  • Schedule messages for check-in instructions and reminders
  • Keep all guest communication centralized inside Inbox

Frequently Asked Questions

Can guests reply to messages?

Yes. Inbox supports two-way communication.


Can multiple team members manage the same conversation?

Yes. Inbox is collaborative and supports multiple users simultaneously.


Can I schedule messages?

Yes. Scheduled messages can be configured directly inside each conversation.


Does Inbox support WhatsApp?

Yes. Inbox supports WhatsApp Business communication.

 

 

AI Agent Configuration

Inbox also includes an AI Agent that can automatically assist guests and respond to common questions.

Configure AI Agent Availability

You can decide when the AI Agent is active:

  • 24/7 availability
  • Only during specific hours

This can be configured directly from the Settings section inside Inbox.

For example, you may choose to:

  • Enable the AI only outside office hours
  • Keep the AI active overnight
  • Use the AI continuously throughout the day

How to Train the AI Agent

The AI Agent uses your property information to provide accurate responses to guests.

Option 1 — Use Your Property Guidebooks

The recommended way to feed the AI is by completing and maintaining your property guidebooks.

The AI Agent automatically uses the information available in each property's guidebook to answer guest questions.

Examples include:

  • Check-in instructions
  • Wi-Fi details
  • Parking information
  • House rules
  • Appliance instructions
  • Local recommendations

Option 2 — Upload PDF Documentation

You can also improve AI responses by uploading PDF documents inside the property's Knowledge Base section.

This allows the AI Agent to learn from additional documentation such as:

  • Property manuals
  • Building instructions
  • Tourist information
  • House rules
  • Emergency procedures
  • Custom guest documentation

For the best guest experience, we recommend keeping both your guidebooks and uploaded documents updated regularly.

 
 
 

Need Help?

If you need assistance activating or configuring Inbox, please contact Chekin Support at support@chekin.com